Standaard handelsdashboard Power BI

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

Inrichting Exact Online

Check of your setup of Exact Online Handel

Onboarding Power BI dashboards

Onboarding

Nazorg Power BI dashboards

Aftercare

Power BI Dashboard is voor Stichting MKB Rotterdam-Rijnmond

What our clients say

"Since we have been clients for many years, Moore DRV knows exactly how our organization works and what we need. It’s great not having to explain our entire administration again. We have only been using the Power BI dashboard for a few weeks, but I can already see that it will save us a lot of time. And we can better spend that time on the foundation. We always tell the entrepreneurs in our network to automate for this reason, and I’m glad we have done so ourselves now. "

Patricia Gijp - Stichting MKB Rotterdam-Rijnmond

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.
Voordelen standaard Power BI dashboard

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

it project manager
+31 6 29449561

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