Power BI Financial Statements

Financial data is the backbone of every business decision.

But too often, finance teams juggle between endless spreadsheets and outdated reports.

A well-built CFO Dashboard transforms financial data into a strategic asset and provides a real-time, consolidated view of company performance.

In this 4th post of the Power BI Breakdown series, I’m sharing a demo of a Financial Analytics Dashboard built for CFOs, finance teams, and decision-makers.

This dashboard answers key financial questions:

⤷ How is our cash flow evolving?

⤷ Are we financially healthy? (Debt ratio, current ratio, assets vs. liabilities)

⤷ What’s driving our profitability? (Revenue, gross profit, net margin)

However, one of the most challenging parts of building a CFO dashboard is data modeling.

Often, data is siloed across various sources, such as:

🔹 ERP & Accounting Systems (SAP, NetSuite, QuickBooks) → Revenue, expenses, balance sheet

🔹 Banking & Payments (Stripe, PayPal, bank transactions) → Cash flow tracking

🔹 Payroll & HRIS (ADP, Workday) → Salary and benefit costs

🔹 CRM & Sales Data (Salesforce, HubSpot) → Revenue pipeline

And that’s just the beginning…

That’s why you need a solid data infrastructure and a well-structured data mart.

Power BI helps you bring all this data together and no longer rely on static reports.