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Example of a Revenue Simulation Dashboard to Streamline the Modelling and Forecasting Process

How can Simulation Dashboards Drive Faster and Better Decisions?

As FP&A Managers increasingly become central figures in the Modelling and Forecasting Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Simulation Dashboards like the Revenue Simulation Dashboard template shown below enables them and users from the Finance team to experience near real time forecasting that help drive faster and better decisions.

Who uses Revenue Simulation Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, FP&A Managers are under high pressure to supply end users like CFOs and analysts with timely and concise Simulation Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive revenue growth strategies.

  • Sliders to increase or decrease the weighting of historical data in the current year estimate
  • Interactive revenue tables by GL category and account
  • Charts to compare history and budget with the simulated estimate

The Revenue Simulation Dashboard template can be used as a key element of the Modelling and Forecasting process:

Example of a Revenue Simulation Dashboard to Streamline the Modelling and Forecasting Process

Example of a Revenue Simulation Dashboard to Streamline the Modelling and Forecasting Process

The Revenue Simulation Dashboard is a ready-to-use Simulation Dashboard from the Solver Marketplace

A Brief Description of the Revenue Simulation Dashboard Template

Simulation Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with simulation sliders as well as comparative tables and graphical charts. One of the important features that aid the user in the analysis process is the ability to move any of the sliders left or right to increase or decrease the weighting of that item in the simulated forecast. Revenue Simulation Dashboards are often used in conjunction with forecast input models, sales dashboards, revenue dashboards, profit & loss reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Balance Sheet Budget Dashboard to Streamline the Planning Process

How can Budget Dashboards Drive Faster and Better Decisions?

As Budget Managers increasingly become key drivers of the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Budget Dashboards like the Balance Sheet Budget Dashboard template shown below enables them and users from the Finance team to experience near real time budget analysis that help drive faster and better decisions.

Who uses Balance Sheet Budget Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Managers are under high pressure to supply end users like analysts and executives with timely and concise Budget Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive accurate asset and liability budgets.

  • Actual year-to-date (YTD) compared to the Budget for next year
  • Asset and Liability balances by GL Account
  • Interactive charts that reflects which account in the tables the user clicks on

The Balance Sheet Budget Dashboard template can be used as a key element of the Planning process:

Example of a Balance Sheet Budget Dashboard to Streamline the Planning Process

Example of a Balance Sheet Budget Dashboard to Streamline the Planning Process

The Balance Sheet Budget Dashboard is a ready-to-use Budget Dashboard from the Solver Marketplace

A Brief Description of the Balance Sheet Budget Dashboard Template

Budget Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with trend charts for Current Assets, Non Current Assets, Current Liabilities, Non Current Liabilities. One of the important features that aid the user in the analysis process is the ability to select the last closed period and the charts and tables will automatically display Actual YTD amounts the current year and compare these to the budget for next year. Balance Sheet Budget Dashboards are often used in conjunction with balance sheet budget input templates, cash flow dashboards and balance sheet budget reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Profit Margin Budget Dashboard to Streamline the Planning Process

How can Budget Dashboards Drive Faster and Better Decisions?

As Budget Managers increasingly become key drivers in the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Budget Dashboards like the Profit Margin Budget Dashboard template shown below enables them and users from the executive team to experience near real time budget analysis that help drive faster and better decisions.

Who uses Profit Margin Budget Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Managers are under high pressure to supply end users like board members and executives with timely and concise Budget Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive strategically aligned budgets.

  • Actual YTD plus Forecast current year versus the Budget for next year
  • Profit metrics shown both as amounts and in percent
  • Interactive trend charts comparing current year estimate (Actual YTD + Forecast) with next year’s budget

The Profit Margin Budget Dashboard template can be used as a key element of the Planning process:

Example of a Profit Margin Budget Dashboard to Streamline the Planning Process

Example of a Profit Margin Budget Dashboard to Streamline the Planning Process

The Profit Margin Budget Dashboard is a ready-to-use Budget Dashboard from the Solver Marketplace

A Brief Description of the Profit Margin Budget Dashboard Template

Budget Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with trend charts and KPIs for Gross Profit, EBITDA and Net Profit. One of the important features that aid the user in the analysis process is the ability to select the last closed period and the entire dashboard will automatically display profitability estimates (Actual YTD + Forecast) for the current year and compare these to the budget for next year. Profit Margin Budget Dashboards are often used in conjunction with revenue and expense budget input templates, revenue/expense budget dashboards and profit & loss budget reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an Expense Budget Dashboard to Streamline the Planning Process

How can Budget Dashboards Drive Faster and Better Decisions?

As Budget Managers increasingly become key drivers of the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Budget Dashboards like the Expense Budget Dashboard template shown below enables them and users from the executive team to experience near real time budget analysis that help drive faster and better decisions.

Who uses Expense Budget Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Managers are under high pressure to supply end users like department managers and executives with timely and concise Budget Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive more accurate expense budgets and optimized resource planning.

