Cashflow Forecasting Power BI
In any organization, managing the cash flow effectively is vital for the finance division to run smoothly. Cash Flow Forecasting Power BI helps you understand the cashflow that is coming up and know the currency required. This in turn gives you an estimated value of cash the company will need. To forecast the cash flow, you need to first identify the liquid funds of your company. Next, you need to list out the transactions that affect these liquid funds and accordingly set the behavior required for forecasting. Based on your settings, the inputs from various units will be taken to calculate the forecasts.
In this blog, we will look into actual Microsoft Power BI v/s budgeted Power BI content pack. You will be introduced to Power BI reports along with data models and data entities that make up the content.
New to the July 2017 Dynamics 365 is the ability for a CFO or accounting manager full visibility of their business within the CFO Overview workspace. This is one of the richest workspaces including common KPI’s and embedded analytics showcasing financials, purchasing, sales and cash flow data. This new feature allows a CFO the ability to look-up any needed KPI’s, down to the lowest level of detail.
With the Spring 2017 release of Microsoft Dynamics 365 for Finance and Operations, Microsoft has furthered its strategy to embed business intelligence where employees need it most – directly within the context of their business processes. With the new embedded analytical workspaces, users no longer have to leave their ERP system to access key reports and analytics – they can access these details right inside the system! This not only drives productivity, but empowers employees to make faster decisions based on real-time, contextual information.
Projects+ is SAGlobal's Professional Services Automation (PSA) expansion to Microsoft's out of the box PSA functionality.
Projects+BI is a custom Business Intelligence solution available from SAGlobal that sits on top of Projects+ and Projects+BI and is the primary transactional reporting tool for Projects+.