Agile Analytics - Financial Analytics

Agile Analytics’ “Financial Analytics” solution – built on Microsoft Power BI, gives you up-to-date visibility of your financial data, and deeper insights into your key performance indicators. You can quickly see how you are performing month-to-date and year-to-date against your selected budget type, drill-down to different GL levels, filter by Cost Centers, and quickly identify the issues to take corrective actions.

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  • Is your ability to manage your business hampered by not knowing what is happening until the end of the month?
  • Could you manage your business better if you could see your financial performance on a day by day basis?
  • Do you spend a lot of time manually getting your financial data into Excel? 
  • Do you want to see if key indicators are getting better or worse and how they are trending over time?


Agile Analytics’ Financial Analytics solution built on Power BI gives you the basis for an automated solution that quickly lets you see on a page how you are performing with up-to-date data so that you can respond to issues or opportunities immediately without waiting for the end of month report or needing to do work manually in Excel.

The Summary Dashboard gives you a summary view of all your key metrics on one page. You can quickly see how you are performing month-to-date (MTD) and year-to-date (YTD) against your targets. 

The Monthly Breakdown shows results for key financial metrics month-on-month. You can quickly see a visual representation of actual versus budget month by month. You can then drill down on-line items that are of concern for you.

The Profit Loss Analysis shows which levers are impacting your profit. 

We can help you to connect these pre-built reports to your financial data. 

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