Finance Insights
Finance Dashboard is another highly preferred dashboard which is mainly used by Upper Management as a point of information about business finance. These Power BI reports enable you to effectively track financial performance, analyze key metrics, and make informed decisions to drive financial success. The Finance Insights Dashboard consists 2 reports which are Finance Insights and Aging report for Accounts Payable and Accounts Receivable.
Finance Insights report gives an Overall summary of Accounts payable and Accounts receivable which helps to effectively keep an eye on the receivables and payables and gain insights into the overall financial health of your organization. The Aging Report Gives information on the AP and AP aging which helps track/plan out payments and receipts and identify overdue payments and manage timely payments & receivables.
The Finance Insights dashboard has been developed with the data from Dynamics365 F&O. Similar reports like these can be developed from D365 BC or any other application having similar data
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