5 Reports Every Finance Team Should Create in Power BI (Not Just Business Central)

September 3, 2026

Business Central’s built-in reports cover the essentials well. But finance teams often find themselves wanting a view that spans multiple periods, combines data that BC doesn’t naturally group together, or needs to be shared with people outside the finance function who shouldn’t have access to BC. That’s where a handful of well-designed Power BI reports consistently pay for themselves.

1. Rolling Cash Flow Forecast

Combining outstanding receivables, payables, and recurring commitments into a rolling 13-week view is something that BC's native reporting does not do out of the box—but it is one of the most frequently requested views by finance leadership.

2. Trend in aged receivables, not just a snapshot

A single aged receivables report shows you where you stand today. A Power BI version that tracks the same metric over the past 12 months shows you whether collections are actually improving—a very different and more useful discussion.

3. Budget vs. Actual by Department, Updated Automatically

If "budget vs. actual" currently involves someone rebuilding a spreadsheet every month, a connected Power BI report eliminates that entire manual step and allows department heads to access their own numbers on their own.

4. Vendor Spend Concentration

A simple overview of spending by vendor—ranked and shown as a trend—often reveals opportunities for renegotiation or overreliance on a single supplier that are easy to miss in transaction-level business control screens.

5. Margin by customer, not just by product

Product-level margin is standard. Customer-level margin—which takes into account discounts, payment terms, and service costs—often reveals that your “biggest” customers aren’t always your most profitable ones.

None of these require new software licenses beyond what most Business Central customers already have access to. [LINK: Talk to us] if you'd like help implementing any of these for your team.