General Reports
The reports every business needs - P&L, balance sheet, cash flow, budget vs actual, sales, operations, customer, marketing and KPI reporting. Explore each report type below to see what it measures, why it matters, and how SolveBI builds it on Microsoft Power BI and Fabric for Australian businesses of every kind.
Profit & Loss (P&L) Reporting
The P&L is the report every business runs on - yet for most it arrives weeks late as a static spreadsheet. A live P&L dashboard shows revenue, costs and profit as they move, with the ability to drill into what's driving them.
Balance Sheet Reporting
The P&L shows performance; the balance sheet shows health. A clear balance sheet dashboard makes it easy to see what the business owns, owes and is worth - and how that's changing over time.
Cash Flow Reporting
Profit is an opinion; cash is a fact. Plenty of profitable businesses hit trouble because the cash ran short at the wrong moment. A cash flow dashboard shows what's coming in, what's going out, and what the position will be weeks ahead.
Budget vs Actual Reporting
A budget is only useful if you check against it often enough to act. A budget vs actual dashboard shows where each part of the business is ahead or behind plan - and makes the variances easy to explain.
Sales & Revenue Reporting
Revenue is the number everyone watches, but it's usually scattered across systems and spreadsheets. A sales and revenue dashboard pulls it into one place - by product, region, channel and rep, against target.
Operational Efficiency Reporting
Most businesses have more capacity than they realise - it's just hidden in delays, rework and underused resources. An operational efficiency dashboard makes that waste visible so you can do more without spending more.
Customer Success & Churn Reporting
Winning a customer costs far more than keeping one - yet most businesses watch new sales closely and barely track the customers slipping away. A churn dashboard surfaces who's at risk while you can still do something.
Marketing Performance Reporting
Marketing data is scattered across ad platforms, the website and the CRM - so the simplest question, 'which spend actually drives revenue?', is the hardest to answer. A marketing dashboard brings it together.
Strategic KPI & Goal Tracking
Most businesses set goals once a year and then lose sight of them in the day-to-day. A KPI dashboard keeps the handful of numbers that really matter in front of everyone, with clear status against target.
Accounts Receivable Reporting
Every overdue invoice is your money sitting in someone else's bank account. An accounts receivable dashboard shows exactly who owes what, how overdue it is, and where to chase first.
Executive & Board Dashboard
Leaders shouldn't have to open six reports to understand how the business is doing. An executive dashboard brings the headline numbers from across the company onto a single screen - and lets you drill in when something needs a closer look.
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