  • Expenses for Actual YTD plus Forecast current year versus the Budget for next year
  • Expense detail by Account Category and GL Account
  • Interactive charts that reflects which row in the two tables the user clicks on

The Expense Budget Dashboard template can be used as a key element of the Planning process:

Example of an Expense Budget Dashboard to Streamline the Planning Process

Example of an Expense Budget Dashboard to Streamline the Planning Process

The Expense Budget Dashboard is a ready-to-use Budget Dashboard from the Solver Marketplace

A Brief Description of the Expense Budget Dashboard Template

Budget Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with expense trend and comparative charts as well as variance reports. One of the important features that aid the user in the analysis process is the ability to select the last closed period and the entire dashboard will automatically create and display an estimate (Actual YTD + Forecast) for the current year and compare it to the budget for next year. Expense Budget Dashboards are often used in conjunction with budget input templates, revenue budget dashboards and profit & loss budget reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of a Revenue Budget Dashboard to Streamline the Planning Process

How can Budget Dashboards Drive Faster and Better Decisions?

As Budget Managers increasingly become key drivers of the Planning Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Budget Dashboards like the Revenue Budget Dashboard template shown below enables them and users from the executive team to experience near real time budget analysis that help drive faster and better decisions.

Who uses Revenue Budget Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, Budget Managers are under high pressure to supply end users like sales managers and executives with timely and concise Budget Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive more accurate revenue budgets and resource planning.

  • Revenue comparisons for Actual YTD plus Forecast current year versus the Annual Budget for next year
  • Revenue detail by Account Category and GL Account
  • Interactive charts that reflect which row in the two tables the user clicks on

The Revenue Budget Dashboard template can be used as a key element of the Planning process:

Example of a Revenue Budget Dashboard to Streamline the Planning Process

Example of a Revenue Budget Dashboard to Streamline the Planning Process

The Revenue Budget Dashboard is a ready-to-use Budget Dashboard from the Solver Marketplace

A Brief Description of the Revenue Budget Dashboard Template

Budget Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with revenue trend and comparative charts as well as variance reports. One of the important features that aid the user in the analysis process is the ability to select the last closed period and the entire dashboard will automatically create and display an estimate (Actual YTD + Forecast) for the current year and compare it to the budget for next year. Revenue Budget Dashboards are often used in conjunction with budget input models, expense budget dashboards and profit & loss budget reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an Balance Sheet Exception Dashboard to Streamline the Monthly Analysis Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key players in the Monthly Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the Balance Sheet Exception Dashboard template shown below enables them and users from the leadership team to experience near real time asset and liability outliers that help drive faster and better decisions.

Who uses Balance Sheet Exception Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like finance team members and analysts with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive fiscal control and planning.

  • Top five variances versus prior year for current and non-current assets and liabilities
  • Top five GL account level variances for all assets and liabilities
  • Ranked charts based on amount of variance vs prior year

The Balance Sheet Exception Dashboard template can be used as a key element of the Monthly Analysis process:

Example of an Balance Sheet Exception Dashboard to Streamline the Monthly Analysis Process

Example of an Balance Sheet Exception Dashboard to Streamline the Monthly Analysis Process

The Balance Sheet Exception Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace

A Brief Description of the Balance Sheet Exception Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with bar charts and interactive filters. One of the important features that aid the user in the analysis process is the ability to do graphical analysis with side-by-side comparisons of top variances both in percent and amounts. Balance Sheet Exception Dashboards are often used in conjunction with KPI and trend dashboards as well as detailed balance sheet reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an Profitability Exception Dashboard to Streamline the Monthly Analysis Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key players in the Monthly Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the Profitability Exception Dashboard template shown below enables them and users from the leadership team to experience near real time profit and margin outliers that help drive faster and better decisions.

Who uses Profitability Exception Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and executives with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive sales strategies and expense management.

  • Year-to-date (YTD) gross profit, EBITDA and Net Profit metrics
  • Top five GL account level variances related to each profitability metric
  • Ranked charts based on amount of variance vs prior year and budget

The Profitability Exception Dashboard template can be used as a key element of the Monthly Analysis process:

Example of an Profitability Exception Dashboard to Streamline the Monthly Analysis Process

Example of an Profitability Exception Dashboard to Streamline the Monthly Analysis Process

The Profitability Exception Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace

A Brief Description of the Profitability Exception Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with top 5 charts, KPIs and interactive filters. One of the important features that aid the user in the analysis process is the ability to apply color on variances in the KPIs. This helps the user to easily see where there may be profit issues. Profitability Exception Dashboards are often used in conjunction with expense and revenue dashboards as well as profit & loss reports.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an Expense Exception Dashboard to Streamline the Monthly Analysis Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key players in the Monthly Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the Expense Exception Dashboard template shown below enables them and users from the accounting and department to experience near real time expense abnormalities across all GL account categories that help drive faster and better decisions.

Who uses Expense Exception Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like analysts and department managers with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive exception handling.

