Power BI ataskaitos · Finvalda

Finvalda PRO is a set of 19 Power BI reports for analysing data straight out of Finvalda.

PRO 19-report set (Finvalda PRO) — €89/month

Finvalda PRO ataskaitos

The Finvalda PRO set contains these reports:

Power BI business analytics for executives

This report gives an executive the company's headline figures. For the period you choose it shows revenue, costs, profit, receivables and payables, and liquidity ratios, each compared automatically against the same period a year earlier. Revenue and cost movements are shown month by month and as totals for the period. It also carries the cash held at the bank at each month end, the movement in working capital, a condensed profit and loss statement, the number of invoices issued, and stock on hand.

Revenue, costs, profit and margin in one place
Receivables and payables, liquidity ratios
Automatic comparison with the same period last year
Profit and loss statement, and sales by product

Power BI revenue analytics

The second page analyses revenue. It shows revenue month by month and cumulatively, compares it against the same period a year earlier, breaks it down as percentages and sets it against budget. A separate table lets you expand any summary account down to the individual entries.

Revenue by month and cumulatively
Comparison with last year and with budget
Sales revenue mix, as percentages
General-ledger accounts down to the finest level

Power BI cost analytics

The third page analyses the company's costs. It shows costs month by month and cumulatively, compares them against the same period a year earlier, breaks them down as percentages and sets them against budget. A separate table lets you expand any summary account down to the individual entries.

Costs by month and cumulatively
Comparison with budget and with the previous period
Cost breakdown by category
Cost movement against last year

Power BI sales analysis

This page shows sales, profit and profit margin for the period, along with how many invoices were issued, the average invoice value and the discounts given — all against the same period a year earlier. Sales are broken down by product group and business unit, and a table shows each account manager's sales, the margin on them and how many customers they hold.

Sales after discounts, profit for the period and margin %
Number of invoices issued and the average invoice
Sales by product group, business unit and account manager
Summary of discounts given

Power BI profit analysis

Profit analysis in Power BI: how gross, operating and net profit moved over the period, shown both month by month and cumulatively, with separate detailed profit tables by month and by business unit.

Gross, operating and net profit
Trend by month and cumulatively
Profit and loss by business unit
Profit margin, as a percentage

Revenue and cost movements

The sixth page carries a table showing how ledger account balances moved, comparing the period you chose against the same period a year earlier and against last month.

How ledger account balances move over time
Comparison with the same period last year
Movements in euros and percentages
Detail down to individual ledger accounts

Power BI product profitability

The seventh page shows product profitability for the period and against the same period a year earlier, with arrows marking the movement so problem lines stand out immediately. Summary revenue by product sits in helper tables on the left. Select a row in any of them and the main table filters to that business unit, product group or account manager; select a product in the main table and the helper tables filter themselves. That way you can see which units sold product X, which group it belongs to, and how much of it each account manager sold.

Product revenue, cost of sales and gross profit
Margin compared with the previous period
Results by business unit, product group and account manager
Movements shown visually

Power BI supplier profitability

The eighth page covers supplier profitability. The table shows at once whose products earn the most revenue and whose earn the least. Select one or more suppliers and the product table filters to them; select one or more products and the supplier charts show who those products were bought from.

The suppliers generating the most and the least revenue
Supplier profitability, as a percentage
Product revenue and profit against the previous period
How revenue is spread across suppliers

Detailed revenue and cost analysis

The ninth page compares revenue and costs in detail against the same period a year earlier. It shows straight away which products have a cost-of-sales problem: if revenue is falling, cost of sales should be falling too, and the other way round. You can check quickly whether cost of sales is moving in proportion to product revenue. Products can be filtered by supplier, and you can choose which fields the main table shows and in what order.

Revenue and costs against the previous period
Movements in euros and percentages
Monthly and cumulative views
The largest variances spotted quickly

Product sales analysis

The tenth page shows which products are selling more and which are selling less, in euros or in margin. You can list only the products that are growing, or only those that are falling, and filter the main table by customer and supplier.

Products whose sales are rising and falling
Shown in euros or in margin
Filters by customer and supplier
Month-by-month movement with trend indicators

Power BI customer analytics

The eleventh page covers customers, showing sales for the period against each one. Pick a customer and you can see which account managers sold to them and how much, the average daily sales to that customer over the period and over the same period a year earlier, and the day-by-day sales trend. The page also shows how many customers the company won and lost during the period.

Sales for every customer
Customers won and lost during the period
Average purchases in EUR per day
Account manager totals by customer

Overdue payments

The twelfth page covers overdue payments: the invoices you are late paying, and the payments your customers are late making.

Customer invoices that are overdue
Your own late payments to suppliers
Days overdue on each invoice
Total overdue amounts

Power BI balance sheet

The thirteenth page is the balance sheet. Several years sit side by side in one place for comparison, and summary lines expand down to detail. Select any summary or detail account and its movement is drawn as a chart. The balance sheet is built from Rivilė's own detail lines.

Several years of balance sheets in one place
Summary accounts expand down to detail
Assets, equity and liabilities
How the balance sheet total moves

Profit and loss statement

The fourteenth page is the profit and loss statement. As with the balance sheet, several years sit side by side for comparison, and summary accounts expand down to detail. Select any summary or detail account and its movement is drawn as a chart.

