Power BI Finance Dashboard
for Microsoft Dynamics
BI4Dynamics transforms your Microsoft Dynamics ERP financial data into actionable insights, enabling informed decisions that drive business growth.
Transform Your Financial Reporting
Our Finance Power BI Dashboard offers a powerful suite of tools designed to simplify and enhance your financial reporting processes. Say goodbye to manual data manipulation and embrace automated, real-time analytics that provide a 360-degree view of your organization’s financial health.
Get Started with BI4Dynamics Finance Power BI Dashboard
Key Features of the Finance Power BI Dashboard
Business Unit and Multi-Year Analysis
Historical Performance
- Access multi-year financial data for trend analysis.
- Evaluate revenue and profit over several years.
Business Unit Breakdown
- Compare financial metrics across regions or departments.
- Identify high-performing areas for resource allocation.
Comprehensive Financial Statements
Profit and Loss (P&L) Analysis
- Track sales, net profit, COGS, and operating costs.
- Analyze monthly and yearly trends for profitability insights.
Balance Sheet Overview
- Monitor receivables, payables, inventory, and fixed assets.
- Assess your company’s financial position in real-time.
User-Defined KPIs
- Monitor critical financial ratios like operating costs/revenue.
- Visualize KPI trends over time.
Segment Profitability
- Analyze profitability by department, region, or customer group.
- Make informed decisions on cost management and revenue optimization.
Profit Loss by Month & Business Unit
Monthly P&L Trends:
- Track profitability over time: This dashboard shows monthly revenue, operating costs, and profit, allowing for a detailed view of financial performance across each month.
- Analyze monthly trends: You can quickly spot trends or fluctuations in profit, helping with forecasting and identifying periods of underperformance or growth opportunities.
Business Unit Profitability:
- Compare financial metrics across business units: This section enables a detailed comparison of profitability for various regions or departments, such as Finland, Ireland, Netherlands, Poland, and Spain.
- Variance analysis by unit: Easily identify which business units are exceeding expectations or underperforming, aiding in resource allocation and strategic adjustments.
Currency Variance and Exchange Rate Analysis
Local vs. Corporate Currency Reporting
- View financial performance in multiple currencies.
- Manage exchange rate impacts on financial results.
Calendar vs. Fiscal Periods
- Compare financial data across different accounting periods.
- Perform year-to-date analyses for both calendar and fiscal years.
Detailed Ledger Analysis
- Drill down into transactions and balances.
- Ensure data integrity and compliance.
Flexible Account Schedules
- Customize financial reports without altering ERP configurations.
- Visualize your Chart of Accounts hierarchically.
Explore our Power BI dashboards for all application areas with realistic, simulated data.
Corporate Financial Reporting
Key Foundations of Financial Reporting
- Flexible Reports: Customize financial statements to suit your corporation.
- Multi-Currency: View data in both local and corporate currencies.
- Period Support: Ensure accuracy across various accounting periods.
- Data Consolidation: Combine information from all legal entities.
Statement Creation & Analysis
- Efficient Building: Use tabular models for streamlined reports.
- BI4Dynamics: Analyze by dimensions like date, company, and department.
Simplifying & Customizing Reports
- Nesting Accounts: Reduce detail by grouping accounts.
- Tailored Insights: Customize time comparisons and focus areas.
Visualizations & Currency Reporting
- Dashboards: Build KPIs and visualizations from financial statements.
- ACY Currency: Analyze with an extra currency using updated exchange rates.
Benefits at a Glance
Real-Time Insights
- Access up-to-date financial data for timely decisions.
- Reduce delays between data collection and analysis.
Enhanced Decision-Making
- Quickly identify trends and anomalies.
- Align strategies with data-driven insights.
Operational Efficiency
- Automate reporting processes.
- Minimize manual errors and save time.
Scalable and Customizable
- Tailor dashboards to your business needs.
- Adjust KPIs and metrics as your organization evolves.
Get Started Today
Revolutionize your Financial reporting and analysis with BI4Dynamics
1.
Request a Personalized Demo
Explore how BI4Dynamics meets your specific needs.
Consult with our experts to learn how to maximize the solution’s benefits.
2.
Connect your data securely
We will open an unrestricted license, containing all business modules and our customization wizard.
No worries: It will be securely installed on your infrastructure, without interfering with your ERP.
3.
Implement and Empower
Deploy the solution and enhance your team’s capabilities.
Test it FREE 30 Days Free.
Frequently Asked Questions
How does the Finance Power BI Dashboard handle multi-currency reporting?
The dashboard allows you to view financial performance in both local and corporate currencies. It automatically calculates currency variances and provides insights into exchange rate impacts on your financial results.
How does the dashboard integrate with our General Ledger?
It seamlessly integrates with your Microsoft Dynamics ERP, ensuring all financial data reflects your organization’s structure.
Can we compare financial data across different business units and time periods?
Yes, the dashboard is designed to enable multi-year and multi-business unit analysis. You can compare financial metrics across various regions, departments, and time frames to gain comprehensive insights.
Can we customize KPIs and financial metrics?
Yes, you can define and monitor the KPIs that matter most to your organization, customizing metrics and visuals to align with your objectives.
Do I need to create custom reports or model data in Power BI with BI4Dynamics?
No, BI4Dynamics eliminates the need for developing custom reports in Dynamics or modeling in Power BI. You can automatically generate a data warehouse, analytical model, and project documentation without writing a single line of code.
Will I face any issues with Dynamics upgrades when integrating various data sources?
No, BI4Dynamics addresses data migration problems that can be caused by Dynamics upgrades by directly joining new and archived databases in the BI4Dynamics Data Warehouse.
How can I integrate external data sources?
You can integrate external data sources using:
1. Corporate BI model – Power Query-based BI4Dynamics ETL Power BI Datamart: Adding any external database using Power Query-based BI4Dynamics ETL and Power BI Datamart.
2. Department Power BI Report – Bulid a composite model using Power BI Premium or Azure Analysis Service: Extending BI4Dynamics Corporate Tabular Model by adding any source supported by Power BI Desktop.
What is the granularity level of reports?
You can drill down to the document level without the need for aggregation.
Stay Ahead with BI4Dynamics
In today's dynamic business environment, having real-time access to accurate and comprehensive financial data is essential. The BI4Dynamics Finance Power BI Dashboard equips you with the tools needed to:
Gain Complete Financial Visibility
- Understand every aspect of your financial performance.
- Make informed decisions with confidence.
Enhance Strategic Planning
- Use data-driven insights to guide your financial strategies.
- Identify opportunities for growth and areas for improvement.
Improve Operational Efficiency
- Streamline financial processes.
- Reduce costs and allocate resources effectively.
