Wisefish Financial Insights
- Ída Guðrún Atladóttir
Analytics
Wisefish Financial Insights helps you quickly get the answers you need—without complicated setups or manual work.
With this ready-to-use Power BI report, you can easily view key financial figures, track budgets, and analyze accounts. It connects directly to Microsoft Dynamics 365 Business Central and Wisefish, pulling data from important finance tables like Budget Entries, G/L Entries, Dimensions, and Accounts.
What You Get
Clear Financial Overview – See your company's performance at a glance
Profit & Loss Tracking – Compare actual results vs. budget
Balance Sheet Breakdown – View assets, liabilities, and equity
Account Analysis – Understand where your money is going
Drill-Down Capabilities – Click through details using an interactive tree
With this report, managers and analysts can make better decisions faster—no need to be a Power BI or finance expert.
At a Glance
