Microsoft Power BI

Reports for investors

Below are examples of Power BI reports that can be useful for company investors:

1. Financial Performance Report: Includes various financial indicators such as revenue, profit, profitability, profit growth, etc. This report helps investors assess the financial stability and potential risks of the company.
2. Market Analysis Report: Includes market data, competitive situation, trends, and forecasts. Investors can get an understanding of the company’s market positioning and potential growth.
3. Sales and Marketing Report: Displays data on sales volume, product distribution by categories, effectiveness of marketing campaigns, and other metrics. This report allows investors to assess the popularity of the company’s products and its ability to penetrate the market.
4. Resources and Operations Report: Includes data on resource utilization, efficiency of production processes, inventory management, etc. Investors can evaluate the company’s management effectiveness and potential opportunities for process optimization.
5. Customer Analytics Report: Displays data on the customer base, customer growth, customer satisfaction levels, etc. This report helps investors assess the potential customer base and the impact of customer satisfaction on financial performance.

Factor analysis

The gains: analysis of the plans’ implementation in terms of all factors. Factor analysis is calculated automatically for any period, it is possible to analyze the factors influencing the implementation of the plan

Standard reasons for implementation:

• Personal responsibility. The implementation of the plan is influenced by various factors for which different employees are responsible. Factor analysis makes it possible to personalize responsibility and involve motivation
• Acceptance of risks of non-fulfillment of plans at the planning stage. Factors such as exchange rate fluctuations or state regulations need to be planned and de facto analyzed
• Using different scenarios. Different scenarios allow you to plan with various factor values
• Evaluation of the company’s activities. Factor analysis will provide an opportunity to separate the company’s success from temporary market factors over which the company has no influence. Exchange rate differences may increase revenue and will be a temporary factor on which there’s no need planing to increase the plan for the next period

Simple complex data visualization

The gains: the business generates a large data flow, to make a decision it’s needed to aggregate and visualize this data

Standard reasons for implementation:

• A large amount of data. If a manager needs to analyze a report with more than 100 digits to make a decision, then this report needs to be improved
• A waste of time. You need to systematically receive a report with basic metrics to stay on top of it. A quality report gives the answer – “is everything good or not?” at a glance. And if “not good”, then “what’s the problem?”

Data consolidation

The gains: Work with data from various sources or regions in one report

Standard reasons for implementation:

• Branch structure. There is a task of analyzing the results of all branches according to the same criteria
• The complex structure of accounting programs. The need to receive unified reports in all areas of activity. A specialized program is better than a universal one. Therefore, for accounting – one, and for CRM – another. Management accounting and calculation of wages in separate databases. The production has its own databases, etc.
• Affiliate network or franchising. The need for consolidated information to calculate the performance of affiliate programs. Often partners have their own accounting systems
• Holding or group of companies. Different businesses – different accounting systems and accounting policies, different data update regulations. Consolidated and clear reporting will help to develop in a balanced way

Comparison in the period

The gains: unlimited in time work with data

Standard reasons for implementation:

• Sales seasonality. To analyze the best periods for the purchase of goods or their discounting and the start of the promo
• Planning and budgeting. The use of statistics improves planning and budgeting results
• Evaluation of the company’s activities. In times when things are changing fast, the benchmark of development analysis will be good and difficult periods to quickly and accurately assess the period in which the company is, and make decisions based on the correct assessment

Prognostication

The gains: see the future based on statistics and advanced forecasting models

Standard reasons for implementation:

• Sales forecasting. Sales forecasting comparison with planning in several scenarios, analysis of differences, and the reality of planning assessment
• Evaluation of the company’s performance in the future. The answer to the question “where will we be if we move at the same speed?”
• Formation of development scenarios. Establishing different values ​​of targets to obtain various development scenarios

Standardization

The gains: reducing the cost of adapting new managers, improving the information field for management decisions, dialogue of managers as the first number

Standard reasons for implementation:

• Reporting standardization. Work methodology formation with figures in the company, indicators on owners, coordination of uniform formulas of indicators calculations, regulation of formation efficiency and the list of persons with access, information categorization
• Adaptation of new leaders. Knowledge of the current situation in the company begins with reports. Regulated reports provide comprehensive information, new managers start making the right decisions faster