Hi @powerbiexpert22,
Thank you for reaching out to the Microsoft Fabric Forum Community.
Power BI does offer several options to help you get started with common reporting needs such as fund performance, contribution tracking, and compliance status reports, though some level of customization is usually required depending on your data model and KPIs.
Microsoft provides a collection of sample datasets and Power BI Desktop reports (.pbix files) that can be used as starting points. You can find these here:
Get samples for Power BI - Power BI | Microsoft Learn
For more use cases, check out Microsoft AppSource. It features a variety of Power BI apps and templates designed by Microsoft and partners, many of which are tailored to financial services, nonprofit organizations, and regulatory compliance.
Microsoft AppSource – destination for business apps
Vendors like Zebra BI offer specialized visuals and templates for financial reporting. Additionally, you’ll find community-contributed templates and dashboards on platforms like GitHub and the Power BI Community Gallery that you can adapt to your specific needs.
powerbi-desktop-samples/Monthly Desktop Blog Samples/2018/2018SU10 Fuzzy Matching Demo - October.pbi...
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Thank you.
