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Financial Reporting Dashboard | Power BI Income Statement, Balance Sheet and P&L PBIX

  • Apr 12
  • 1 min read



The DATALTY chart shows net sales, EBITDA, and net profit data. It includes blue and red bar graphs for 2024-2025, labeled with month names. The background is white.
The Ratios tab on the DataLth screen. The graphs show the current ratio, leverage ratio, accounts receivable turnover ratio, and debt/equity ratio for 2024-2025.
The screenshot of the financial statement is under the heading "Income Statement". Sales, profit, and cost figures by year are shown, along with percentages.

The data table displays expense categories and percentages. At the top is the "DATALTY" logo and tabs. Blue and red highlights are noticeable.
A table containing four graphs. The graphs are: Current Assets, Fixed Assets, Liabilities, and Equity. Months and values in millions (M) are indicated.
The table displays the Datally logo and balance sheets. Assets and liabilities are categorized. The colors are blue and white. The title is: "Balance Sheet".

This Power BI financial reporting dashboard offers income statement, balance sheet, expense analysis, ratio dashboard, and P&L summary screens in a single structure. Net sales, EBITDA, net profit/loss for the period, balance sheet items, equity, short-term liabilities, and key financial ratios are analyzed in detail on a monthly basis.


The dashboard provides a powerful decision support infrastructure for CFOs, finance teams, and senior management by presenting income statement, expense statement, balance sheet summary, P&L performance screen, and financial ratio analyses on separate pages. Critical KPIs such as current ratio, leverage ratio, gross profit margin, net profit margin, and debt/equity ratio can be monitored along with periodic trends.


This PBIX reporting structure is a customizable professional Power BI dashboard solution for companies to analyze financial performance, budget comparisons, and balance sheet-income statement relationships all in one place.



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