Bookings, Billings and Revenue Dashboard for SaaS Companies using Dynamics 365 Business Central

    This article describes the Bookings, Billings and Revenue Dashboard that is included with Solver’s SaaS model for users of the Microsoft Dynamics 365 Business Central ERP and Binary Stream’s Subscription Billing Suite (SBS). It is part of a library of more than 150 ready-to-use reports, budget models and dashboard templates that Solver provides to SaaS companies as part of its cloud Corporate Performance Management (CPM) platform.

    Unlocking Business Intelligence: The Power of Solver's Bookings, Billings, and Revenue Dashboards

    In the fast-paced realm of Software as a Service (SaaS) companies, effective decision-making hinges on the ability to seamlessly navigate and understand complex financial data. The absence of readily available, self-service Bookings, Billings, and Revenue Dashboards often leaves CFOs and executives grappling with the challenges of manual spreadsheet dependencies and delayed insights. Enter Solver, a leading Corporate Performance Management (CPM) solution, armed with a suite of over 150 pre-built reports, dashboards, and budgeting templates, including the game-changing Bookings, Billings, and Revenue Dashboard.

    Pain Points Without Self-Service Dashboards

    • Limited Visibility: SaaS companies frequently struggle with inadequate visibility into the intricate flow of subscription deals—from bookings and billings to the consequential recognized revenue. Manual processes and disparate spreadsheets create bottlenecks, hindering a holistic understanding.
    • Error-Prone Analysis: Dependency on manual spreadsheets not only slows down decision-making but also introduces the risk of errors. The consequences of wrong or delayed decisions in the dynamic SaaS landscape can be substantial, impacting cash flow and overall financial health.
    • Communication Challenges: In the absence of streamlined reporting, communication gaps persist between sales, finance, and executive teams. Siloed information impedes collaboration, hindering a cohesive approach to strategic decision-making.

    Benefits of Solver's Bookings, Billings, and Revenue Dashboard

    • Comprehensive Insights: The Solver dashboard offers a panoramic view of key figures, complemented by monthly, Year-to-Date (YTD), and trend charts. This holistic perspective empowers executives with real-time insights, enabling them to make informed decisions swiftly.
    • Root-Cause Analysis: A dedicated root-cause page breaks down variances in bookings, billings, and revenue metrics, uncovering the underlying factors influencing financial performance. This granular understanding is pivotal for targeted interventions and strategic planning.
    • Customer-Centric Focus: The inclusion of Top 10 customer breakdowns for each metric provides invaluable insights into customer behaviors and preferences. This customer-centric approach allows for tailored strategies to enhance relationships and maximize revenue.

    About the Bookings, Billings and Revenue Dashboard

    This report helps alleviate any confusion in terms of revenue stages as sales flow from Bookings to Billings to Recognized Revenue. Tab 1 provides a dashboard where the user can analyze monthly and YTD variances as well as trends for Bookings, Billings or Revenue (each chosen from a drop-down list). Tab 2 shows root cause analysis with Actual, Actual Last Year and Budget comparisons. Tab 3 shows the Top 10 customers for Bookings, Billings and Revenue. For this and many other ready-to-use templates from Solver, visit our web-site Marketplace page.
    SaaS-V01_K030j-2048x1412 Bookings, Billings and Revenue Dashboard for Dynamics 365 Business Central – Pre-built SaaS Template from Solver[/caption]

    Why Choose Solver for Financial Transformation

    In the pursuit of a comprehensive solution to alleviate these pains, Solver's CPM offering emerges as a beacon of efficiency and reliability. The Bookings, Billings, and Revenue Dashboard, alongside a plethora of pre-built reports and dashboards, revolutionizes financial reporting, analysis, and budgeting in SaaS companies. By embracing Solver, CFOs and executives not only enhance their ability to make well-informed decisions but also streamline operations, foster collaboration, and future-proof their financial processes. In the competitive landscape of SaaS, where agility and accuracy are paramount, Solver stands as a catalyst for transformative financial intelligence. Resources for Additional SaaS Reports, Dashboards and Budget Models For more information about all the SaaS templates from Solver check out these resources: About Solver Solver is a global leader in Corporate Performance Management (CPM) and comes with out-of-the-box integrations to Microsoft Dynamics 365 Business Central and the Subscription Billing Suite from Binary Stream. Solver includes more than 150 reports, dashboards and budget templates for SaaS companies that provide in-depth analysis of subscription revenues, financials, human capital/payroll and CRM pipeline.
    January 24, 2024