Finance Dashboard Power BI
for D365 Finance & Operations(F&O)
Finance Dashboard Power BI for D365 Finance & Operations(F&O)
Transform your financial reporting with our modern and interactive Finance Dashboard for D365 F&O,
designed to give finance teams complete visibility into their numbers.
Monitor financial analytics with powerful Power BI visuals built for data-driven decisions with our D365 F&O Finance Dashboard.
Try the D365 F&O Finance Dashboard Yourself
Get Personalized Finance Dashboard
for D365 F&O
Global Data 365 simplifies reporting by automatically extracting and organizing your D365 F&O data into a centralized analytics model.
Finance Dashboard Modules
for D365 Finance & Operations
From real-time cash flow monitoring to detailed income statement analysis, unlock actionable financial insights that help you manage performance and make data-driven decisions across your entire finance cycle with financial dashboard for D365 F&O.
Financial Summary
High-level financial overview & GL analytics
Overview
Cube
trial balance
cash flow
gl entries
Get a consolidated view of your company’s financial health in D365 F&O from trial balance and general ledger entries to cash flow trends and multi-dimensional cube analysis.
- KPIs: Total Revenue, Total Expenses, Net Income, Cash Position
- Trial Balance — debit vs credit with account-level drill-down
- Cash Flow — operating, investing & financing activities
- GL Entries — filter by account, period, dimension & posting layer
- Multi-dimensional Cube for ad-hoc financial slice & dice
Income Statement
P&L performance, budget & ratio analysis
Overview
vs budget
report
ratios
Analyze your profit & loss in D365 F&O across periods, compare actuals vs budget, review key profitability ratios, and drill through a full income statement report.
- KPIs: Gross Profit, Operating Income, Net Profit, EBITDA
- Revenue vs Budget — variance & % deviation by account group
- Full Income Statement report with period comparison
- Profitability Ratios — gross margin, operating margin, net margin
Balance Sheet
Assets, liabilities & equity position
Overview
report
ratios
Monitor your complete balance sheet in D365 F&O from current and non-current assets to liabilities and equity, with period-over-period comparisons and key financial ratios.
- KPIs: Total Assets, Total Liabilities, Equity, Current Ratio
- Full Balance Sheet report — structured by account category
- Liquidity & Leverage Ratios — current, quick, debt-to-equity
- Period comparison — MoM and YoY balance sheet movement
Analysis
Forecast comparison & influencer intelligence
vs forecast
decomposition
influencers
Dive deeper into your financial performance with forecast variance analysis, decomposition trees, and AI-powered key influencer visuals to understand what drives your numbers in D365 F&O.
- Actuals vs Forecast — variance analysis by period & account
- Decomposition Tree — break down any KPI by multiple dimensions
- Key Influencers — identify top drivers of revenue & cost changes
- Trend anomaly detection — spot unusual movements quickly
What Our Customers Have to Say About Us
Working with Global Data 365 has been a fantastic experience. Their Power BI reports have completely transformed how we analyze and use our data. The insights are clear, actionable, and have made decision-making so much easier for our team.
Tres Nelson
Manager BI - Signature Systems
We are incredibly impressed with the sales dashboard designed for us on Power BI by Global Data 365. The dashboard has provided us with valuable real-time insights into our sales performance. We would highly recommend their services to anyone looking to take their sales analysis to the next level.
Ahmad Hammad, MBA
BI & ERP Specialist at SYH Retail - IKEA
Global Data 365 delivered an exceptional inventory dashboard for Baker Hughes. The Power BI solution provided real-time insights, streamlined inventory management, and improved decision-making across our operations.
Alan Siqueira
Inventory Manager - Baker Hughes
Thanks to Global Data 365 for their outstanding Power BI service. We are grateful for the opportunity to work with Global Data 365’s team of talented and committed individuals
Mohammad Arshad
Financial Control & Reporting Assistant Manager - PepsiCo
It was a genuine pleasure working with Global Data 365. They consistently demonstrated patience, professionalism, and attentiveness to my requirements. Their expertise in Power BI is impressive; they quickly comprehends the concepts I aim to communicate and promptly provides effective solutions.
Rana Yaseen
Accounting Manager - Boston Scientific
The supply chain dashboard on Power BI has revolutionized the way we manage our operations, providing real-time insights that enable us to optimize for maximum efficiency. They were highly professional and responsive throughout the process, and we highly recommend their services.
Mahmoud Mohsen
IT Administrator - Alif
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