Finvalda Basic is a set of 8 Power BI reports for users of Finvalda

An overview of the company's main financial and operational figures for the period you choose. The cards on the left carry the headline numbers:

The bar charts show revenue and costs month by month, and can be rolled up to quarters or years, alongside cash held at the bank. The chart at the bottom shows the working-capital balance over the last 6 months.

The charts in the middle break sales down by business unit and account manager, and show how many invoices were issued in the period against last month and last year. The tables on the right summarise the profit and loss and the sales for the period, next to the same period a year earlier.

This page is for:

Detailed financial analysis by general-ledger account. The cards on the left show revenue and costs against the previous period, along with the make-up of the ledger group you have selected. The report can be filtered by business unit. The bar chart shows the month-by-month movement of the figure you pick — revenue or costs — against the same period a year earlier.

Below it, the main table lists the values of the relevant ledger accounts and expands from summary accounts down to individual entries.

This page is for financial analysts, managers and accountants. It lets you:

this page covers stock levels, stock movement and supply. The cards on the left carry the key warehouse-efficiency figures:

The main table gives stock on hand in units and euros, with the quantity and date of the last purchase and the supplier's name.

This page is for logistics, purchasing, warehouse and finance staff. It helps you:

For tracking and assessing commercial performance. The cards along the top summarise the selected period against the same period a year earlier:

The line and bar charts in the middle show revenue cumulatively and month by month, always against the same period a year earlier. The charts and table at the bottom break sales down by product group and business unit, and show how each account manager is performing.

A high-level sales overview that lets managers and decision-makers see quickly:

This Power BI report analyses sales in detail by customer, supplier, product and period. On the left are summary tables of sales by customer and of sales of each supplier's products.

You build the main table yourself, choosing which measures to show from the controls at the top. You can also pick the business unit and the two periods you want to compare.

The bar chart at the bottom shows sales and profit month by month, from the earliest day of the first period to the latest day of the second.

This page is for detailed sales analysis. It lays the data out so you can dig into sales by:

This report looks closely at how individual products are selling. On the left is a list of the products whose sales rose or fell over the period, together with a short AI-generated summary of everything on the page.

The table at the top centre gives total product sales in euros, with a sparkline against each product showing how it sold over the period.

The table at the top right shows sales of the selected products by day of the week. Use the search box at the top of the page to find a particular product. The bar chart at the bottom shows product sales month by month.

A revenue-bridge model that explains what drove the difference in revenue between two periods — price, volume or product mix.

The filter bar at the top lets you choose product groups, business units and account managers.

A waterfall chart shows how the difference between the periods was made up:

A classic revenue-variance page: it separates the change in sales into clear, individual causes. Useful to commercial directors and financial analysts alike when judging how the business is moving.

A classic revenue-variance analysis: it separates the change in sales into clear, individual causes. Useful to commercial directors and financial analysts alike when judging how the business is moving.

A structured view of the financial data showing how the organisation's assets are made up across periods. The report can compare several years at once. Balance-sheet lines expand down to individual general-ledger accounts, and from there you can drill through to a detail page listing every ledger entry that makes up the figure.

The bar chart at the bottom shows how the row selected in the table above moved across the years you chose.