POWER BI & BUSINESS INTELLIGENCE

Clarity in your data.
Confidence in your decisions.

Your numbers tell a story. We help you see it — with Power BI dashboards, financial reporting, management insights and practical training built around your business.

From disconnected spreadsheets to a clearer view.
A clearer picture. A better next step.
Business overviewILLUSTRATIVE

PERFORMANCE SNAPSHOT

See the bigger picture.

Jul — Dec

Revenue

$1.28m↑ 12.4% vs prior period

Gross margin

38.6%↑ 2.1 percentage points

Operating profit

$218k↑ 8.7% vs prior period
Revenue performance Actual Budget
300k200k100k0JulAugSepOctNovDec
From “what happened?”to “what do we do next?”
BUILT AROUND YOUR BUSINESS

Power BI

Financial reporting

Management insights

Reporting automation

Practical training

WHAT WE DO

Better reporting.
More informed decisions.

Connect the detail in your data to the decisions that matter — across finance, operations and business performance.

01 / CORE SERVICE

Power BI
consultancy

Bring your data together in interactive dashboards that answer real business questions. From the first model to the finished report, we focus on clarity, usability and a sound foundation.

  • Data preparation and modelling
  • Dashboard design and DAX measures
  • Report improvement and automation
  • Practical guidance and handover
Discuss your Power BI needs
02

Financial reporting

Understand performance beyond the headline number. Build a consistent view of profitability, cash flow and the movements behind your results.

P&L reportingBudget vs actualCash flow
03

Management reporting

Give your leadership team a focused view of what is working, what needs attention and where to act next.

KPI scorecardsMonthly reportingOperational insights
04

Finance BI & team training

Turn ERP data into financial insight. Build the skills to prepare reliable data, create useful reports and explain business performance.

Power BIExcelFinancial reporting
Explore our training

FINANCE BUSINESS INTELLIGENCE TRAINING

Turn ERP data into
financial insight.

Learn how to transform accounting and operational data into clear reports, interactive dashboards and insights that support business decisions.

Discuss finance BI training
  1. 01 / SOURCEERP data

    General ledger, sales, purchases, inventory and balances.

  2. 02 / CONNECTReporting model

    Clean data, connected accounts and consistent measures.

  3. 03 / EXPLOREFinance dashboard

    Performance, variances, profitability and cash.

  4. 04 / EXPLAINBusiness insight

    Understand the drivers. Identify what needs attention.

WHAT YOU’LL LEARN

Follow the numbers.
Find the meaning.

Work through the full reporting journey, from understanding ERP transactions to presenting a clear management story.

Explore each topic for more detail.

The questions behind the report

  • What is driving changes in revenue, costs and profit?
  • Which customers, products or business units contribute most to margin?
  • Where is cash tied up in receivables or inventory?
  • Which budget variances need management attention?
01

Understand your ERP data

Explore how general ledger transactions, sales, purchases, inventory, customer balances and supplier balances connect.

  • Understand reporting dates, account codes and transaction detail.
  • Identify the data needed to answer a financial question.
02

Prepare reliable reporting data

Use Power Query to clean and combine ERP exports in a repeatable preparation process.

  • Identify missing information, duplicates and inconsistent classifications.
  • Organise the steps so the next reporting period is easier to prepare.
03

Build a finance reporting model

Connect transactions to your chart of accounts, reporting calendar, departments and business units.

  • Create relationships and reporting hierarchies.
  • Build consistent DAX measures for analysing performance.
04

Create meaningful financial reports

Develop reporting for profit and loss, balance sheet analysis, cash movements, budget versus actual and variance analysis.

  • Explore monthly, year-to-date and prior-year comparisons.
  • Connect headline results to the transactions behind them.
05

Turn results into business insight

Investigate the drivers of revenue, costs, margin and working capital.

  • Compare customers, products and business units.
  • Explore overdue receivables, inventory and budget variances.
  • Identify the questions management should investigate next.
06

Validate, present and refresh

Reconcile dashboard totals to ERP and general ledger reports, then present the business story clearly.

  • Check results against source reports and investigate differences.
  • Build clear visuals and explain the drivers behind results.
  • Prepare reporting that can be refreshed for the next period.

YOUR PRACTICAL LEARNING PROJECT

From ERP exports
to a finance dashboard.

Prepare the data, build the model, calculate measures, validate the numbers and present the business story in one connected project.

Discuss your team’s learning goals

PUT THE LEARNING TO WORK

  • 01
    Reliable data preparation

    A repeatable process for cleaning and combining ERP data.

  • 02
    A connected finance model

    Accounts, dates, business dimensions and consistent measures.

  • 03
    A clear financial dashboard

    Reports that reveal performance, movements and variances.

  • 04
    A validated management story

    Reconciled numbers and commentary that explains what matters.

FOCUSED TRAINING OPTIONS

Build the skills your team needs next.

Explore individual topics alongside the finance BI learning journey.

01 / POWER BI

Turn data into
useful dashboards.

Learn how to take a report from raw data to clear, interactive insights.

  • Prepare and transform data with Power Query
  • Build data models and DAX measures
  • Design dashboards and explore results
Ask about Power BI training
02 / EXCEL

Work confidently
with spreadsheets.

Develop practical Excel skills for organising data, analysing results and building repeatable reports.

  • Use formulas, functions and structured tables
  • Analyse data with PivotTables and charts
  • Clean and combine data with Power Query
Ask about Excel training
03 / FINANCIAL REPORTING

Explain the story
behind the numbers.

Strengthen the link between financial reports, business performance and management decisions.

  • Understand P&L, balance sheet and cash flow
  • Analyse budgets, actuals and variances
  • Present KPIs and clear management commentary
Ask about reporting training

Start with what your team needs. Tell us your current experience, the topics you want to cover and the skills you want to build.

Discuss your training needs

REPORTING IN ACTION

The right view.
The right questions.

A useful dashboard helps you understand the result and explore what sits behind it. Try these illustrative views to see how reporting can support a business conversation.

Illustrative data only. These examples are not client results or a live Power BI report.

INTERACTIVE EXAMPLE

Financial performance

Revenue vs budget

$000
ActualBudget

THE BUSINESS QUESTION

HOW WE WORK

Start with the question.
Build towards the answer.

A practical, collaborative approach, with your business priorities guiding the work from day one.

01

Understand

Define your reporting goals, the decisions you need to make and the data you have available.

02

Connect & build

Prepare the data, agree on the measures and shape a clear reporting experience around your needs.

03

Validate & refine

Check the numbers against your sources and refine the reports with the people who will use them.

04

Put it to work

Support the handover with practical guidance, so your team can use the reporting with confidence.

THE INFLUUNTHUB PERSPECTIVE

Good reporting connects
numbers to action.

Our focus is simple: help you understand business performance and make better use of your data. We bring Power BI, financial reporting and management reporting together around the questions your team needs to answer, with practical training to build the skills behind the reports.

LET’S TALK

What would you like
your data to tell you?

Whether you’re starting with Power BI, improving your reporting or building your team’s skills in Power BI, Excel and financial reporting, let’s talk about what you need.

alaa@influunthub.com.au

Tell us what you need

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