Power BI management reporting

Monthly FP&A Performance Pack

Executive close pack for management and business-unit review, covering Actual vs Budget vs Forecast, Revenue, Gross Margin, EBITDA, Opex, Cash, variance bridge, and drilldowns by BU, product, customer, department, and region.

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Executive question

What changed versus budget and forecast, why did it move, who owns the recovery action, and what cash risk needs attention?

Finance logic

13-table model supporting Actual/Budget/Forecast variance, EBITDA bridge, cash view, and BU/customer drilldowns.

Metric definitions / QA checks

Revenue, gross margin %, EBITDA, and cash reconcile through PBIX validation, relationship checks, and DAX spot checks before handoff.

This portfolio preview uses synthetic or anonymized data to demonstrate FP&A reporting logic without exposing company-confidential information.