Chartered accountant Power BI

Power BI: Connected dashboards to manage your business#

Power BI (Microsoft) is the world's leading Business Intelligence tool. Hayot Expertise uses it to create interactive and visual dashboards connected in real time to your accounting (Pennylane, FEC), banking and commercial data. No more Excel exports: your key indicators are accessible in one click, on desktop or mobile.

Why Power BI with Hayot Expertise?#

1. Customized dashboards: We create dashboards adapted to your business. A restaurateur does not follow the same KPIs as an e-retailer or a real estate developer.
2. Real-time data: Power BI connects to your data sources (Pennylane, banks, CRM, ERP) for always up-to-date indicators.
3. Interactive analysis: Drill-down by month, by department, by product. Filter, cross-reference and export your data in one click.

The dashboards we create for our clients#

Dashboard Manager

• Monthly turnover vs N-1
• Gross margin and EBITDA
• Cash available
• Customer receivables and supplier debts

Cash Dashboard

• Rolling cash flow forecast (12 months)
• Tax and social schedule (VAT, IS, URSSAF)
• Consolidated bank balances

Commercial Dashboard (E-commerce / SaaS)

• MRR / ARR (Monthly/Annual Recurring Revenue)
• CAC (Customer Acquisition Cost)
• LTV (Lifetime Value)
• Churn rate and retention

Real Estate Dashboard

• Net profitability per property / per SCI
• Occupancy rate
• Rent collected vs forecast
• Cash flow per building

Competitive advantage#

At Hayot Expertise, we don't just deliver you an Excel file. We are setting up a permanent management system with Power BI, commented on and analyzed monthly by your dedicated accountant.

"Having the numbers is good. Understanding them and acting is better."

Power BI gives you the GPS of your business. We are the co-pilot.

A dashboard is only useful when the indicators behind it are properly defined. Before any chart is drawn, we clarify which financial KPIs matter and how each one is calculated, so that what you read can actually be trusted. Accounting data also has to be cleaned and structured first. Without a coherent chart of accounts, reliable analytical coding and properly closed periods, visual reporting quickly becomes misleading rather than helpful.

A director needs interpretation, not just graphics. We connect each dashboard to concrete decisions: hiring, pricing, collection, capital expenditure or cash management. Power BI becomes genuinely powerful when it brings finance and operations together. Sales, CRM, payroll and production data can all enrich the accounting picture, provided the underlying model is well designed.

Power BI delivers the clearest value when there is already data to work with but no readable financial cockpit. We see it fit best for several profiles.

• Small and mid-sized companies that hold rich data but still lack a clear management view.
• Startups and IT service firms that want to track cash, project profitability and commercial performance.
• Groups or multi-activity companies that need to consolidate several data sources into one reading.
• Directors who make many decisions from Excel exports and want to react faster and more reliably.

We follow a deliberately progressive method, because a reporting tool that nobody opens is a failure regardless of how it looks.

1. We audit the available sources, the quality of the exports, the history and the definitions already used by management.
2. We prioritise a small number of decision-driving indicators, then design a readable prototype before widening the scope.
3. We validate the calculation rules, the analysis axes and the access rights, so that no two teams read contradictory figures.
4. We organise hands-on adoption with the director and the managers, so the dashboard becomes part of your monthly rituals.

A financial dashboard is only as solid as the data feeding it. We frame the connectors around your real stack: accounting and ERP systems form the trusted base for revenue, margin, charges and closing entries. Banking, cash management and expense flows give a more useful reading of your treasury, while CRM, payroll and operational tools add depth to analysis by activity and by team. Before going live, analytical reference data such as cost centres, client segments and product categories must be harmonised, otherwise comparisons fall apart.

Multiplying KPIs without any hierarchy usually produces more noise than steering. Presenting unreviewed figures as if they were final leads to poor decisions, and changing the calculation rules too often destroys comparability from one period to the next. We keep definitions stable, flag what is provisional, and tie every view to a clear managerial use so the system stays trusted over time.