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Wiise Financial Dashboards

Автор: Wiise

Wiise Financial Dashboards in Power BI

Wiise financial dashboards, built on Microsoft Power BI, give you instant, data-driven visibility into your organisation's financial health. Track profitability and budgets in real time, monitor cashflow, and manage commitments with precision to help you make smarter decisions faster.

The Financial Dashboard Pack covers six key areas:

1. Profit & Loss Insights

See the full picture of your profitability with:

• Revenue, expenses, and net profit at a glance
• Drill-down by projects and GL accounts
• Track trends and identify top cost drivers

This helps you pinpoint cost drivers, measure the impact of decisions, and maintain a healthy financial trajectory without relying on manual reports.

2. Actual vs Budget

Track performance and spot variances early with:

• Real-time comparison of actuals vs budgets
• Project and GL account budget tracking
• Variance analysis to identify revenue shortfalls or unexpected costs

This enables quick course correction and alignment with business goals.

3. Accounts Receivable

Stay on top of customer payments with:

• Clear view of invoices, payment status, and overdue balances
• Filters by customer, age, and risk to prioritise outreach

Reduce outstanding invoices and improve cash collection.

4. Accounts Payable

Manage outflows and supplier relationships with:

• Real-time view of cash on hand and overdue payments
• Filters for outstanding invoices and due dates
• Ageing reports and turnover ratios

Keep cashflow healthy and avoid missed payments.

5. Cashflow Insights

Understand your liquidity at a glance with:

• Consolidated view of cash position, inflows, and outflows
• Historical trends and forward projections
• Six-month views of expenses and AR/AP turnover

Make informed decisions on spending and investments confidently.

6. Commitment Report

Gain full visibility into budgets and purchase commitments with:

• Side-by-side comparison of actual spend, committed POs, and uncommitted POs against budgets
• Variance analysis to highlight areas of concern
• Drill-down tables for GL accounts with linked documents
• Interactive filters for date ranges and dimensions

This helps finance teams and managers proactively manage budgets, prevent overspending, and improve cashflow forecasting without manual spreadsheets.

Together: Confident, proactive decision-making

Managing finances shouldn't mean chasing down reports or working with incomplete data. With Wiise Financial Dashboards, you get instant, accurate visibility into your financial performance and the clarity to make smarter, more strategic decisions.

Быстрый обзор

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