Power BI on Dynamics 365: 15 day implementation

Our Finance Management Module Implementation Package will allow you to leverage the Key finance dashboards inside Microsoft Dynamics 365

Development of 4 interactive dashboards for the finance inside Microsoft Dynamics 365. Anantara experts will develop the dashboards which tracks metrics such as Working Capital, Collections, and Cash Flow.

Working Capital Dashboard:

• Working capital is measured based on the Sales, Inventory, and Purchase outstanding
• Are code KPI
• Date filter

Invoice Collections Dashboard:

• Weekly open receivables
• Current open balance by customer
• Largest past due invoice
• Oldest past invoices

Cash Flow dashboard:

• Expected Cash Inflow
• Expected Cash Outflow
• Expected Net Flow
• Net Cash Flow over next 30 days

Actual Cash Flow Dashboard:

• Cash Inflow
• Cash Outflow
• Efficacy for the past 6 Months with a trend line
• Net Cash Flow for next 30 days

Deliverables:

• Setup and development of this module
• User acceptance testing
• Demonstration on the other modules of Finance