The challenge
The client, a company operating across several business units, closed its books manually every month — pulling numbers from ERP exports, expense trackers, and a separate P&L spreadsheet per business unit. There was no live view of budget versus actual, department-level spend, or cash flow, so every month-end close meant days of manual reconciliation before anyone could trust the numbers.
By the time a budget variance was flagged, the month it applied to was already closed — leaving finance reacting to overspend instead of catching it early.
The solution
Vizontra built a live Power BI dashboard connecting ERP, expense, and budget data into a single financial model, with DAX measures driving budget-vs-actual variance, year-over-year revenue growth, department spend trend, and cash flow forecast from one shared source of truth.
The layout puts top-line financial KPIs first, then lets finance and department heads drill into any business unit, cost center, or month — so a variance can be caught and discussed while the month is still open, not after it closes.
Results
- Revenue and expenses tracked in real time across every business unit
- Budget-vs-actual variance surfaced automatically each month, not after close
- Month-end reporting prep reduced from days to hours
- Department-level spend trends visible to finance and department heads alike
- Cash flow forecast built directly into the same dashboard
- Replaced multiple disconnected P&L spreadsheets with one shared source of truth