Blog

Power BI dla CFO.
Blog

Power BI for CFOs – which metrics really support financial decisions, and which just take up space on the dashboard

Today’s CFO doesn’t need more reports. They need more clarity. In many companies, financial dashboards have grown so large that, instead of supporting decision-making, they make it difficult to identify what is truly important. A single screen displays dozens of charts, tables with detailed data, and numerous metrics that do not lead to any specific action. Meanwhile, the CFO’s role is not to track everything, but to quickly identify priorities: whether the company is maintaining liquidity, whether the results are strong, where risks are rising, and which areas require action. That is precisely why a well-designed Power BI dashboard should function as a management dashboard, not as a data warehouse. The better organized the logic of the metrics, the greater the value of the reporting.

Przeczytaj
2026-04-23
sharepoint power bi
Microsoft Power BI

SharePoint and Power BI – Effective Data Integration in an Organization

Are the data in your organization scattered across various systems such as ERP, Excel, marketing tools, or SharePoint? If so, there is a high risk that reporting does not reflect the full picture of the business situation. A lack of data integration often leads to inconsistencies, errors, and longer decision‑making times.

Przeczytaj
2026-04-16
Power BI w sprzedaży B2B.
Blog

Power BI in B2B sales – how to analyze the pipeline, conversion rates, and sales rep performance without report chaos?

In B2B sales, the problem is rarely a lack of data. More often than not, companies are drowning in an excess of it: separate CRM systems, separate Excel spreadsheets, separate sales notes, and on top of that, several different versions of the same report. The result is predictable: management sees a different pipeline value than the sales director, and salespeople don’t know which definition is used to evaluate their performance. This is a very costly mess, especially since, according to Salesforce, salespeople spend only 28% of their week selling, and just 35% of sales professionals fully trust the accuracy of their organization’s data. In such an environment, Power BI shouldn’t be just another place to look at charts, but a shared decision-making system.

Przeczytaj
2026-04-08
Analityka w controllingu z Power BI
Blog

Analityka w controllingu z Power BI: jak uspójnić budżet, wykonanie i prognozy, żeby szybciej reagować na odchylenia

Controlling przestaje dziś pełnić wyłącznie funkcję sprawozdawczą. Od działów finansowych i controllingowych oczekuje się nie tylko raportowania tego, co już się wydarzyło, ale przede wszystkim szybkiego wychwytywania odchyleń, oceny ich wpływu na wynik i wskazywania działań korygujących. Problem w tym, że w wielu organizacjach budżet, wykonanie i prognozy nadal funkcjonują w osobnych arkuszach, systemach albo raportach, które trudno ze sobą porównać. W efekcie zarząd dostaje informacje z opóźnieniem, a menedżerowie operacyjni często reagują dopiero wtedy, gdy skala problemu jest już duża. Power BI porządkuje ten obszar, ponieważ pozwala połączyć dane finansowe i operacyjne w jeden spójny model zarządczy. Dzięki temu controlling może działać nie reaktywnie, lecz predykcyjnie. Przyjrzyjmy się bliżej możliwościom.

Przeczytaj
2026-03-25
Power BI Business Central
Microsoft Power BI

Power BI Business Central – How to Transform ERP Data into Real Business Decision Support

Data from an ERP system such as Business Central reflects operations but does not always support managerial decision‑making. Standard reports focus on transactions rather than KPI analysis or trends. To transform ERP data into real business decision support, it is necessary to model and visualize the data in a BI tool while incorporating the company’s business logic.

Przeczytaj
2026-03-18
analityka projektów inwestycyjnych.
Blog

Investment Project Analysis: How to Assess Profitability, Risks, and Timelines in Reports Using Power BI

Today, investment projects are among the most complex areas of management within organizations. Their success is no longer determined solely by whether the project was completed on time and within budget, but above all by whether it actually delivered the expected business value. PMI emphasizes that a modern assessment of project success should combine the execution perspective with the business impact perspective, rather than being limited solely to the classic “iron triangle.” In a 2024 PMI study, 48% of projects were rated as successful, 40% as yielding mixed results, and 12% as failures, which shows how many organizations still struggle to translate capital expenditures into measurable outcomes. At the same time, projects that combined strong execution with genuinely useful outcomes achieved the highest perceived effectiveness. This is precisely why investment project analytics must encompass not only cost but also value, risk, progress, variances, and decision-making scenarios. Power BI is particularly useful in this area because it allows you to combine financial, scheduling, and operational data into a single, cohesive reporting environment.

Przeczytaj
2026-03-11

Kategorie

Najnowsze artykuły

Business Intelligence Dashboard in a Day data visualization Microsoft Power Apps Power BI implementation predictive analytics what is Power BI what Power BI is used for

ASK FOR QUOTE ×