03 : Power BI implementation process

Problem: Data management challenges

Companies often face large amounts of data that need to be analyzed, but they are scattered across different systems, such as Excel, SQL, Azure, or ERP platforms. Decision-making becomes complex as managers must analyze multiple reports, consuming a lot of time. Manual analysis is inefficient as it requires significant time and labor. Financial analysis and budget planning can be inaccurate due to data not being updated in real time.

Solution: Power BI implementation

Power BI allows integrating various data sources and providing clear, visually understandable analysis.: Automated data collection from multiple sources., Data standardization and cleaning to ensure accuracy., Error reduction and precise metrics for business decisions..

Efficiency: What benefits does Power BI provide?

Business data is updated automatically, allowing decision-making based on real-time insights. Automated reports reduce the need for manual work. Managers can view the business situation in one tool without analyzing hundreds of separate reports. Analytical tools help identify profitable and unprofitable segments, enabling business optimization.

Power BI implementation services for your business.

We help identify your business needs and tailor Power BI to your specific industry. Integration with Excel, SQL, ERP systems, and cloud platforms. Creating data structures based on your business logic. Creating interactive reports and visualizations for quick data review. Continuous system maintenance to keep reports relevant.

Sales Analysis with Power BI – Complete Control of Your Business

1️⃣ By products – see which products generate the highest revenue and have the highest margin. 2️⃣ By sales representatives – monitor sales efficiency, evaluate KPIs, and identify top performers. 3️⃣ By countries – compare revenue across different markets, identify trends, and forecast demand. 4️⃣ By months – analyze seasonality, plan sales strategies. 5️⃣ By RLS permissions – each user sees only the data assigned to them, ensuring data security.

Profit and Loss Analysis – Data-Driven Financial Decisions

1️⃣ By chart of accounts. – detailed profit and loss (P&L) structured analysis. 2️⃣ Budget execution. – track budget expenditures in real time and respond to deviations. 3️⃣ Cost allocation. – identify the highest costs and optimize their management. 4️⃣ EBITDA and key financial metrics. – analyze financial indicators and assess long-term profitability. 5️⃣ Time period selection. – analyze data over different periods: monthly, quarterly, or annually.

Automated Reports – All Data at Your Fingertips

1️⃣ All sales and financial reports in one place. – easily filter and analyze data. 2️⃣ Interactive visualizations. – clear charts and indicators enable quick decision-making. 3️⃣ Accurate forecasting tools. – help plan revenue and optimize actions. 4️⃣ Seamless integration with business systems. – Excel, SQL, and ERP ensure efficient data management. 5️⃣ Flexible time period selection. – analyze data by months, quarters, or years. 💡 Learn more – sign up for a Power BI demo!