Section 1: Planning and Reporting Setup
Q1. How would you describe your current reporting process?
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Ad hoc — reports are built manually each time and vary by person.
We have templates or spreadsheets, but it’s still a manual process.
We use BI tools or dashboards with some automation, but still check manually.
Reports are mostly automated, structured, and consistent across teams.
Q2. How often do you create consolidated reports across teams or departments?
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Only when someone requests them or during budgeting season.
Once a month — it’s manual and takes a few days.
Weekly — we’ve got a regular process in place.
Daily or real-time — using integrated systems or live dashboards.
Q3. Where does your reporting data come from today?
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Multiple spreadsheets and disconnected files.
A mix of Excel, accounting software, and manual exports.
ERP or accounting system with some automation, but gaps remain.
Fully integrated source (e.g. ERP, CRM, and reporting tools are connected).
Section 2: Everyday Challenges
Q4. How confident are you that everyone is working from ‘one source of truth’?
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Not confident — different teams use different versions.
Somewhat confident — but we regularly find mismatches.
Mostly confident — there are rare inconsistencies.
Very confident — everyone pulls from the same data.
Q5. How often do reporting issues delay decisions or cause rework?
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All the time — delays and rework are part of the process.
Often — we can’t rely on the numbers right away.
Sometimes — we spot the odd issue or delay.
Rarely — reports are fast and trusted.
Q6. Do you avoid making changes because it’s too hard to update the reports?
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Yes — we’ve avoided changing anything to keep reporting stable.
Usually — changes are possible but require hours of work.
Sometimes — the effort is noticeable but manageable.
No — reports are flexible and easy to update.
Q7. How confident are you that your reports are trusted by leadership and stakeholders?
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Not confident — they often ask us to recheck or justify the data.
Somewhat — we regularly have to explain or rework things.
Mostly confident — issues are rare and minor.
Very confident — reports are taken at face value.
Total Score
Section 3: Follow-Up
Q8. Would you like a personalised dashboard showing what Solver could look like with your setup
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Yes, I’d love that
Not right now
Q9. Name and Surname
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First Name
Last Name
Q10. Email
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example@example.com
Q11. Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Q12. What’s your role in the business?
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Please Select
CFO
Head of Finance/FP&A
Financial Controller
Analyst
Other
Q13. What is your company's size?
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Please Select
Fewer than 50 employees
50–199 employees
200–500 employees
Over 500 employees
Q14. What is your industry sector?
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