Accounting and Cashflow Power BI Dashboard
A finance report in Power BI for two healthcare programs: monthly summaries, profit and loss by month, cashflow with received and expense charts, month wise expense analysis, billed versus paid versus received, and bank deposit reconciliation.
- Industry
- Healthcare Finance
- Deliverable
- Accounting Dashboard.pbix
- Built with
- Power BI, Power Query, DAX, Excel
Before
Income, expenses and billing lived in separate spreadsheets, so monthly profit and cash checks took days.
After
One Power BI report gives profit and loss, cashflow and billing reconciliation for both programs after a refresh.
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