Wiise Financial Dashboards

Stay on top of your financial performance with Wiise Financial Dashboards built in Microsoft Power BI

To help you make faster, more confident financial decisions, we’ve built new dashboards in Power BI that give you a real-time view of your business performance. These dashboards help you monitor profitability, track budget alignment, and uncover trends, so you can respond to changes quickly and keep your business on track.

Profit & Loss Dashboard: See the full picture of your profitability
Get a clear, at-a-glance view of your revenue, expenses, and net profit. Drill down into the details by viewing performance across dimensions such as projects and GL accounts to understand where you’re making or losing money, track trends over time, and stay within your financial targets. Quickly pinpoint cost drivers, with snapshots of your top five expenses, measure the impact of decisions, and maintain a healthy financial trajectory, without relying on manual reports.

Actual vs Budget Dashboard: Track performance and spot variances early
Compare actuals to budgets in real time to see exactly where you’re on track and where you’re not. Easily keep track of project and GL account budgets. Identify variances before they become bigger issues, and understand what's driving them, whether it’s revenue shortfalls or unexpected costs. Quickly course-correct, stay aligned with business goals, and avoid end-of-month surprises.

Together: Confident, proactive decision-making
Managing finances shouldn’t mean chasing down reports or working with incomplete data. With Wiise Financial Dashboards, you get instant, accurate visibility into your financial performance, and the clarity to make smarter, more strategic decisions.