The Power Pack

What's included in the Power Pack?

Out-of-the-box, you get the following reports:

• Finance Report
  

  The purpose of this report is to provide a dynamic approach to an otherwise traditional set of financial statements. The user can review P&L and Balance Sheet for current and prior periods, analyse trend and asses the financial results of the company across dimensions. Once a result has been identified for further investigation, the user can drill through to GL entries to analyse the lowest level of detail, showcasing the ability of Power BI to deliver high-level KPI results, alongside the ability to provide the lowest level of detail in support of that analyse and to complete the self-service of insight.

• Sales Report
  

  The purpose of this report is to provide users with the ability to quickly identify the largest and smallest customers of the business in any period, by Turnover, and to identify those customers with high and low gross profit margins. This approach showcases how Power BI can be used to transform a detailed dataset into a decision-focused dashboard; unprofitable customers can be isolated with two clicks, and then the user can drill through to analyse those sales across items, to identify pricing problems and isolate the actions required. This version of the sales report is built to analyse sales of inventory.

• Inventory Report
  

  The purpose of this report is to provide users with the ability to quickly identify the current status of inventory cover across all items by location. The report is augmented by the last 12 weeks of sales data to calculate how many weeks’ worth of sales of each item are currently held, thus allowing us to visualise each item by a banding of weeks-cover. A user can analyse inventory on this basis and identify items at risk of being out of stock (therefore putting order fulfilment at risk), alongside those items which are slow moving, to affect inventory management decisions in the business.

• Accounts Receivable Report
  

  The purpose of the Accounts Receivable report is to provide the ability to easily identify problematic customer balances, by exception, and to be able to drill down to the appropriate level of detail to understand individual invoices outstanding. This action-focused approach is intended to support decision-making for communicating with customers and targeting activities towards the largest, most overdue, or riskiest balances to support healthy cash flow in the business.

• Accounts Payable Report
  

  The purpose of the Accounts Payable report is to provide users with the ability to easily identify problematic vendor balances, focusing on exceptions, and enabling drill-down to understand individual outstanding invoices in detail. This action-oriented approach aims to support decision-making by facilitating effective communication with vendors. The goal is to optimise cash flow within the business by actively managing accounts payable and fostering strong vendor relationships, to ensure a healthy supply chain, while sensibly utilising credit terms for healthy working capital.