Finance, HR, marketing and sales live reports

Finance, HR, marketing and sales

Open the finance, HR, marketing and sales reports and click through them

Twelve Power BI reports for one mid-sized business, live in your browser: three each for finance, HR, marketing and sales. Move between pages and filter by region, team or campaign.

All figures are illustrative, for a fictional organisation.

What you’re looking at

Merrowby Group is fictional: a mid-sized business that supplies, installs and services commercial kitchen and refrigeration equipment, with a field workforce, a sales team, a marketing team and a finance function, built on typical data, so every figure is illustrative. Whatever your industry, these are the reports a CFO, a people leader, a marketing director and a sales director ask for. In a pilot, the same reports run on your own data and are checked against the numbers you already report.

About these reports · How a pilot works · Back to the industries

FAQ

Before you open them

Do I need a Power BI licence to open the reports?

No. They open in your browser on any computer or tablet, with no sign-in to Microsoft. For the best view, use the full-screen button at the bottom right of each report.

What do you do with my details?

We record which reports you open so we can follow up with what is relevant to your role, and we never share your details. You only fill in the form once on each device. The privacy policy linked on the form has the detail, and you can ask us to delete your record at any time.

Which report should I open first?

Start with the one for your role. CFOs usually start with the management accounts, people leaders with workforce and turnover, marketing with campaign performance, and sales with pipeline and forecast. All twelve run on the same business, so the finance, people and sales pictures agree.

See them on your own data

Book a 30-minute meeting: we’ll walk through the reports that matter to your role and what it would take to run them on your systems.