Finance and Accounting Dashboard in Power BI

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Original price was: ₹2,499.00.Current price is: ₹1,799.00.
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Finance and Accounting Dashboard in Power BI

Original price was: ₹2,499.00.Current price is: ₹1,799.00.

🚀 Stop Managing Finances the Old Way! Upgrade to Smart Financial Reporting Today.

💰 Track Revenue & Expenses Instantly – Monitor financial performance with dynamic KPI cards and visual reports.

📊 Analyze by Department & Region – Filter data using interactive slicers for deeper financial insights.

📉 Monitor Paid & Unpaid Invoices – Improve cash flow with real-time invoice tracking.

🏦 Track Assets & Liabilities Clearly – Evaluate financial stability with powerful comparison charts.

📅 Monthly Trend Analysis – Identify seasonal patterns and forecast financial performance.

⚡ Interactive Power BI Visuals – Drill down into details with just one click.

📈 Professional Financial Reporting – Present clear, executive-ready dashboards in meetings.

🔎 Centralized Financial Control – Replace scattered spreadsheets with one unified dashboard.

🎯 Ready-to-Use Template – No complex setup required. Just update data and refresh.

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Excel Pivot Tables & Dashboards: Basic to Advanced courseLaunch offer
🎓 NEXTGENTEMPLATES ACADEMY
Like this dashboard? Learn to build your own.
Excel Pivot Tables & Dashboards: Basic to Advanced

From your first Pivot Table to the Data Model, DAX, Power Query and a one-page KPI dashboard. 11h 51m of video by PK, with practice files, quizzes and a capstone.

Are you still managing your company’s finances using scattered spreadsheets and manual reports? Stop wasting time and start making smarter financial decisions today.The Finance and Accounting Dashboard in Power BI is a ready-to-use, professionally designed solution that transforms complex accounting data into powerful visual insights. Instead of juggling multiple Excel sheets, you can monitor revenue, expenses, assets, liabilities, unpaid invoices, and tax amounts in one centralized and interactive dashboard.

With dynamic slicers, drill-down analysis, and real-time visuals, this dashboard gives finance teams complete clarity. As a result, you reduce financial risks, improve reporting accuracy, and gain full control over your company’s financial health.


✨ Key Features of Finance and Accounting Dashboard in Power BI

📊 5 Powerful Dashboard Pages – Overview, Department Analysis, Revenue & Expense Analysis, Liability & Asset Analysis, and Monthly Trends.

💰 Real-Time KPI Cards – Instantly track Revenue, Expenses, Assets, and Liabilities.

📈 Department & Region Filtering – Use slicers to analyze financial data by department, region, and time period.

📉 Invoice Performance Tracking – Monitor Paid Invoice %, Overdue Invoices, and Unpaid Invoices.

🏦 Asset & Liability Monitoring – Evaluate financial stability with asset-to-liability comparisons.

📅 Monthly Trend Analysis – Identify revenue growth patterns and rising liabilities over time.

🔎 Interactive Drill-Down Reports – Click visuals to explore deeper financial insights.

⚡ Professional Presentation Ready – Impress stakeholders with clean, executive-level financial reporting.

Finance and Accounting Dashboard in Power BI
Finance and Accounting Dashboard in Power BI

📦 What’s Inside the Finance and Accounting Dashboard in Power BI

When you download this product, you get:

✔️ A fully designed Power BI (.pbix) file
✔️ Structured financial data model
✔️ Interactive slicers (Department, Region, Time Period)
✔️ Revenue & Expense comparison charts
✔️ Asset & Liability analysis visuals
✔️ Paid, Overdue, and Unpaid Invoice tracking
✔️ Tax amount tracking by department
✔️ Monthly financial trend charts
✔️ Clean and professional layout for executive reporting

Everything is pre-built and organized. Therefore, you can start using it immediately without designing anything from scratch.


🚀 How to Use the Finance and Accounting Dashboard in Power BI

Using this dashboard is simple and straightforward:

1️⃣ Open the Power BI file.
2️⃣ Connect or update your financial dataset.
3️⃣ Refresh the data.
4️⃣ Use slicers to filter by department, region, or month.
5️⃣ Analyze KPIs and identify financial gaps.

Because the dashboard structure is already designed, you only need to update your accounting data. Within minutes, you can generate professional financial reports.


🎯 Who Can Benefit from This Finance and Accounting Dashboard in Power BI

👔 CFOs – Evaluate financial stability and present insights to stakeholders confidently.

📊 Finance Managers – Track unpaid invoices, monitor departmental expenses, and improve cash flow.

🧾 Accountants – Simplify reporting and reduce manual work.

🏢 Business Owners – Understand profit margins and identify cost-saving opportunities.

🏭 Multi-Department Companies – Compare financial performance across departments and regions.

If your business generates financial data daily, this dashboard will transform how you analyze it.


This dashboard does more than display numbers. It helps you:

✔ Improve cash flow management
✔ Detect financial risks early
✔ Compare revenue with expenses clearly
✔ Monitor asset-to-liability balance
✔ Make faster, data-driven decisions

Instead of reacting to financial problems, you can stay ahead of them.


Click here to read the Detailed blog post

Watch the step-by-step video tutorial:

 

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Frequently asked questions

What do I need to open it?
Power BI Desktop, which is free from Microsoft (Windows). No Power BI Pro licence is needed to open, edit or refresh the file.
Does it work on Mac?
Power BI Desktop runs on Windows only. On a Mac you can use a Windows virtual machine, or publish the report to the Power BI Service and view it in a browser.
What is in the download?
The .pbix report and the Excel data file that feeds it (newer products also include a PDF user manual).
How do I use my own data?
Paste your data over the sample rows in the Excel file (keep the column headers), then click Home > Refresh in Power BI Desktop. To use a different file, use Transform data to point the source to it.
Do I need Power BI Pro?
Only if you want to publish the report to the Power BI Service and share it online with colleagues. Opening and editing on your PC is free.
Can I edit the visuals?
Yes - every page, visual, measure and colour is editable in Power BI Desktop.
Is it a one-time payment or a subscription?
One-time payment. No subscription, no per-user fees and nothing to renew - the file is yours to keep.
How do I get the file after payment?
Instantly. The download link appears on screen after checkout, is emailed to you, and stays under My Account > Downloads on our website. If the email does not arrive within a few minutes, check your spam or promotions folder.
Is a user manual included?
Most of our newer products include a PDF user manual in the download. If yours does not have one, message us with your order number and we will send it.
Do I get free updates?
Bug fixes are always free - if something does not work as described, we fix it and send you the corrected file. New versions with new features are not included in the price, unless this product's description says otherwise.
Can you customise it for me?
Yes. Small changes to this template (your columns, categories, logo, colours, minor layout) cost the template price plus $40-80 (Rs 3,000-6,000 + GST), quoted once you send your list. A fully custom build is usually $100-200 (Rs 8,000-18,000 + GST) with two revision rounds. Email your requirements to [email protected] or message us on WhatsApp.
Can I use it for my business or my clients?
Yes, for your own personal or internal business use, for as long as you like. Reselling or redistributing the template is not allowed.
What is your refund policy?
Because these are digital downloads, they are non-refundable once delivered - except when the product does not match its description (report it within 48 hours of purchase) or there is a technical problem our team cannot fix within 72 hours. Email [email protected] with your order number.
How do I get help?
Email [email protected] (Mon-Fri, 10 AM-7 PM IST) or message us on WhatsApp +91 80770 90260 (chat only, no calls). Please include your order number.

Still have a question? Click Need help? at the bottom-left to ask our assistant, or message us on WhatsApp.

Application

Power BI

Template Type

Dashboard

Price

Paid

Business Or Department

Finance

Finance and Accounting Dashboard in Power BIFinance and Accounting Dashboard in Power BI
Original price was: ₹2,499.00.Current price is: ₹1,799.00.
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