Powerful Reporting, Budgeting, & Dashboards: Financial Performance Insights for SaaSAugust 25, 2020

› Individuals• Participate in entire webinar• Answer polls when they are provided

› Groups• Group leader is the person who registered & logged on to the webinar• Answer polls when they are provided• Complete group attendance form • Group leader sign bottom of form• Submit group attendance form to training@bkd.com within 24 hours of webinar

› If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar

To Receive CPE Credit

Introductions

Charles Allen Senior Managing Consultantcallen@bkd.com• More than 30 years of experience • Microsoft MVP

Scott HastingsSenior Consultantshastings@bkd.com• Dynamics 365 Finance

Functional Consultant

Overview of Financial Performance Insights (FPI)

Power BI• Visualizations• Dashboards

Solver• Data Integration• Data Warehouse• Reports• Budgets

Q&A

Agenda

› Rapid storage of new & updated data for existing companies, such as additional periods› Rapid storage of new & updated data for new companies› Creation of company-specific, consolidating, & consolidated financial reports, including

application of intercompany eliminations› EBITDA adjustment application to reported balances (presentation of normalized adjusted

results)› Dashboards for executives to include KPIs & high-level key summary financial information› Storage of actual & budget data› Storage of General Ledger & non-GL data (sales, purchasing, etc.)› Foreign currency translation› Rapid creation of custom charts & new reports

Issues, Challenges, & OpportunitiesYou need a reliable corporate performance management solution to meet your growing needs & to provide critical real time financial information. Enable smart decisions across your organization!

› Microsoft Excel-based template design which uses Excel knowledge & a familiar user interface

› The ability to leverage Microsoft Power BI across your organization’s data› Business Analyst-driven Data Warehouse for managing the data› Web portal for viewing reports from any location, including cellphone apps› Publisher application for scheduling the generation & distribution of reports

to the web portal & email› Turnkey solution built with BKD’s True Expertise on top of industry-leading

Corporate Performance Management, Data Warehouse, & Visualization solutions

Desired Outcomes

› BKD’s Financial Performance Insights solution is the result of BKD’s True Expertise leveraged with industry-leading Corporate Performance Management & BI Solutions

Solution FeaturesHow BKD can help your organization enable world-class decision making

Solution DesignHow BKD can help your organization enable world-class decision making

SolutionComparison

Power BI is a tool which enables

companies to create interactive reports &

dashboards

It is a leader in the Gartner Magic

Quadrant for Analytics & Business

Intelligence Platforms

It is available on multiple platforms: desktop, web, &

mobile

Reports can be built based on a direct link

to the Solver Data Warehouse

Power BI

Power BI Dashboard

Power BI Dashboard

Data Integration

Get Source Data• SQL Database• Excel Files• Other

Map to a Template• Accounts• GL Balances• GL Trx• Other Data

Integrate• Manual• Scheduled

Data Integration – Get Source Data

› The template can be in a file format, or the data in the database can be structured to match the integration

Data Integration – Map to a Template

1.Select the file or point to the new database

2.Run the integrations, or set up a Job to run them on a scheduled basis

Data Integration – Integrate

› A place to store all incoming data as well as manually entered data

› It is based on modules & dimensions

› It is business user-driven

› Includes the ability to create rules to automate data updates, such as allocations of corporate expenses

Data Warehouse

Data Warehouse

› Reports are designed in Excel with drag & drop from the Solver Data Warehouse

› Distribute reports via email or to the Solver portal

› Users can drill down on results to view details

› Unlimited organizational trees can be used to view reports different ways

› Allocations & currency translations can be automated

Reporting

Reporting Demo

› Create templates using Excel› The same design experience as reports› Use the portal to enter budget numbers › Use Workflow to monitor budget completion› Enter comments, line item details, & perform spreading› Unlimited budget versions› Create templates for forms like adjustments

Solver – Budgets & Forecasting

Budgeting Demo

› Revenue

› Personnel

› Capital

› Other Expenses

› Reforecasts

› Other

Solver – Budgets & Forecasting

› EBITDA Adjustments

› Allocations

› Statistical Data

› Strategy & Goals

› IFRS Adjustments

› Other

Solver – Other Data Entry Forms

Continuing Professional Education (CPE) Credit

BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

› CPE credit may be awarded upon verification of participant attendance

› For questions, concerns or comments regarding CPE credit, please email the BKD Learning & Development Department at training@bkd.com

CPE Credit

bkd.com/fpi | @BKDAdvisory

The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered