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Power BI Templates
for great, professional finance reports
Accounts Receivable Template
This template is for finance and collections professionals that want to drive down average debtor days.
The Power BI Accounts Receivable Template gives a company-wide overview of your debtors.
Receivable KPIs tracked
Accounts Receivable Template for Power BI tracks 10 KPIs for the whole company and selected customers.
A detailed picture of your Accounts Receivable, showing a timeline of receivables falling due.
Receivables Trends Page
Shows the underlying trends of the receviables over the last 12 months and three months.
Profit & Loss Template
A powerful four-page profit and loss template showing actual and variance against previous, budget and forecast amounts.
Profit & Loss Summary
Shows the actual P&L and variance, with costs as a % of sales for a selected period range.
Absolute or cumulative P&L, absolute or as a % of sales, by month, side-by-side, for a selected period range.
P&L Partner Influence
Shows the influence of customers and suppliers on the P&L for a selected period range.
P&L Drill Through
Individual transaction details and the source for a selected profit & loss summary amount.
What these Power BI Templates comprise
These Accounting Insights Power BI Templates are not the .pbit files that you may expect, without any data, rather fully functioning .pbix files, complete with sample demo data in a separate Excel file. The demo data is realistic with:
- Tens of thousands of transactions
- Over 1000 customers and suppliers
To get started with the Power BI Templates, all you need to do is to re-point the Power BI Desktop file to your copy of the Excel data source. Customization services and training in the use and extension of these templates are available on request. Contact us.