How Power BI and Business Central turn accounting data into decision-ready dashboards, and which metrics to start with.
Business Central stores data brilliantly. But an executive rarely wants to “open the ERP and look at a report” — they need one panel that shows the state of the business in 30 seconds. That gap is exactly what Power BI closes.
Power BI connects to Business Central natively — no intermediate Excel exports, no overnight copy-outs. Data refreshes on a schedule and the dashboard always shows the current picture. For teams on Microsoft 365 that means zero extra connector licences.
Don't try to visualize everything at once. Four basic panels deliver the most value:
Revenue, margin, cash flow and receivables on one screen. This is the panel an executive opens every morning.
Trends by customer, product and rep. You immediately see who and what drives revenue and what's slipping.
Turnover, dead stock, shortages. The money “frozen” in the warehouse becomes visible.
Who owes, how much and how overdue. One panel instead of endless calls to accounting.
The rule of a good dashboard: it answers a specific executive question rather than showing “every possible chart.” If a panel doesn't change a decision, it's noise.
Starting with looks instead of a question. A dashboard with 20 widgets looks impressive but nobody uses it. We always start with a conversation: which 3–5 decisions do you make regularly, and which numbers are you missing for them. The dashboard is built for those decisions — and then people actually use it.
The main condition is clean data in Business Central. Power BI only shows what's in the system: if the accounting is tidy, a good dashboard comes together quickly. If not, it's worth putting the data in order first — then the analytics come alive.
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