Revenue Analysis
Analyze revenue across periods, customers, branches, services and available business dimensions.
FINANCIAL ANALYTICS & DASHBOARDS
Understand Finance. See What Needs Attention.
Turn financial transactions, revenue, expenses, receivables, payables, cash, budgets and business data into structured dashboards for clearer financial visibility.
Discuss Your Finance Dashboard
01
Financial Performance
Monitor revenue, expenses, profit and financial trends.
02
Cash Visibility
Understand available cash, bank balances and movement.
03
Receivables & Payables
Track customer dues, supplier obligations and balances.
04
Budget Visibility
Compare actual financial performance with available budgets.
01
Overview
FINANCIAL DATA INTO BUSINESS VISIBILITY
Understand the financial position behind operations.
Financial information may exist across accounting systems, ERP platforms, invoices, payment records, bank data, spreadsheets, sales systems and custom business applications.
When this information remains disconnected, management may spend significant time consolidating reports before understanding revenue, costs, outstanding balances and financial performance.
Incodiv Tech develops financial analytics and Power BI dashboards that organize relevant financial information into KPIs, comparisons, trends and drill-down views.
02
Capabilities
FINANCIAL ANALYTICS CAPABILITIES
Explore financial performance from multiple perspectives.
Expense Analysis
Understand expenses by category, period, department, branch or other available dimensions.
Profitability Analysis
Review gross or net profitability where reliable revenue, cost and expense data is available.
Cash & Bank Analysis
Create visibility into cash, bank accounts and available financial balances.
Receivables Analysis
Understand customer balances, outstanding amounts and collection-related information.
Payables Analysis
Review supplier balances, outstanding obligations and payment-related information.
Budget vs Actual
Compare actual revenue or expenses with budget values where structured budget data is available.
Cash Flow Analysis
Analyze relevant cash inflows, outflows and movement across reporting periods.
Customer Balance Analysis
Compare outstanding customer balances and financial activity.
Supplier Balance Analysis
Understand supplier liabilities, payment activity and balances.
Branch & Department Analysis
Compare financial performance across locations or organizational dimensions where data supports it.
Executive Finance Dashboard
Provide management with a focused overview of important financial indicators and trends.
03
Business Challenges
WHEN FINANCIAL INFORMATION IS DISCONNECTED
Financial numbers exist. Visibility may not.
01
Manual Financial Reporting
Teams repeatedly combine spreadsheets before management can review results.
02
Disconnected Financial Data
Sales, expenses, invoices, payments and balances may exist in separate systems.
03
Limited Cash Visibility
Management may not have one clear view of cash and bank-related information.
04
Outstanding Receivables
Customer balances and overdue amounts can be difficult to monitor consistently.
05
Budget Variance Visibility
Actual financial results and budgets may be maintained separately.
06
Slow Financial Analysis
Period comparisons and management reporting require repeated manual work.
04
Analytics Model
FROM TRANSACTIONS TO FINANCIAL INSIGHT
Connect financial data into structured reporting.
01
Financial Data
Transactions, invoices, payments, budgets and balances.
02
Prepare
Clean and structure relevant reporting data.
03
Model
Define relationships, measures and financial KPIs.
04
Analyze
Explore performance, balances and trends.
05
Monitor
Give management clearer financial visibility.
05
Financial KPIs
MEASURE FINANCIAL PERFORMANCE
Build dashboards around meaningful financial indicators.
The exact KPIs depend on the organization's financial model, accounting structure, source data and management reporting needs.
KPI 01
Total Revenue
Revenue recorded for the selected period.
KPI 02
Total Expenses
Expense value across available categories.
KPI 03
Gross Profit
Gross profitability where suitable cost data exists.
KPI 04
Net Profit
Net financial result based on configured financial data.
KPI 05
Receivables
Outstanding customer amounts where available.
KPI 06
Payables
Outstanding supplier obligations where available.
KPI 07
Cash Position
Relevant cash and bank balances in the data model.
KPI 08
Budget Variance
Difference between actual and budget values.
06
Revenue & Expenses
MONEY IN. COSTS OUT.
