Finance

Power BI for Synergy gives you immediate visibility of your key financial data and allows you to
drill-down into that data instantly.

"Within a few clicks we have an enormous amount of information available to us and we can analyse that information in moments."

Daily Revenue Tracking helps you track your worked and invoiced revenue day-by-day to give you the confidence you need as to whether you will achieve your monthly budget, and if not allow you to take corrective action early.

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Hover over the middle chart and move up (single up arrow) and down (double down arrow)

to see where your revenue has come from.

Whether you use custom distribution or linear forecasting, the Revenue Forecasting reports gives you a sliceable view of your projected revenue. The Target Gap Analysis combines your WIP, invoicing, project and proposal forecasting to give you a longer term view of budget confidence.

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Click on any section of the graph to drill-down to the projects that make up the forecast.

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Change the slicers to filter the forecast information.

You can analyse your WIP and Write-Offs with ease. You can see who and for which clients and projects you have outstanding amounts and one-click takes you to individual transactions.

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Change the slicers to filter the WIP information.

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Click on a name, client or project or any bar in the chart to drill-down into the WIP detail. Ctrl-click allows you to select multiple items.

You can analyse your Invoices & Debtors just as easily. You can see who and for which clients and projects you have outstanding amounts and one-click shows you the related invoices.

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Change the slicers to filter the Invoices & Debtors information.

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Click on a name, client or project or any bar in the chart to drill-down into the WIP detail. Ctrl-click allows you to select multiple items.