This Power BI template is designed to help you make an actionable overview of financials for the management. Spoiler alert: it includes lots of waterfall charts.
Play with the interactive demo below. If you click the ⤢ icon at the bottom-right of the report page you'll be able to enjoy the full-screen view.
Get started in 3 steps
1
Download & Open
Download the .pbix file and open it in Power BI Desktop
2
Connect Your Data
Replace sample data with your CRM, ERP, or database source
3
Customize & Publish
Adjust KPIs, colors, and branding, then publish to Power BI Service
Fill out the form and get the Power BI template
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Now that you have it, here's what's next
1
Open in Power BI
Download the .pbix file and open it in Power BI Desktop. Replace sample data with your own.