Understand revenue and expense movement over time.
Revenue and expense analytics can help management understand how financial activity changes across periods and business dimensions.
01
Revenue Trend
Review revenue movement across reporting periods.
02
Expense Trend
Understand changes in business expenses over time.
03
Expense Categories
Compare costs across available expense categories.
04
Revenue Breakdown
Analyze revenue by available customers, services or locations.
07
Profitability
BEYOND REVENUE
Understand what contributes to financial performance.
Revenue alone does not show profitability. Where reliable cost and expense information is available, financial dashboards can provide additional margin and profitability analysis.
PROFITABILITY ANALYSIS
Financial Performance
POWER BI VIEW
01
Revenue
Financial income from business activity.
02
Cost
Relevant direct cost information where available.
03
Gross Profit
Revenue less configured direct costs.
04
Net Performance
Broader profitability after relevant configured expenses.
08
Receivables
CUSTOMER OUTSTANDING
Know what customers still owe the business.
Receivables analytics can provide a clearer view of customer balances, unpaid invoices, due amounts and collection-related activity where the source system provides the required data.
Total Receivables
Overall customer outstanding
Customer Balances
Outstanding by customer
Due Analysis
Amounts by due information
Aging Analysis
Aging where transaction dates
and due dates support it
09
Payables
SUPPLIER OBLIGATIONS
Understand what the business needs to pay.
Payables reporting can help finance teams understand supplier balances, unpaid bills, payment obligations and due information.
Total Payables
Overall supplier obligations
Supplier Balances
Outstanding by supplier
Due Payments
Payments based on
available due information
Payable Trend
Changes in outstanding
supplier balances
10
Cash & Bank
CASH VISIBILITY
Understand available cash across financial accounts.
Where reliable cash and bank transaction data is available, dashboards can provide consolidated financial visibility across relevant accounts and reporting periods.
01
Opening Position
Starting balance
02
Cash In
Incoming movement
03
Cash Out
Outgoing movement
04
Closing Position
Ending balance
11
Budget vs Actual
EXPECTATION VS PERFORMANCE
Compare financial plans with actual results.
Where structured budget information exists, financial analytics can compare budgeted revenue or expenses with actual results and calculate relevant variances.
01
Budget
Planned value
02
Actual
Recorded value
03
Variance
Difference
04
Variance %
Relative difference
12
Business Dimensions
FINANCE ACROSS THE ORGANIZATION
Analyze financial performance by meaningful business dimensions.
Financial reporting can be segmented using available dimensions such as branch, department, company, customer, supplier, service or other configured business areas.
Branch
Financial performance by location
Department
Analyze organizational units
Customer
Revenue and balances by customer
Supplier
Purchases and balances by supplier
Category
Revenue or expense categories
Period
Financial trends over time
13
Trend Analysis
FINANCIAL PERFORMANCE OVER TIME
See how financial performance is changing.
Period-based analysis helps management compare financial results across suitable time periods and identify changes that may require further investigation.
01
Monthly
Month-by-month financial activity.
02
Quarterly
Quarter-level performance.
03
Yearly
Longer-term financial trends.
04
Period vs Period
Compare suitable reporting periods.
05
Actual vs Budget
Compare performance with plans.
06
Variance Analysis
Understand financial differences.
14
Executive Dashboard
FINANCE AT A GLANCE
Give management a focused view of financial performance.
FINANCIAL OVERVIEW
Executive Dashboard
MANAGEMENT VIEW
KPI
Revenue
Period performance
KPI
Expenses
Cost visibility
KPI
Profit
Profitability view
KPI
Cash
Cash position
KPI
Receivables
Customer outstanding
KPI
Payables
Supplier outstanding
15
Data Sources
CONNECT FINANCIAL INFORMATION
Build dashboards from the systems your business uses.
Connection options depend on the source platform, database access, available APIs, supported connectors, exports and the organization's technical environment.
Excel
SQL Server
MySQL
ERP Systems
Accounting Systems
POS Systems
Payment Data
REST APIs
SharePoint
Dataverse
16
Dashboard Structure
STRUCTURED FINANCIAL REPORTING
Organize financial analytics into focused report pages.