  • Top 5 GL expense variances (amount)
  • Top 5 GL expense variances (%)
  • Analysis by individual GL expense account

The Expense Exception Dashboard template can be used as a key element of the Monthly Analysis process:

Example of an Expense Exception Dashboard to Streamline the Monthly Analysis Process

Example of an Expense Exception Dashboard to Streamline the Monthly Analysis Process

The Expense Exception Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace

A Brief Description of the Expense Exception Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with top monthly and YTD variances versus budget and last year. One of the important features that aid the user in the analysis process is the ability to click on any account (chart column) and see if that expense item also is a top 5 variance in any other area. Expense Exception Dashboards are often used in conjunction with expense trend and variance dashboards.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Example of an Revenue Exception Dashboard to Streamline the Monthly Analysis Process

How can Financial Dashboards Drive Faster and Better Decisions?

As CFOs increasingly become key players in the Monthly Analysis Process, they must rely on modern self-service corporate performance management (CPM) and business intelligence (BI) tools. Using interactive Financial Dashboards like the Revenue Exception Dashboard template shown below enables them and other users from the leadership team to experience near real time revenue abnormalities across all GL account categories that help drive faster and better decisions.

Who uses Revenue Exception Dashboards and What are Some Key Analytical Features?

In today’s fast-paced business environment, CFOs are under high pressure to supply end users like board members and executives with timely and concise Financial Dashboards. Companies use key features like the ones below to support their users with effective analysis that helps drive exception handling.

  • Top 5 revenue variances (amount)
  • Top 5 revenue variances (%)
  • Analysis by individual GL revenue account

The Revenue Exception Dashboard template can be used as a key element of the Monthly Analysis process:

Example of an Revenue Exception Dashboard to Streamline the Monthly Analysis Process

Example of an Revenue Exception Dashboard to Streamline the Monthly Analysis Process

The Revenue Exception Dashboard is a ready-to-use Financial Dashboard from the Solver Marketplace

A Brief Description of the Revenue Exception Dashboard Template

Financial Dashboards like the one seen in the image above are interactive and parameter driven and typically contain sections with top monthly and YTD variances versus budget and last year. One of the important features that aid the user in the analysis process is the ability to click on any account (chart column) and see if that revenue item also is a top 5 variance in any other area. Revenue Exception Dashboards are often used in conjunction with revenue trend and variance dashboards.

Data Integration to Transaction Systems

Most organizations these days want automated and streamlined planning, reporting and analysis. However, many of the benefits described earlier rely on best of breed Corporate Performance Management (CPM) tools and/or Business Intelligence (BI) capabilities as well as data marts or data warehouses that use pre-built integrations to the organization’s ERP system. Oftentimes, they also need integrations to other key data sources like CRM, subscription systems, payroll tools, etc.

Modern, cloud-based ERPs like Microsoft Dynamics 365 Finance (D365 Finance), Microsoft Dynamics 365 Business Central (D365 BC), Sage Intacct, Acumatica, Netsuite and SAP have robust APIs which allow for dynamic integrations to CPM and BI tools that are fully automated and flexible to run on a schedule or on-demand.

Additional Resources to Aid with Research of Templates, CPM and BI Tools

Within minutes, any authorized user can now build flexible reports that immediately answer questions

LOS ANGELES — November 22, 2021 — Solver, a global leader in cloud- and web-based Corporate Performance Management (CPM) for mid-market ERP systems, today announced the launch of Ad Hoc Reporting for Solver Cloud. Solver’s Ad Hoc Reporting delivers immediate answers to specific business questions, empowering any authorized user to answer questions on the fly by building reports that take only a few minutes and minimal skills to create.

“Ad Hoc Reporting makes decision-making faster and easier at all levels of a company because it allows users to personally answer important questions quickly, without having to wait for the Accounting department or IT assistance,” explained Nils Rasmussen, CEO at Solver. “It takes less than 10-15 minutes for anyone at a company to learn how to use Solver’s Ad Hoc Reporting, yet that knowledge will save hours of time and effort – not to mention cost – versus manually creating reports in classic report writers.”

Solver’s Ad Hoc Reporting helps users benefits from almost-immediate answers to data questions, providing self-service tools that answer important business questions instantly. Whenever new questions arise or additional detail is needed, users can create their own tailored ad hoc report that leverages ERP or other warehoused data integrated with their Solver CPM solution.

“As reporting technologies evolve, we will likely see most modern cloud vendors offer both professional formatted reporting as well as ad hoc reporting, which limits the need for end users to switch between different reporting tools or to export data to manual Excel files to get all their business questions answered,” said Rasmussen. “The release of Solver’s Ad Hoc Reporting solution is part of our strategic initiative further enabling our customers to make faster and better decisions and to achieve a strong competitive advantage while allowing remote-work flexibility to employees.”

Learn more about the Solver Suite and Ad Hoc Reporting when you Take a Tour or View the Solver Ad Hoc Reporting Video.

 

About Solver
Founded in 1996, Solver has won countless awards for its Corporate Performance Management solution. The CPM company was named CPM Leader by G2 throughout 2020 and 2021, Microsoft BI Partner of the Year, and is recognized on the Gartner Group CPM Magic Quadrant. Solver integrates with most leading ERPs and is sold through 20+ global offices and a worldwide network of partners. Please visit www.solverglobal.com or contact info@solverglobal.com to learn more.