Several years of statements compared
Summary accounts broken down
Net profit year by year
The make-up of revenue and costs

Comparing profit and loss statements

The fifteenth page compares the profit and loss statements of two periods. If you have run a marketing campaign and want to know whether it actually paid, this report makes it plain. Or, if you ran a similar campaign last year, you can see how this year compares.

Two chosen periods compared
Movement in euros and percentages by ledger account
Judging whether a marketing campaign paid
Net profit compared

Power BI debt analytics

The sixteenth page carries both the overall overdue-debt report and a breakdown by account manager and product.

Overall overdue debt summarised by ageing
Arrears by account manager
Arrears by customer
Overdue and not-yet-due debt

Slow-moving stock analysis

The seventeenth page covers slow-moving stock. Choose how many months to assess, and the report shows which products did not move in that time and how many units are sitting still.

You choose the period used to judge slow movement
The slowest and fastest moving products
Products whose stock has not moved at all
The list of transactions for each product

Warehouse stock on hand

The eighteenth page shows stock on hand: how much of each product is in the warehouse, when it was last purchased and in what quantity. Select any product and its movement is drawn as a chart.

Stock by business unit and warehouse
Purchase price, quantity and selling price
Date of the last purchase and the supplier
How the product has moved over the last 6 months

Power BI detailed sales analysis

The nineteenth page is a detailed sales analysis showing sales revenue and quantities month by month. Select a product and you get a miniature profit and loss statement for it. The report also lets you look at how the sales of different products correlate: select two or more products in the quantities table and the chart plots their sales over time. If the lines move roughly in parallel, those products' sales are strongly correlated — which may mean that discounting one makes discounting the other unnecessary.

Sales revenue and quantities month by month
The product's sales history
A miniature profit and loss statement for the selected product
Filters by business unit

FAQ

Frequently asked questions

What is Power BI?

Power BI is a modern data analytics platform for presenting data quickly and clearly, filtering and sorting it, and comparing it against other periods. It also has AI features that can draw conclusions from large bodies of data with no obvious direct connection between them.

Which data sources can Power BI import from?

Power BI can import from practically every common database (SQL, DB2, Oracle, Informix, Netezza, Essbase, Impala and others), from accounting and ERP systems (Rivilė, Navision, Axapta, Salesforce, Dynamics 365), from online services (Azure DevOps, Google Analytics, Adobe Analytics, Facebook, web pages and more), and from Excel, PDF, XML and JSON files.

Why use Power BI if I can build the reports in Excel?

Building the same reports in Excel is considerably harder. To stop having to fix them every time the volume of data changes, you end up writing Visual Basic macros. Excel has no drill-through when you need to go deeper into the data, and it does not cope with large volumes. In Power BI the only limit on how much data you process at once is your server's memory.

Is my data safe in Analitika360 reports?

All data stored in Power BI is encrypted by default using Microsoft-managed keys. Customer data held in Azure SQL databases is fully encrypted with Azure SQL Transparent Data Encryption (TDE). Customer data in Azure Blob storage is encrypted with Azure Storage Encryption.

Is the connection between Analitika360 reports and the Rivilė database secure?

Yes. Analitika360 requires all inbound HTTP traffic to be encrypted with TLS 1.2 or later. Any request that tries to use TLS 1.1 or older is rejected.

Can Analitika360 reports be connected over a VPN?

Yes.

Is signing in to Analitika360 reports secure?

Yes — every user must use multi-factor authentication. An Analitika360 user signs in with a username, a password and a code sent to their phone.

Start reading your business data in real time and decide while it still counts — write to us and we will show you how the Finvalda PRO reports would work with your own data.

Analitika360 client stories

Data that helps you decide

See how companies like yours put Analitika360 reports to work in Power BI.

“

We took the standard R-Keeper report package and they tailored it to us on top of that. It all just works.

Tomas B.restaurant owner

“

Twenty ready-made reports — we didn't have to work out what to ask for. Our Finvalda data is finally something you can look at. Recommended.

Ingrida M.accountant

“

What we liked was that Analitika360 already had a 20-report package for Rivilė users — we didn't have to work out our requirements from scratch. We were up and running quickly, and later they adapted several reports to the specifics of our production. It saved us both time and money.

Marius K.finance director

“

We are a group of companies running Rivilė, and consolidated reporting was always a headache. Analitika360 started from the standard 20-report package and then fitted it to our group structure — we now see everything in one Power BI model, and it refreshes itself.

Giedrė Jankauskaitėfinancial accountant

“

We run six restaurants on R-Keeper and had long been looking for a way to compare results across sites. The standard 20-report package covered most of what we needed, and reports specific to our group were added later.

AŠ

Andrius Š.director of a restaurant group

“

We came to them on a recommendation, and the ready-made 20-report standard for Finvalda users was a pleasant surprise straight away. Management now gets a clear financial picture every Monday, and I no longer spend days exporting data into Excel.

Rasa Petrauskienėhead of accounting

“

We use Rivilė, but we never had time to build reports from scratch. The 20-report package was exactly what we needed — we had it running within a week.

Vaidas P.retail chain manager

“

We have four cafés on R-Keeper and for a long time we ran them on gut feel. The Analitika360 reports showed us things we had simply never noticed. We now decide on the numbers rather than on guesswork.

Laura Kazlauskienėfinance director of a café group