01
Financial Overview
Revenue, expenses, profit, cash and core finance KPIs.
02
Revenue & Expenses
Analyze financial inflows and business costs.
03
Profitability
Margin and profitability analysis where data supports it.
04
Receivables
Customer outstanding, dues and aging.
05
Payables
Supplier obligations and payment analysis.
06
Budget Analysis
Actual, budget and variance reporting.
17
Technology
FINANCIAL ANALYTICS STACK
Technologies for connected financial reporting.
Power BI
Power Query
DAX
SQL Server
T-SQL
MySQL
Excel
SharePoint
Dataverse
REST APIs
Power Platform
Microsoft 365
18
Our Process
FROM FINANCIAL DATA TO DASHBOARD
Build finance analytics around real reporting requirements.
01
Discover
Understand finance processes, stakeholders and reporting needs.
02
Assess
Review financial systems, spreadsheets and available data.
03
Define
Agree KPIs, calculations, dimensions and reporting views.
04
Model
Prepare data relationships, measures and reporting logic.
05
Build
Develop dashboard pages, visuals and interactions.
06
Improve
Refine reporting as financial requirements evolve.
19
Why Incodiv
DATA + FINANCE + BUSINESS SYSTEMS
Analytics connected with operational business data.
Incodiv Tech combines Power BI and data analytics experience with ERP, business management systems, SQL databases, Microsoft technologies and custom software.
This allows financial dashboards to be approached as part of the wider business data environment rather than as isolated charts.
01
Business-focused financial analytics
02
Power BI dashboard development
03
SQL & data modeling experience
04
ERP & business system understanding
05
Custom KPI development
06
Cross-system reporting capability
20
Reporting Context
ANALYTICS VS STATUTORY REPORTING
Built for analysis, not a replacement for accounting controls.
Financial dashboards are designed to support management visibility and analytical reporting. Calculations depend on the source data, configured business rules and agreed reporting logic.
Statutory financial statements, tax reporting, audit requirements and jurisdiction-specific accounting obligations should continue to follow the organization's accounting systems, policies and professional requirements.
21
Related Services
EXPLORE MORE
Extend your financial reporting environment.
22
FAQ
COMMON QUESTIONS
Financial analytics and dashboards, explained.
What is a financial analytics dashboard? +
A financial analytics dashboard organizes relevant financial information into KPIs, charts, comparisons and trends to support management analysis.
Which financial KPIs can be included? +
Depending on available data and reporting requirements, dashboards may include revenue, expenses, profit, margins, receivables, payables, cash, budget variance and other organization-specific indicators.
Can Power BI show receivables and payables? +
Yes, where the required customer, supplier, invoice, payment and balance information is available from the source systems.
Can we compare actual results with budgets? +
Yes. Structured budget information can be modeled alongside actual financial data to calculate relevant variances.
Can financial data come from multiple systems? +
Yes, where suitable access and connection methods are available. Data may come from ERP, accounting systems, databases, spreadsheets, business applications and supported APIs.
Can we analyze finance by branch or department? +
Yes, when the source data contains reliable branch, department, company, cost center or similar organizational dimensions.
Can existing Excel finance reports be moved to Power BI? +
Often yes. Existing Excel reports, calculations and source files can first be reviewed to determine how the reporting model should be structured in Power BI.
Does a Power BI finance dashboard replace accounting software? +
No. Power BI is primarily used here as an analytics and reporting layer. Core accounting transactions and statutory reporting should remain within the appropriate accounting or ERP environment.
Can dashboards show financial trends over time? +
Yes. Financial information can be compared across suitable monthly, quarterly, yearly or other reporting periods where the underlying data supports those comparisons.
YOUR FINANCIAL DATA SHOULD SUPPORT BETTER VISIBILITY
Understand performance. See what needs attention.
Tell us where your financial data currently lives and which revenue, expense, profit, cash, receivable, payable or budget KPIs you need to understand.
Discuss Your Financial Analytics