One of the many categories under DataBoards is the Finance category. Under DataBoards Finance, the Power BI team at Coders created several boards and reports related to the finance and accounting departments to help them in extracting their data as quickly and efficiently as possible.
Reports included
Finance Reports
- Balance sheet
- Profit & Loss statement
- Trial Balance sheet
- Statement of account
- Receivables
- Payables
- Current Assets accounts
- Fixed Assets accounts
- Liabilities & equities accounts
Sales Reports
- Sales by location
- Sales by item
- Sales by customer
- Sales by salesperson
- New customers
- Sales forecasting
Purchase Reports
- By vendors
- Active vendors
- Vendor table
- Yearly/monthly purchases
- Purchase by location
- Purchase documents
- Lineage view of cost
- Lineage view by quantity purchased
Receivables Reports
- Receivables overview
- Receivables debit/credit
- Receivables list
Payables Reports
- Payables overview
- Payables debit/credit
- Payables list
Inventory Reports
- Inventory summary
- Warehouse summary
- Warehouse per category
- Inventory movement
- Quantity out of stock
- Yearly inventory
- Aging inventory
- Inventory by item
- Inventory quantity aging table
- Inventory value aging table