BC Power BI Financial Reports: 8-Wk Implementation

Walkerscott will engage the finance team (and other stakeholders) over an 8-week period (1.5 day/week) to deliver pre-built and custom Power BI reports designed for Business Central financial module and enable wider business to self-service analytics and reporting

Agenda/Topics

Weeks 1-2 - Profit & Loss report implementation

• Configure pre-build P&L Power BI report and embed into Business Central
• Handover and user adoption session
• Minor changes based on UAT feedback

Weeks 3-4 - Accounts Receivable Ageing report implementation

• Configure pre-build AR Power BI report and embed into Business Central
• Handover and user adoption session
• Minor changes based on UAT feedback

Week 5 - Customer Sales Trend report implementation

• Configure pre-build Sales Power BI report and embed into Business Central
• Handover and user adoption session
• Minor changes based on UAT feedback

Weeks 6-8 - Other reporting requirements

• Requirements gathering session on other financial reporting needs
• Build and customise Power BI report
• Handover and user adoption session
• Minor changes based on UAT feedback

Deliverables

Power BI Reports embedded into Business Central

• Profit & Loss
• Accounts Receivable Ageing
• Customer Sales Trend
• 2-page custom report based on sessions on weeks 6-8

Documentation

• Prioritized list of additional reports required by the finance team & estimates