Oftentimes we can understand the benefits of a particular system, but we hesitate because it is not as easy to see how the system can be used to benefit our situation. With that in mind we have created a few example reports to give you some ideas on Power BI reports that you could use. These reports are all available for you to purchase and they can also be customized to fit your individual business needs.
In all our example reports we are connected to data from Microsoft Dynamics GP, so if you use that system these reports could work for you.
With sales reports you can see how current sales compares to the sales from the last period or last year. See progress towards yearly goal, your top 10 items and customers and view total sales by location, territory and salesperson.
View current contract details by division, customer and individual contract. Track average increase year over year and keep tabs on when contracts are expiring.
Job Cost Report
Keep tabs on cost versus revenue and billing for jobs. Drill in to see the breakdown of costs by cost type.
With service reporting you can track service calls and appointments by type, date and division. View cost versus billing and identify where improvement is needed.
AR and Cash Balance Report
With the accounts receivable report you can view customer balances by aging, city and salesperson. Also, view overall cash balance by account.
GP Content Pack
This is a basic report showing data in finance, inventory, purchasing and sales.
These reports are a wonderful way to start utilizing Power BI and give you an insight on how this tool can benefit your team. As a reminder all these reports can be customized to fit your individual needs or be used as a jumping off point for designing a custom report tailored specifically to your organization.
-Jerica Coleman, CRM and Power BI Consultant