Dynamic Dashboards and Reports - Financial Analysis

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PTR the go to choice for Financial Dashboard & Reporting Solutions

Businesses face many challenges when trying to build trustworthy, one truth, suites of financial reports and dashboards as data must be integrated from many different sources. PTR work with many clients who struggle with building accurate dashboards refelcting key performance metrics such as profitability, cash flow, budget variance and so on, because their data is spread across the likes of Sage, Oracle, SQL Server, SAP, Excel workbooks. We help to bring all of that data together as single quality data source and then build tailored dashboards to reflect the KPIs that are most important and relevant to their business. Here are some of the challenges PTR have helped clients to overcome.

Many Data Sources - SAP, Oracle, Dynamics, Sage, Excel, CSV Files
 
Manual reports and static imports, cleansing and integration of data
 
Poor Quality data at source preventing accurate reports and dashboards
 
Unstructured data sources required for critical KPI reporting
 
Complex Financial Calculations interpreted differently across reports
 
Many KPIs to be presented with clarity on a single dashboard


The PTR Solution

With a solution built around SQL Server Data Warehouses, SQL Server Analysis Services and Power BI we have worked with a number of clients to integrate data from a wide variety of current and legacy systems distributed across a mix of on-premise and cloud data sources. Every client’s financial reporting needs are different and we enter every project with an open mind and a determination to find the best fit solution.

  • We assess the reporting and analysis requirements by holding enagement sessions with key business representatives and stakeholders
  • We identify where data will need to come from to satisfy the reporting and analysis requirements
  • We assess the expected volumes of data and refresh and latency requirements
  • We recommend a solution architecture to suit the client technical, business and budget needs
  • We build tailored reports and dashboards to the client’s exact needs
  • We create customised KPIs that are key to the client’s business 

The Challenges We Help You Overcome

Financial Reporting and Analysis is more than just a Profit & Loss or Balance Sheet report. In order to be equipped to make the best decisions for your business you need key performance metrics at your fingertips. PTR will help you to turn you business data into powerful Dashboards presenting KPIs in an impactful and insighful way, enabling you to spend more time using them than building them.

  • Getting the stakeholders on side
  • Engaging with the business users
  • Understanding the business requirements
  • Understanding Financial data and designing relevant and insightful dashboards
  • Identifying where all the source data currently comes from
  • Working with multiple business applications
  • Cleansing and transforming poor quality data ready for reporting
  • Relating data from different systems and applications
  • Integrating modern and legacy application data
  • Building a trustworthy, quality master data source
  • Building complex business logic and calculations into a central resource for reporting and analysis
  • Creating a central “One Truth” resource for all reporting and analysis requirements