Power BI Finance Dashboard — P&L, Cash Flow & Budget vs Actuals in One View

Who Is This For?

CFOs, finance managers, and founders who need accurate financial visibility without spending 6 hours rebuilding the same Excel model every month-end.

• Finance heads who need real-time P&L, cash position, and budget vs actuals
• CFOs preparing board reports who want data that updates itself
• Founders tracking burn rate, MRR, and profitability across departments
• Finance teams using QuickBooks, Xero, Tally, SAP, or custom ERP systems

What's Tracked in a Finance Dashboard

• P&L Statement — Revenue, COGS, gross margin, operating expenses, EBITDA
• Budget vs Actuals — Variance analysis by department and cost center
• Cash Flow Tracker — Operating, investing, and financing activities by period
• Expense Breakdown — Spend by category, vendor, and team with drill-through
• Revenue by Stream — MRR, ARR, one-time vs recurring, by product or region
• Month-over-Month Trends — Revenue growth, margin trends, working capital changes
• Accounts Receivable / Payable — Aging buckets, overdue alerts, collection velocity

Data Sources I Connect

Process