Discover Solver capabilities
Solver is a cloud-based solution that provides visibility into key data and offers four modules: Planning, Reporting, Dashboards, and Data Warehouse. Choose from a variety of pre-built data integrations to connect Solver to your ERP system for a seamless data flow. Solver capabilities allow users to create reports and budgets using a modern Excel add-in and deliver them to other users in an online web portal. Solver also integrates with Power BI to create powerful dashboards pulling data from an Azure-based data warehouse.
Planning
Use a modern budgeting solution with process automation and financial planning to provide critical insights and competitive advantages for your organization. Take advantage of both proactive and adaptive financial planning to make sure that you are always prepared for the future, plus users can easily share information, budgets, and reports in Solver’s web-based portal.
Reporting
Quickly and easily create reports using Solverโs cloud connected, Excel add-in with templates and drag-and-drop features. Save time with built-in organizational trees, automatic intercompany transaction elimination, and currency conversion. Drill down capabilities makes it easy for report viewers to see source data and collaborate using the web portal.
Dashboards
Solver integrates with Microsoft Power BI to create powerful, web-based dashboards to help your organization visualize trends, identify issues, and ultimately drive success. Power BI features a world-class chart library for visualizations, pre-defined formulas, and drag & drop ad-hoc analysis. Analyze operational and financial data with fully customized dashboard layouts and interactive charts and tables.
Data Warehouse
Utilize a preconfigured data warehouse based on the Microsoft SQL Azure platform that can integrate key data sources, whether in-house or in the cloud, to be available for consolidated reporting, analysis, and dashboards. Get automated data loading with the integrated ETL tool and choose from various ERP, CRM, and generic data connectors to simplify data management.
White Paper
Your ultimate guide to Solver pricing
Solverโs licensing offers numerous configuration options that help you get the most out of your software and ensure you only pay for what you need. Pricing depends on the configuration options you choose. Download this guide for a detailed walkthrough of Solverโs pricing and to learn exactly how much Solver costs. Discover the differences between each module, the capabilities of each user license, and what additional software and components are offered in this whitepaper.
White Paper
Your ultimate guide to Solver pricing
Solverโs licensing offers numerous configuration options that help you get the most out of your software and ensure you only pay for what you need. Pricing depends on the configuration options you choose. Download this guide for a detailed walkthrough of Solverโs pricing and to learn exactly how much Solver costs. Discover the differences between each module, the capabilities of each user license, and what additional software and components are offered in this whitepaper.
Automated budgeting and forecasting tools in Solver Planning
The Solver Planning module offers a complete solution for budgeting, forecasting, planning, modeling, and other data entry needs such as for statistics or consolidation adjustments.
Planning features include:
- Input form design using an Excel add-in and data entry through a scalable and versatile web portal
- Automatically spread a budget value over the period you choose, including quarterly or seasonal trends
- Design automatic budgeting and forecasting workflows that passes tasks between team members
- Create unlimited budget versions get an accurate idea of your financial future
- Use Solver’s budget templates or create tailored input forms
Report building made simple with Solver Reporting
Solver Reporting is a powerful solution for financial reporting and consolidations. Using Solverโs modern, cloud-connected Excel add-in, report designers open and edit reports directly in Excel from the Solver Web Portal, which serves as a central hub for viewing reports.
Use Solver Reporting to:
- Consolidate reports across unlimited roll-up structures
- Create custom KPIs according to your business goals
- Predict and create monthly or budget allocations for P&Lโs and cost control
- Create daily or monthly rates for currency conversion
- Build automated workflows for month-end close and consolidations
- Export presentation-quality reports into Microsoft PowerPoint and Word documents
Get powerful insights by connecting Solver Dashboards and Power BI
Microsoft Power BI dashboards can be highly summarized and KPI-based for executives, but they can also be detailed operational dashboards for line managers and end users across the organization. Solver Dashboards includes a pre-built integration to connect your Solver and Power BI instances for ultimate reporting and analysis. Data feeds for your dashboards can come from your ERP system as well as from any other data source you feed to the Solver Data Warehouse. Solver users can also utilize the Solver Excel add-in for dashboard creation, in addition to Power BI.
Build a Solver Data Warehouse based on Azure
Data Warehouse is Solverโs powerful, yet easy to configure module for consolidating the data needed for reporting, planning and dashboards, and is fully integrated with other Solver modules and the Web Portal. It is a Microsoft SQL Azure database residing in Solverโs multitenant cloud, located in Microsoftโs global data centers. The Data Warehouse interface has been designed to be managed by business users for rapid setup and easy ongoing management of data, dimensions, trees and integrations.
Data Warehouse features include:
- Simple configuration with user-friendly interface
- Automated data loading with Solverโs ETL tool
- Ability to combine financial and operational data
- Easily add modules and dimensions, with unlimited trees on any dimension
Related Insights
Leverage cloud-based planning to optimize your distribution and logistics business
Distribution and logistics companies that have effective planning strategies increase overall organizational agility and unlock a powerful competitive advantage. Dynamics 365 includes planning capabilities to drive business growth and additional capabilities may be unlocked with a reporting and analytical solution like Solver.
What is Corporate Performance Management (CPM)?
A subset of business intelligence, CPM is the tracking and monitoring of a businessesโ overall performance based on key performance indicators (KPIs). CPM integrates business planning, sales, marketing, forecasting and budgeting for finance, human resources and operations to get a comprehensive view of the organization, rather than tracking goals in silos.
Solver integration with Dynamics 365
In January 2021, Solver and Microsoft announced an agreement to deliver Solverโs cloud-based planning solutions to Dynamics 365 customers more easily through QuickStart, a rapid deployment designed as an add-on for Dynamics 365 Business Central and Dynamics 365 Finance to enable the implementation of Solver in as little as one day.