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Financial Analysis Power BI Template | The BI Guild

Financial Analysis Power BI Template | The BI Guild

$119.00 NZD
$119.00 NZD
Sale Sold out

Power BI Financial Dashboard Template

Analyse Revenue, Expenses & Profit — Without Building From Scratch

Stop rebuilding financial reports in Excel.

Get a fully built Power BI financial dashboard that lets you analyse Revenue, Expenses, and Net Profit instantly — no modelling, no setup.

✔ Connect your data in minutes
✔ Drill from summary → transactions
✔ Built like a $10K+ finance model

👉 Start analysing, not building.

Includes template + data model + setup guide + full video walkthrough

🚀 Built for Real Analysis — Not Just Reporting

Most templates give you charts.

This gives you a working financial model — structured the way finance teams actually analyse performance.

Instead of:

  • Exporting data
  • Rebuilding pivot tables
  • Trying to reconcile numbers

👉 You can go straight to:

  • Understanding performance
  • Identifying drivers
  • Answering real business questions

📊 What You Can Do

  • Track Revenue, Expenses, and Net Profit in one place
  • Switch between Current Period, YTD, and Rolling 12 Months
  • Click any number to drill into transaction-level detail
  • Compare performance across accounts and cost centres
  • Identify trends, variances, and anomalies instantly

📁 What’s Included

Performance Overview

A clear, executive-ready summary of:

  • Revenue
  • Expenses
  • Net Profit
  • Key KPIs

Revenue Analysis

  • Track income trends over time
  • Understand what’s driving performance
  • Identify growth or decline

Expense Analysis

  • Break down costs by category
  • Identify overspending
  • Analyse cost behaviour across your business

⚙️ Pre-Built Data Model (No Setup Required)

This template includes a fully automated Power BI data model:

  • Connect via Excel or SQL
  • Automatically generates a clean Fact table
  • Pre-built dimension tables (Accounts & Cost Centres)
  • Relationships and logic already configured

👉 No Power Query headaches
👉 No rebuilding models
👉 No technical setup

Just map your data → refresh → done.

🧠 Advanced Features (This is where you win vs competitors)

Time Intelligence Built In

  • Current Period
  • Year-to-Date (YTD)
  • Rolling 12 Months

Drill-Through Analysis

Click any number → instantly see the transactions behind it

(No more exporting line-by-line data and trying to reconcile totals)

Interactive Filtering

Compare performance across:

  • Time periods
  • Accounts
  • Business units

💼 Designed for Real-World Finance

This template follows the same structured approach used in:

  • Finance teams
  • FP&A environments
  • Consulting projects

It’s built to answer questions like:

  • Why did profit drop this month?
  • What’s driving this variance?
  • What makes up this number?

👉 Not just show charts — but actually explain performance

📦 What You Get

  • ✔ Power BI Template File (.PBIT)
  • ✔ Sample Data (so you can test immediately)
  • ✔ Step-by-step PDF Setup Guide
  • ✔ Private Video Tutorial (full walkthrough)

🎯 Who This Is For

  • Finance professionals
  • Power BI users who want to skip setup
  • Business owners who want better visibility
  • Anyone tired of rebuilding reports every month

❓ FAQs

Do I need Power BI experience?
Basic familiarity helps, but no advanced skills are required.

Can I use my own data?
Yes — simply map your data and refresh.

Do I need to build relationships or write DAX?
No — everything is pre-configured.

Is this a one-time purchase?
Yes — no subscription or ongoing fees.

🔥 Skip the $10K Build

A typical financial model like this would take:

  • Weeks to build
  • Or cost thousands from a consultant

This is already done — ready to use.

👉 Start analysing your data today.

🛒 Get Instant Access

Stop rebuilding reports.
Start understanding your numbers.

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