Dashboard
Finance leadership dashboard
P&L, cash, balance-sheet drivers, and forecast.
- Connected to GL/ERP, FP&A planning, AP/AR, payroll, and operational systems
- Thresholds and owners
- Drill to operational detail
Industry analytics
Power BI for Finance Teams
Finance packs fail when GL balances, FP&A forecasts, and AR/AP subledgers disagree on company/period grain and FX. We build Power BI close packs with marked date tables, documented FX rules, and Import refresh that finishes before the flash meeting, with SOX-aware access controls on certified close datasets.
NDA-readyFixed-scope first releaseBusiness + IT handover
- Operating since 2012
- Microsoft Power BI specialists
- NDA-ready data handling
- Fixed-scope first releases
- Independent — not affiliated with Microsoft
Reporting challenges
Typical friction when CRM, ERP, and operational tools are reported separately.
- 01Budget vs actual packs are rebuilt every month from GL exports and planning files that drift apart.
- 02Cash, DSO, and working-capital views are separate from the P&L leadership uses.
- 03Operational drivers (orders, utilization, occupancy) never join finance measures in one model.
- 04Entity and department hierarchies differ between ERP and management reporting.
- 05Power BI for finance teams is blocked by unclear measure ownership and uncontrolled Excel versions.
How Power BI for Finance Teams solves it
What changes when those systems feed a governed Power BI model.
- Deliver Power BI for finance teams with governed P&L, cash, and forecast models from ERP + planning.
- Document every board KPI with source, calculation, and owner before visuals ship.
- Connect operational drivers so variance stories explain volume and rate, not only totals.
- Automate close-status and variance packs to cut manual assembly time.
- Secure by entity, department, or cost center while preserving group consolidation.
Why this work matters commercially
03
Commercial considerations
Finance organizations already manage the business in GL/ERP, FP&A planning, AP/AR, payroll, and operational systems. The reporting problem is usually not “we need another chart”—it is that CRM, ERP, and operational extracts disagree on timing, filters, and owners before every meeting.
Close and forecast still depend on ledger extracts pasted into workbooks—so variance commentary starts late. Power BI for Finance Teams only works when those systems of record feed one governed semantic model with documented KPI definitions.
Power BI Analytics scopes the first release around the finance decisions that currently wait on manual packs—then connects the right source systems, validates totals, and lands the report in a real operating cadence.
Who this is for
Built for leaders who need dependable numbers in real operating conversations—not another unused dashboard.
01Finance executives who need one operating view across CRM/ERP and plant or field systems
02Finance partners tired of reconciling conflicting system extracts
03Operations and functional managers who need earlier exception visibility
04IT and analytics teams responsible for maintainable Power BI on Microsoft
How value is measured
We establish a baseline before delivery so ROI is discussed in operating terms, not slideware.
01
Time saved
Measure hours currently spent assembling finance reporting packs, reconciling totals, and answering “which number is correct?”
02
Decision speed
Track how many days earlier leaders can see exceptions, variances, or forecast risk after the release.
03
Control and trust
Count disputed metrics, failed refreshes, and unmanaged workbooks replaced by governed models.
04
Adoption
Confirm the intended audience actually uses the report in the meeting or process it was designed for.
Where finance data already lives
Close and forecast still depend on ledger extracts pasted into workbooks—so variance commentary starts late. Power BI consulting connects these systems of record into one governed reporting model.
01
General ledger / ERP
P&L, balance sheet, actuals
02
Planning / FP&A (Anaplan, Pigment, Excel models)
budget, forecast
03
AP / AR
payables, receivables, cash timing
04
Payroll / HRIS
people cost
05
Operational systems
volume drivers behind the P&L
KPIs that support action
01
EBITDA
Earnings before interest, tax, depreciation, and amortisation.
02
Operating cash flow
Cash from operations with AP/AR drivers.
03
Budget variance
Actual vs approved plan from GL + FP&A.
04
DSO
Collection speed for trade receivables.
Recommended dashboards
Recommended finance dashboards
Power BI for Finance Teams patterns we tailor to your systems, owners, and review cadence. Click any preview to expand.
Dashboard
Close and variance dashboard
Close status, variances, and commentary workflow.
- Connected to GL/ERP, FP&A planning, AP/AR, payroll, and operational systems
- Thresholds and owners
- Drill to operational detail
Operating cadence
Reporting only creates value when it lands in a real review rhythm.
Daily or shift exceptions from operational systems into Power BI
Weekly finance performance review with owned actions
Monthly executive scorecard with variance commentary
Quarterly model improvements tied to adoption and ROI
Example reports
- 01Finance executive scorecard from governed Power BI measures
- 02Finance operations exception pack by site, team, or account
- 03Variance and root-cause drill-through tied to source systems
- 04Trend, forecast, and owner-threshold report for weekly reviews
What improves
- Deliver Power BI for finance teams with governed P&L, cash, and forecast models from ERP + planning.
- Document every board KPI with source, calculation, and owner before visuals ship.
- Connect operational drivers so variance stories explain volume and rate, not only totals.
- Automate close-status and variance packs to cut manual assembly time.
- Secure by entity, department, or cost center while preserving group consolidation.
Frequently asked questions
05
Buyer questions answered
Facts at company × account × period (and optionally cost center). After each load we reconcile check totals to ERP TB extracts within agreed tolerance. CALCULATE filters that quietly exclude intercompany must be written into the measure description.
A rate table keyed by currency × rate date (or period), with measures for transactional, functional, and constant currency. Mark as date table is mandatory before DATESYTD. Mixing rate dates across FP&A and actuals is a common silent error.
No for board flash—Import after subledger close cutoffs. DirectQuery during close locks creates blocking and looks like a Power BI outage. Operational AP invoice queues can be Dual/DirectQuery if indexed.
Entra groups map to CompanyCode. View as tests a local controller and group FP&A. Never certify from My Workspace; deployment pipelines promote Dev→Test→Prod.
Watermark on LastPostingDate or use overlapping incremental periods. Document restatement rules. Refresh failure notifications go to the close steward, not a shared inbox nobody monitors.
Related services
Power BI Consulting
Connect the systems you already use and leave with a clear place to report—before another orphan dashboard appears.
Power BI Dashboard Development
Build 1–2 live dashboard pages that pull from multiple sources—not a screenshot of Excel pasted into Power BI.
Reporting Automation
Retire the Monday email of pasted workbooks: scheduled refresh and one pack finance can open without stitching tabs.
Data Warehouse Design
Data Warehouse Design starts by killing contradictory extracts—then publishes measures that data leaders, IT managers, and executives can defend from multiple operational systems and historical data.
Related industries
Insurance
Loss ratio and claims cycle time from policy + claims systems: connect policy admin, claims, distribution CRM, finance, and actuarial systems so leaders manage underwriting performance, claims outcomes, and distribution insight.
Real Estate
NOI, occupancy, and collections from PMS + leasing + GL: connect property management, leasing CRM, accounting, and maintenance systems so leaders manage asset performance, leasing, portfolio risk, and cash flow.
Professional Services
Utilization, WIP, and delivery margin from PSA + CRM—one staff-week grain: connect PSA, CRM, timekeeping, accounting ERP, and resource planning so leaders manage utilization, delivery margin, pipeline, and client health.
Book a call about finance reporting
Talk through priorities, data sources, and a practical first Power BI release.