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Challenge:
Streamline financial reporting for a firm that provides accounting services to clients, whom requires essential financial reports delivered in a timely manner
The current process which involves extracting, loading of data and creation of reports, all consist, mostly of manual task which ultimately takes chunk of work time. This is specially the case during month’s end where the firm is required to hand over the multiple reports for their clients.
Solution:
The solution was designed to equip organization, quick access to accurate financial information. Developed with the following goals in mind; move traditional financial reporting in excel to modern BI dashboards, to empower customers with an efficient tool to track financial health and performance.
The Financial Dashboard consists of the following views and capabilities;
Impact:
It allows the team to focus on the core operations which equates to more confidence on onboarding additional clients. It dramatically reduce time it takes from accessing the vital data and sending client reports and at the same time keep their clients satisfied and always on tabs of their growth and performance.
This template (with sample data) is provided for free to all newsletter subscriber of metricalist.com.
You can find and download for free the template from the following solution page: Financial Performance Overview
Contact us to have a custom report built for your company.
Email: info@metricalist.com
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good Dashobard, is it possible to share the PBIX file on adeel.memon@hilalfoods.com.pk
I don't and it"s very interesting
Awesome!! Could upi please, share with me pbix as well? aidana1591@gmail.com
Would you send me the pbix file for this financial dashboard? I would love to use a rendition of it. strattest19@hush.ai
Great dashboard !
can you please share the file with me at affordableweddingaccessories@gmail.com
I love this layout! Could you please share the PBIX file - melehmann16@gmail.com. Thank you!
Hello @Metricalist ,
I like the look of the dashboard.
Could you please send the pbix file , many thanks!
I'd love the pbix file for this.
Please send to wwsd16@yahoo.com.
Thanks!
Great Dashobard, is it possible to share the PBIX file - balachandra.srinevasalu@gmail.com
Would you be able to share the Pbix file for this, I love the layout of it.
vesta.admin@gmail.com
Hello @Metricalist !
This is an awesome dashboard!
Could you share the .pbix file with me? I would love to inspire my company to see their data in a similar way!
My email is ferranrc@me.com
Thank you very much in advance!
Very impressive
Could you share this pbix file
pavel.malevin@gmail.com
Hi,
Great Design!!
Please can you post the Pbix file via email( sapbi372@gmail.com ) as i would really love to use this.
Best Regards,
Hi, I love the look of this dashboard, could you please send the pbix file to ar82@me.com - many thanks @Metricalist
impressive dashboard
could you share this pbix file
email:mmohammed.noordeen@gmail.com
Hi, very good dashboard! Can you please share the .pbix file to nicoviademonte@gmail.com
Best regards,
Could you share pbix file for me? It's great.
Please can you post the Pbix file via email(ion.gomez@opendeusto.es) as i would really love to use this.
@Metricalist Please can you post the Pbix file via email(charleneshiz10@gmail.com as i would really love to use this.
@Metricalist This is AMAZING! Would you be able to share this with me? You can share here or email it to me! evirgil@mmcc.org