ID770 - Financial Dashboard (Power BI) Overview & Sample – CEO Juice

Power BI Dashboard showing financial & contract billing data

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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 for getting Power BI in place.

Click here to download the file (10/26/20 version). Be sure when you do download, save as the exact file name (i.e. ID770.pbx) of the previous version; otherwise, you will end up with two different ones.

Type of Output: On Demand Power BI Report

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Sample

Sample

Landing Page:

Financial Cockpit:

Operational Cockpit:

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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