Financial Analysis Template
Assess variances to budget, track financial run rates, and understand your overall financial position with the ability to drill from summary analysis into transaction-level detail.
The BI Guild
Built for > Analysis from the start.
Skip design. Skip data model setup.
Go straight from data to decisions.
Built by Experts.
Not just BI Developers.
The BI Guild was built on a simple idea: meaningful insight comes from expertise.
Our solutions are developed by industry professionals with industry-leading BI capability — translating real-world experience into clear, decision-ready insight.
Each model is grounded in how decisions are actually made, not just how dashboards are built.
Professional Power BI templates designed for financial insight — not just reporting.
BI Templates
Built for Real Analysis. Not just Reporting.
These templates are designed around real business questions — not just visuals.
Every model is structured to let you move from high-level performance to detailed investigation, without redesigning logic or rebuilding calculations.
Instead of spending time structuring data or fixing reports, you can go straight to analysing performance, identifying drivers, and making informed decisions.
Custom Financial BI Solution
Design and implement an enterprise-grade financial BI solution aligned to your organisation’s structure and reporting requirements, including automated P&L generation. From data integration to model architecture and dashboard delivery, the solution enables scalable reporting, automated processes, and accurate, decision-ready financial insight.
Coming soon
Retail Performance Template
Assess product and store performance with a model designed for retail analysis. Monitor sales, margins, and key trends, and identify performance drivers across locations and product categories with detailed drill-down capability.
Coming soon
Workforce Analysis Template
Understand how your workforce is changing — and what it means for your business. This template provides a structured view of headcount, hires, exits, and workforce costs, allowing you to track trends over time and identify where change is happening across departments, roles, and locations. Move beyond static HR reporting with the ability to analyse turnover, monitor growth, and assess workforce stability — all within a model designed for real organisational insight.
Templates
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Financial Analysis Power BI Template | The BI Guild
Regular price $119.00 NZDRegular price
Discover our Solutions
Power BI
Transform raw data into structured, decision-ready insight. Our Power BI solutions go beyond dashboarding — we design scalable data models, implement best-practice star schema structures, and deliver stakeholder-ready reporting that drives real business decisions. From financial performance to operational analytics, every solution is built with both technical precision and business context in mind.
Power Apps
Streamline workflows with purpose-built business applications. We develop Power Apps solutions that replace manual processes, spreadsheets, and disconnected systems with intuitive, scalable applications. Whether it’s data capture, approvals, or operational tools, our apps are designed to integrate seamlessly into your existing ecosystem while remaining simple for end users.
SharePoint Lists
Create a structured foundation for reliable, governed data. SharePoint Lists are often underutilised — we leverage them as lightweight, powerful data stores to support business processes and reporting. From controlled data entry to integration with Power BI and Power Apps, we design solutions that ensure consistency, accessibility, and long-term scalability without unnecessary complexity.
OUR ETHOS
Designed Properly.
From the Start.
Power BI templates are often poorly structured, inconsistently designed, and built without a clear understanding of how finance teams actually work. The result is time spent fixing models, redefining metrics, and redesigning reports before any real analysis can begin.
At The BI Guild, that work has already been done.
Built by industry professionals who understand both the numbers and the decisions they inform.