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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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Great Design and Formatting.
Could you share the pbix layout with me? I would love to inspire my company to see their data in a similar way!
My email is elena.koleva@stendenhotel.com.
Thanks in advance!
Hi,
Very good dashboard and layouts.
Can you please share the .pbix file to apentyala@hotmail.com
Thanks&Regards,
Would you be able to share the Pbix file for this, I love the layout of it.
Good one!. Very neat and professional design.
Can yoy please let me know the control you have used for matrix in balancesheet page ?
Thanks
hola puedes compartirlo al correo de lobar28@hotmail.com gracias
Great works!! Would you like to share this pbix file via email? nikunj.p@mindquad.in
did you get this pbix? if yes, could you please share with me
Would you send me the pbix file for this financial dashboard? I would love to use a rendition of it. cm302976@northhighland.com
Hi,
Amazing dashboard. Would love to use the layout as an inspiration. Can you share the pbix file?
E-mail: abhilashramprasad@gmail.com
Thanks a lot,
Abhilash Ramprasad.
Great works!! Would you like to share this pbix file to my email? ilhamfadhillahamka1@gmail.com
Hi,
would you be willing to share this Pbix file with me? My email is drmuralimca@gmail.com.
Nice work ! could you please share the PBIX file? Thanks !!!
hmancera117@gmail.com
@Metricalist Please can you post the Pbix file as i would really love to use this.
Great dashboard.
@Metricalist wrote:
Financial dashboard that tackles the core of financial statement analysis:
- Financial Overview
- Income Statement
- Balance Sheet
- Cash Flow
Data Source:
Dynamics NAV (Navision)Email: info@metricalist.com
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Hi
Would you be able to share the Pbix file for this, I love the layout of it.
thanks
Adam