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Power BI for Sage 300: 10-Hr Implementation

Dynamics Southwest, Inc.

A rapid deployment of Power BI for Sage 300 to produce the financial data model, dashboards, and Excel template for all the selected companies.

The Financial Data Model covers General Ledger, Accounts Payable and Accounts Receivable.

Agenda

Implementation Planning (5 hours)

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

Deployment (5 hours)

  • Installations
  • 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.
https://gallery.azure.com/artifact/20151001/dsw.sage_300_consolidated_financials_on_power_bi.1.0.0/Artifacts/SampleImage/2364f264-8368-4270-81d1-40a91bf92873.png
https://gallery.azure.com/artifact/20151001/dsw.sage_300_consolidated_financials_on_power_bi.1.0.0/Artifacts/SampleImage/2364f264-8368-4270-81d1-40a91bf92873.png
https://gallery.azure.com/artifact/20151001/dsw.sage_300_consolidated_financials_on_power_bi.1.0.0/Artifacts/SampleImage/c74fc687-4d83-49f9-ae7f-bb9fcf3262e0.png
https://gallery.azure.com/artifact/20151001/dsw.sage_300_consolidated_financials_on_power_bi.1.0.0/Artifacts/SampleImage/f9eadf6d-9487-4f8f-b870-048a9d147f50.png
https://gallery.azure.com/artifact/20151001/dsw.sage_300_consolidated_financials_on_power_bi.1.0.0/Artifacts/SampleImage/5b3d32b2-f619-496e-82de-cad90b5f0f70.png
https://gallery.azure.com/artifact/20151001/dsw.sage_300_consolidated_financials_on_power_bi.1.0.0/Artifacts/SampleImage/9c1db25a-179e-4ace-9b94-56428f8b5717.png