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STANDARD TRADING DASHBOARD
IN POWER BI

Home > Solutions > Standard trading dashboard in Power BI


INSIGHT INTO FINANCE, ORDER AND INVENTORY MANAGEMENT 

Many trading company owners and controllers lack insight into business
performance, bottlenecks and inefficiencies in processes. And while there is a
lot of data available within the company, the expertise to bring this data
together and transform it into valuable information is often lacking.
Information that helps you as an entrepreneur or controller better analyse
processes, optimise them and make more informed decisions. You want to be able
to retrieve that information quickly and frequently. However, gathering this
information and processing it into clear reports takes you and your staff a lot
of time. We can help you with this using a standard dashboard in Power BI
specifically developed for trading companies based on input from our
accountants. For a fixed monthly fee, you will quickly have the right insight
into your company. And would you like even more information in your dashboard
later on? No problem: you can further expand or adapt this to your needs and
requirements at any time. 


THIS IS WHAT YOU GET

Standard financial and operational dashboard;

Check of your setup of Exact Online Handel.

Optionally: Advice on optimising the layout;

Onboarding;

Aftercare.


WHY A STANDARD TRADING DASHBOARD IN POWER BI? 

A standard dashboard offers you a low-key starting point for Power BI. Power BI
is a service that connects you to one or more data source(s), such as your
accounting in Exact Online Handel, payroll, sales system, etc. Data is retrieved
from the application to a data warehouse, where it is structured and then
visualised in a dedicated trading dashboard. Together with our partner
LinkThings, we have provided a well-standardised trading dashboard, giving you
the right insights into your relevant data. Our accountants are explicitly
involved in the development of the dashboard. The benefit? This ensures that the
key figures and KPIs in your dashboard are the right ones to make informed
decisions for your trading business. We are also very good at assessing what
information is needed to meet your stakeholders’ expectations. 


WHAT DO WE OFFER? 

A standard trading dashboard based on your financial and operational data, at a
fixed price per month. We check your administration(s) and connect them to the
Power BI dashboard. We then provide a personal onboarding process for everyone
within your organisation. Aftercare is provided during the following month and
with accessible contact moments for questions or support always being available.
All this for low one-off set-up costs. 

You therefore don’t need any knowledge of data and technology within your
organisation. Are you satisfied with the standard trading dashboard, but want
some additional information added based on your own KPIs? We will be happy to
think along with you and see if we can add it to the standard dashboard. That
way, you are and always remain flexible! 


BENEFITS OF OUR STANDARD TRADING DASHBOARD IN POWER BI

 * Financial ratios established by a recognised accounting firm.
 * Special trading dashboard with link to Exact Online Handel.
 * Clear dashboard with a pleasant user interface.
 * Fast onboarding process and therefore quick to use.
 * Cloud-based, so accessible anytime, anywhere.
 * Easy to connect to multiple administrations.
 * Possibility of further development (flexible and scalable solution).
 * Setup, onboarding and aftercare in the package.




WHO ARE STANDARD TRADE REPORTS AND DASHBOARD IN POWER BI INTERESTING FOR? 

Power BI is particularly interesting to trading companies looking to manage
operational data. This includes insight into purchases per customer, supplier
delivery times, cost price developments and much more. Do you have a large
amount of data (sources), lack insight to solve certain challenges or regularly
experience a sense of restlessness? Then Power BI can help you. By taking
advantage of this low-threshold entry point, you can start small first, and
possibly develop further later.

 


WANT TO GET OFF TO A GOOD START WITH THE STANDARD TRADING DASHBOARD IN POWER
BI? 

To get acquainted first and then get off to a good start straight away, we offer
the following: 

 * Demo. Meet one of our consultants. They will provide a no-obligation demo and
   tell you more about the possibilities for your organisation. 
 * Scan and advice. Our consultants will do a quick scan of your administrations
   and then advise on the set-ups and follow-up process. 
 * Setup. We make optimisations in your administrations so that linking gives
   the right output. We then connect the standardised dashboard to your
   administrations. 
 * Delivery and onboarding. Once everything is properly tested by us, we deliver
   the dashboard to you and then conduct an onboarding at your office (or online
   if you prefer). We then explain to all involved how it works and provide
   reference material. 
 * Aftercare. Our consultants will contact you again during the second month
   after delivery. We would then like to hear if you are happy with the current
   dashboard and if there is anything else we can help you with. 
 * Service. Do you run into problems during use or have specific questions? You
   can always contact us for service requests. 


WANT TO LEARN MORE ABOUT A TRADING DASHBOARD IN POWER BI?

Want to learn more about our standard trading dashboard in Power BI or want to
know more about Power BI in general? Then please leave your contact details here
and we will contact you with no obligation. 

J.C. (JOLIJN) REINHOUDT

senior it consultant
+31 6 29449561


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   Health & well-being Hospitality, recreation and tourism Industry & production
   IT Non-profit Retail Transport & logistics Wholesale sector
 * Short description of your question *
   
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    * Yes

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