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ID770 - Financial Insights (Power BI) Overview & Sample:

Power BI Report showing financial & contract billing data

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Overview

Overview

This is a Power BI Report showing financial & contract billing data, budget analysis, and KPI's. Includes Income Statement and Balance Sheet Analysis, as well as Financial Business Ratios, Cash Flow Analysis, Year-over-year comparison, Budget to Actuals and Analysis.  

Subscribe to ID40 to get your Budget(s) in the report

Click here for getting Power BI in place.

Click here to download the file. 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:

ID770LandingPage.png

 

Income Statement:

ID770IncomeStatement.png

 

Operational Summary:

ID770Operational.png

 

Budget to Actuals:

ID770BudgetActuals.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  

-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: We are working with ECi to open up our access so we can set an ODBC connection for you. If you are interested, then please provide us the public static IP address for your company network so that ECi can whitelist it to allow us access.

 

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Power BI Reporting

Power BI Reporting

1. Use filters at top to filter as needed, be sure to review Reporting Period to ensure you have needed Fiscal Period:

 

 

2. Details for transactions can be seen / drilled down to:

ID770Drill1.png

ID770Drill2.png

 

3. You can categorize on your Income Statement and filter the reports for those categories by using Custom Property ZCJGLSubGroup01 on your GL accounts. Populate the Custom Property with the naming of your groups (i.e. 01 Equipment, 02 Service) on appropriate GL accounts. Then the next day (our background tables need to run each night first), you will see these in your drop down filter.

ID770a.png

ID770Group.png

ID770c.png

 

4. The Aged AR Invoices, will only show open invoices IF there is an amount due. If the total amount due is a negative balance, we will show no data on this page.

ID770OpenAR.png5. Forecast vs Budgets provides insight of your Actuals, Budget, and Forecasted Actuals. You can filter PnL entities, GL Branches, GL Departments, GL Accounts, and more! Watch the video link below for 4-minute review.

 

 

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Best Practices & Tips

Best Practices & Tips

-There is A LOT of data in this dashboard. Best to publish this report to a workspace so you can view via the app service. If you have Power BI Pro, then share to workspace for all with access to that workspace to view.

OR if you are not using Power BI Pro, then you can publish to your own workspace (no one else will be able to view):

ID770d.PNG

ID770e.PNG

 

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Related Alerts

Related Alerts

ID40 - Budget Import Utility

ID281 - Customer Retention Rate Power BI

ID568 - eAuto Activity Trends Power BI

ID704 - The Financial "Model" Power BI

ID771 - Service MIF & Profitability Power BI

ID774 - Customer Business Review 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"

 

 

poll_from_042321_webinar.jpg

 

Original one hour extended webinar below (outdated now).

 

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