Whitepaper: How three top Australian SME’s transformed their enterprise planning with Power BI
 

Close

Enhance Microsoft Dynamics (Business Central) with Power BI,
turning complicated data sources into insightful business strategy

Microsoft Business Central is an Enterprise Resource Planning (ERP) system that supports organisations with sales and supply data. Managing everything from Customer Relationship Management (CRM), quoting, ordering, producing, shipping and invoicing, purchasing, receiving, paying and inventory management to financial modules such as General Ledger, Accounts Receivable and Accounts Payable.

While Business Central does have a “reporting” functionality in the form of excel exports, it doesn’t provide valuable insights and how they measure up against your key KPIs. Power BI takes the data you’ve already pulled together and uses that to give you a holistic view across multiple business units, departments, customers and employees.

As a trusted Microsoft partner, we will help you meet your specific information needs and make better decisions with Power BI.

Benefits

Eliminate guesswork through meaningful Insights to make well-informed decisions.

Monitor your KPIs in real time from any device, anytime.

Plugging in Power BI to Business Central allows fast implementation.

If your employees are familiar with Business Central, they should be able to use Power BI with minimal training.

If your company has invested in Business Central, you already have most, if not all of your data stored centrally

Share the insights across the organisation with dedicated dashboards for each type of user profile.

Microsoft Power BI is one of the best BI tools globally, winning respected research firm Gartner customer choice award 2018.

If you are already paying for the full Dynamics licence then you may already have access to Power BI with no additional licencing fees.


How Effective is our
Business at Generating
Profit on our Revenue?

CFO Dashboard
(Profit Margin Analysis)

The Net Profit Margin KPI measures how effective your business is at generating profit on each dollar of revenue you bring in. This financial data analytics KPI is a measure of the profitability of the business and is instrumental in making long- and short-term financial decisions.

Request CFO dashboard


Are our expenses in line
with our budget and sales
forecast?

Opex-to-Sales
Dashboard

Companies often spend vast amounts of money on the products they sell, incurring expenses such as marketing, storage, manufacturing and salaries of workers. To maintain profitability, it is important to verify each product’s operational expenses (Opex) to Sales ratio is as low as possible. This dashboard is used to reduce a company’s Opex to Sales ratio.

Request Opex-to-Sales dashboard


What Was our Profit or Loss
Over the Last Financial Year
and How it Arose?

Profit and Loss
Dashboard

The P&L report is prepared as frequently as managers need them, usually monthly or quarterly. A P&L report goes to the manager in charge of each profit center; these confidential profit reports do not circulate outside the business.

Request P&L dashboard

"The Clade team went above and beyond their duty to successfully deliver this crucial enterprise wide business intelligence project. They had to extract massive amounts of data from our various travel, finance and operational systems and presented a consolidated view of the data in easy to understand, but powerful Microsoft Power BI dashboards, so everyone in our organisation can get the answers they needs and start acting on those insights immediately."

Kim Wethmar, CEO TravelEdge Group

Transform your enterprise planning today. Call us on (02) 8059 7100 or click below to request the Financial Insights Pack.

CONTACT US

Suite 201 Level 2, 84 Pitt Street
Sydney NSW 2000 Australia

02 8059 7100