03-17-2020 21:37 PM
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.
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;
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.
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 firstname.lastname@example.org.
Thanks in advance!
Amazing dashboard. Would love to use the layout as an inspiration. Can you share the pbix file?
Thanks a lot,
@Metricalist Please can you post the Pbix file as i would really love to use this.
Financial dashboard that tackles the core of financial statement analysis:
- Financial Overview
- Income Statement
- Balance Sheet
- Cash Flow
Dynamics NAV (Navision)