05 · Power BI

Reports your management actually opens. Built on your BC data, not a demo template.

  • Interactive dashboards
  • Automatic refresh
  • Access from your phone
  • Automatic alerts
01 · Dashboards by role

Each role sees its own numbers

The warehouse and senior management need very different numbers.

The higher up the organisation, the more aggregated the numbers need to be. The closer to operations, the more concrete.

We set up dashboards by role, so the warehouse worker sees their pick lists, the department manager their KPIs, and the managing director liquidity and profit.

  • Warehouse worker → pick lists
  • Middle manager → department KPIs
  • Managing director → liquidity and profit
02 · Financial reports and KPIs

Financial reports and KPIs

Much of what you need already exists in standard Business Central. It just has to be set up correctly.

The Financial Reports feature builds on your chart of accounts. We set them up so you can analyse G/L accounts and compare them with the budget.

With dimensions, entries can be grouped by, for example, customers, regions, products and salespeople. Then the numbers can be sliced the way you run the business.

On top of that, we define the KPIs you actually manage by, so problems become visible early.

  • Financial reports
  • Dimensions
  • KPI tracking
03 · Power BI and automation

Interactive dashboards in Power BI

When Excel and standard reports are not enough, we build it in Power BI.

Business Central includes built-in Power BI apps for functional areas such as Finance, Inventory, Sales, Manufacturing and Sustainability.

We adapt them to your data and the way you manage. The key figures can be viewed on your phone, and we set up alerts that notify you when a KPI moves outside the agreed range.

  • Finance / Sales / Inventory / Manufacturing
  • Access from your phone
  • Automatic alerts
04 · Ad hoc and standard reports

Analysis directly in Business Central

Many questions can be answered without a dashboard.

With Data Analysis, almost any list page can be switched to analysis mode, where data can be grouped, filtered and pivoted.

With "Open in Excel", a filtered list can be taken into Excel and used with, for example, Analyze Data or Forecast Sheet.

Business Central also has more than 300 built-in reports. We show you which of them cover your needs before we build new ones.

  • Data analysis mode
  • Open in Excel
  • 300+ built-in reports
05 · Advanced BI

When the standard tools are not enough

If Business Central data has to be combined with data from other systems, we connect external BI tools.

We extract the data to a data warehouse or a Data Lake and analyse it in, for example, Microsoft Fabric. The data exchange runs over Business Central API v2.0.

  • Microsoft Fabric
  • Data Lake / data warehouse
  • Business Central API v2.0

Decisions based on numbers, not gut feeling

We show you what Power BI can show on your own Business Central data.