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ID770 - Financial Dashboard (Power BI)

Power BI Dashboard showing financial & contract billing data

Jump to Overview | Samples | Variables | Alert Functionality | Power BI Reporting | Best Practices & Tips |  Related Alerts | Webinar

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Overview

Overview

Power BI Financial Dashboard providing many Key Performance Indicators. Includes Income Statement and Balance Sheet Analysis as well as Financial Business Ratios and Cash Flow Analysis.

Click here to download the file (10/26/20 version).

 

Type of Output: On Demand Power BI Report

 

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Sample

Sample

Landing Page:

ID770_1.PNG

 

Financial Cockpit:

 

ID770_2.PNG

 

Operational Cockpit:

 

ID770_3.PNG

 

 

 

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Variables

Variables

This alert has no variables

 

 

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Alert Functionality

Alert Functionality

-See here for getting Power BI in place. 

-Click here to download the file (9/4/20 version). 

-Real time financial data pulled from eAuto transactions. We do not calculate any data, we are just pulling into report format what eAuto transactions provide.

-Note you must be signed up for ID770 for this to install and run as we push needed support tables.

-For ECi Hosted clients please ask ECi to install Power BI in your hosted environment.

 

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Power BI Reporting

Power BI Reporting

-If you have garbage date (top right) for Period Filters, please just use drop down to select Period Date Filter (our file automatically sets to a Fiscal = Calendar Year. If your Fiscal Year is different from Calendar Year, then you will just need to manually update the Period Date Filters

ID770_4.PNG

-Use filters at top to filter by

(1) Dollars, GL Branches, GL Depts

(2) Set what determines bubble size for graphs

(3) hover over bubble to see details

ID770_5.PNG

-Select 'use animation' to see graph lines:

ID770_6.PNG

-Details for transactions can be seen / drilled down to:

ID770_7.PNGID770_8.PNG

 

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Best Practices & Tips

Best Practices & Tips

-We include a Native View and a "Zebra" view. The Zebra view is a cool toolset we think clients will love but costs about $100 per year:

ZebraView.PNG

 

 

 

 

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Related Alerts

Related Alerts

ID568 - eAuto Activity Trends Power BI

ID900 - Financial Benchmarks Power BI

 

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Webinar

Webinar

 

3 minutes preview below, one hour below that.

One hour extended below with sneak peak at "The Model"

 

Original one hour extended webinar below (outdated now).

 

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