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Accountants

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How our customers use Power BI


Accounting Insights has helped companies to use Power BI to solve a wide range of reporting needs. Here are some examples:


Product demand forecasting

Product demand forecasting

If you are in the wholesale business, your business model may be all about being able to deliver products at short notice, and in the right format and quantity, to your customers. Perhaps you purchase on long lead-times. Competition is tough and margins are always under pressure. Critical to your business model is to forecast product demand by SKU, perhaps 3, 4 or 5 months ahead.

By holding a rolling 2-year sales history in your Power BI model you can project forward your sales by SKU, taking into account underlying sales trends as well as seasonality.

Continuous Sales Reporting

Continuous Sales Reporting

Keeping momentum up in a sales team can be hard, but with a good sales reporting model in Power BI, you can do a number of things to change this.

Why not publish live sales data to a screen in your sales room? Let the heroes of the day be recognised. See how each sales rep is performing against target, as it happens.

Event Profitability

Product demand forecasting

If you are in the events or hospitality business, you may want to look at you profit & loss around particular days or events. For example a hotel running a wedding may want to look at certain profit & loss elements just for the period of the event. What is the overall impact of the event on the hotel profitability for those days?

A well-constructed model in Power BI will let you do this, potentially pulling in information from a number of sources such as your bar POS system, staff rostering system as well as your accounting software.

P&L and variance reports

P&L and variance reports

P&L variance analysis is so much easier to do in Power BI than you are probably used to with other methods. Firstly, through its tight integration with Excel, Power BI offers you very flexible ways firstly to set your budgets and then to track them against actual.

Very powerful visualisation options mean that you can pack a wealth of variance analyses onto a single-page report: actual vs budget, actual vs last year or previous month. Flip between a monthly view or year-to-date; between absolute or % variance. Track variance against previous periods, budgets, and forecasts all in one place.

Why not publish live sales data to a screen in your sales room? Let the heroes of the day be recognised. See how each sales rep is performing against target, as it happens.

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