Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register todayThis browser is no longer supported.
Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support.
This article describes the CFO overview Microsoft Power BI content. This Power BI content applies to those using Microsoft Dynamics 365 Finance version 7.2. If you are using version 7.3 or later, please refer to Financial Insights.
Reports from the CFO overview Power BI content are shown in the CFO overview workspace.
The CFO overview Power BI content is a composite of reports from various other Power BI content, together with some actual and budget balances from General ledger. Therefore, this Power BI content gives the chief financial officer (CFO) an overview of the organization.
The following table shows the Power BI content that the reports are copied from and the reports that are provided in the CFO overview workspace. Links are provided to the documentation for the various Power BI content.
Power BI content that is included | Reports |
---|---|
Financial performance |
|
Cash overview |
|
Sales and profitability |
|
Credit and collections management |
|
Purchase spend analysis |
|
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register todayTraining
Module
Work with Analytics and Reporting in Finance and Operations apps - Training
Empower business users to make important decisions by using analytics and reporting in finance and operations apps.
Certification
Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate - Certifications
Analyze and translate financial business requirements into processes and solutions that implement industry recommended practices.
Documentation
Financial performance PowerBI.com solution - Finance & Operations | Dynamics 365
Learn about the Financial performance PowerBI.com solution, including an outline on understanding the data model and entities.
Actual vs budget Power BI content - Finance & Operations | Dynamics 365
Learn about the Actual vs budget Power BI content. It explains how to access the reports and provides information about the data model.
Financial analysis - Finance & Operations | Dynamics 365
Financial analysis uses Microsoft Power BI to bring together financial key performance indicators (KPIs), charts, and financial statements.