Customized Margins Analysis
The Excel screenshot to the right showcases profit margins analysis for indirectly billed customers, billed through a 3rd-party business partner. At Saddlebrook BI Analytics, we understand the importance of maintaining those margins around 20%. This report not only tracks your billed amounts but also ensures we’re on top of your financial health. With our expertise in Power BI development, data analytics, and financial modeling, we're committed to helping you optimize your business's performance and secure your Power BI workspaces.
Rolling Cashflow Forecast
At Saddlebrook BI Analytics, we understand that a well-prepared 13-week Cashflow Forecast is vital for financial clarity. Take a look at the picture on the right—it exemplifies our team's meticulous approach to analyzing data from various sources. By consistently providing insights, this forecast supports CFOs, helping them determine whether they may need to access a credit line in the future. Our expertise in Power BI and data analytics ensures that your financial planning remains precise and proactive.
Customer Scorecard for the Sales team
At Saddlebrook BI Analytics, we understand that navigating sales team tracking files can be a daunting task. That’s why we take the complexity out of your data by transforming and cleaning it into a user-friendly customer scorecard. With our expertise in custom Excel file development and data analytics, we provide sales executives with clear insights and actionable strategies to boost renewals. Say goodbye to confusion and hello to informed decision-making, all with a tool designed to empower your sales strategies!
Accounts Payable Forecast
At Saddlebrook BI Analytics, we understand that keeping track of GL expenses and accruals is essential for effective accounting and insightful future cost tracking. By creating a comprehensive dataset from five different ERPs, Excel files, and software reports, we gather, clean, and transform data to uncover valuable insights. Our tailored Microsoft Excel and Power BI reports empower you to forecast and plan with confidence, ensuring your financial data is well-managed and secured in seamless Power BI workspaces. Let's turn your data into actionable strategies together!
Customer Churn Forecasts
At Saddlebrook BI Analytics, we know that a customer scorecard is essential for tracking customers, but it’s the churn forecast that truly illuminates the path ahead. By integrating an insightful churn forecast alongside your scorecard, businesses can gain unparalleled clarity about future trends and customer retention. Whether you're diving into Power BI development or fine-tuning your data analytics, our expertise will empower you to make informed decisions and secure your Finances for lasting success.
Financial Statements in various formats
Creating financial statements can be a real headache. First, you've got to comply with GAAP, then tailor reports for the board, and don’t forget the specific formats that private equity firms demand! At Saddlebrook BI Analytics, we get it, and we’re here to simplify the process. Our expertise in Power BI and data analytics means we can create customized reports in any format you need, so you can focus on what really matters—making savvy business decisions.
One Database to rule them all
At Saddlebrook BI Analytics, we understand the pain of having your sales team juggling customer contract details in Salesforce while finance relies on Sage for everything financial. Wouldn’t it be wonderful to have one streamlined database that brings all your data together? That’s exactly what we achieved with the solution showcased in the file on the right. Let us help you create powerful Microsoft Excel and Power BI reports that enhance your financial data management, forecasting, and planning, all while keeping your Power BI workspaces secure and efficient!