STW Services

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Power BI & reporting

Business Central Power BI & Reporting

Numbers your management team trusts, without the Monday-morning spreadsheet marathon.

STW Services builds financial reports, operational dashboards and Power BI models on top of Business Central, so each person sees the figures they need, refreshed automatically and consistent with the ledger.

  • Power BI dashboards
  • Financial reporting
  • Reconciled to the ledger
Illustrative management dashboard with revenue trend, gross margin, overdue receivables and stock value tiles, using sample data Management overviewILLUSTRATIVE · sample data Revenue (MTD)₹ 4.82 CrGross margin31.4 %Overdue AR₹ 62.1 LStock value₹ 2.15 Cr Revenue vs budget Receivables ageing 0–30 days31–6061–9090+
Illustrative design only: real dashboards are built on your Business Central data
Sound familiar?

When reports stop helping

  • Month-end means rebuilding the same Excel pack
  • Sales, finance and operations report different numbers
  • Managers wait for reports instead of checking a dashboard
  • Margins aren’t trusted because costs post late
  • Nobody is sure which report is right
Options

The right reporting tool for each need

Built in

Financial reporting

Income statement, balance sheet and cash-flow views on your chart of accounts and dimensions.

Built in

Analysis views & Excel

Dimension analysis and Excel layouts that stay connected to the data.

Configure / AL

Document & report layouts

Word, Excel or RDLC layouts; bespoke reports through AL development.

Interactive

Power BI

Microsoft’s Power BI apps as a starting point; custom models when you need more.

Deliverables

What we deliver

Requirements workshop

Who decides what, how often, at what level of detail.

Financial reporting

Management P&L, balance sheet, cash flow, departmental views.

Power BI dashboards

Sales, margin, receivables, payables, inventory, projects.

Data model & refresh

Documented model on standard APIs with scheduled refresh.

Multi-company views

Consolidated reporting and data from connected systems.

Security & sharing

Row-level security, workspaces, sharing in Power BI or Teams.

Project experience

Recent reporting work

Client names withheld for confidentiality.

ConstructionBusiness Central

Business Central management dashboards

Project and financial oversight dashboards delivered with a Business Central implementation.

Food processingPower BI

Margin and operations dashboards

Sales, finance margin, e-commerce, sourcing, price trends and work orders, on the client’s operational data (not Business Central).

ProjectsDynamics 365

Project dashboards

Progress, budget and resource-utilisation dashboards for a project-based business.

Foundations

Good reports start with good data

Dashboards can’t fix data that was never captured consistently. If foundations need work, it may be part of an implementation fix.

  • Chart of accounts and dimensions that match how management thinks
  • Posting setups that put revenue and cost in the right place
  • Clean master data: customer groups, item categories, salespeople
  • Timely posting, so reports aren’t missing last week
FAQ

Reporting questions

What finance teams ask before building dashboards.

Ask us a question
Do we need Power BI, or are Business Central’s reports enough?

For statutory and many financial reports, built-in reporting is enough. Power BI adds interactive analysis, multiple sources and wide sharing.

What about Microsoft’s Power BI apps for Business Central?

They’re a good start. We set them up and build custom models when you need your own KPIs, other systems or company-specific dimensions.

Will the dashboards match our accounts?

We reconcile key figures to Business Central with your finance team before go-live.

Can our team maintain the reports?

Yes. We document the model and can train an internal power user.

Next step

Get reporting your management team can rely on

Tell us which decisions you’re struggling to make with today’s reports.

  • A reply from someone who knows Business Central
  • Practical next steps, whether or not we work together
  • No obligation

Book a Business Central Consultation

Tell us about your Business Central requirement. We’ll reply with practical next steps.

  • Pick “Business Central Solutions” in the form
  • Share your current system and what you need
  • Or email support@stw-services.com
Book a Business Central Consultation