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. Fini les exports Excel : vos indicateurs clés sont accessibles en un clic, sur ordinateur ou 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.