Enterprise companies know the value of thorough, detailed, and seamless financial planning. They also know that it’s something they need to work on continuously. Over 60% of organizations planned to change how they operate, according to Deloitte’s 2023 global planning, budgeting, and forecasting survey.
The first step to improving financial planning shortcomings is recognizing the problems — the need to consolidate information, analyze data, and make informed decisions. While tools like Power BI offer steps in the right direction, many businesses fail to leverage their full potential for financial optimization.
The good news is there are simple ways to take advantage of Power BI’s financial reporting capabilities combined with a comprehensive suite of visuals and advanced features. This guide explores those possibilities and offers actionable ideas for how you can do more with Power BI in your financial planning processes.
Download this guide to learn how to:
- Analyze “what-if” scenarios to simulate how internal and external factors affect your financial plans.
- Use Microsoft Copilot to answer key questions about your data using natural language and AI-powered insights.
- Empower users to directly input data, assumptions, and action plans into Power BI.
- Develop your own custom solutions using proven technology.