Power BI for Sage 300: 10-Hr Implementation

The Financial Data Model covers General Ledger, Accounts Payable and Accounts Receivable. Requires PowerBI subscription through Dynamics Southwest. Contact us for details.

Agenda

Implementation Planning (5 hours)

• Software Requirements Review
• Sage 300 System Review
• Server and Credentials

Deployment (5 hours)

• Installation
• Apply the PBIX file
• Publishing and data refreshing
• Analyze in Excel

Deliverables

• The comprehensive financial optimizer dashboard provides quick access to business metrics that are key to monitoring profitability and liquidity. The “what-if” analysis parameters allows the modelling of the probable outcomes by changing the sales, cost of goods sold and expenses.
• The income statement dashboard provides the Budget vs. Actual report and the consolidated income statement, and supplements it with trend analysis.
• The Accounts Receivable dashboard provides key metrics combined with other information to improve the order to cash cycle time. No more manually consolidating multiple aged trial balances.
• The accounts payable dashboard provides key metrics enabling managers to monitor the effectiveness of accounts payable workflows, and the insights on how a vendor or group is performing across all your entities.
• The Revenue & Profitability dashboard enables organizations to drive change in the management of revenue and profitability, analysis of growth drivers and increase speed to insight.
• The Operating Expenses dashboard provides insight to expense cost drivers and results, increases the productivity through use of mobile, improves management of planned vs. actual operating expenses.
• The Excel Template includes Trial Balance, Income Statement, Balance Sheet, KPIs, Aged Accounts Receivable and Aged Accounts Payable.