Understand Your Financial Position Clearly
The KmsBI Balance Sheet Dashboard Version 1 is a ready-to-use Microsoft Power BI solution designed to help users analyse assets, liabilities and owner’s equity through clear, interactive visual reporting.
The dashboard presents several years of Balance Sheet data in one report and makes it easier to compare financial position, account groups and year-over-year movement.
It can be used for Power BI learning, portfolio development, internal business reporting or professional commercial work, depending on the licence selected.
Dashboard Features
Total Assets
Review the total value of current assets, fixed assets and other assets.
Total Liabilities
Analyse current and long-term liabilities and compare changes over time.
Owner’s Equity
Track the company’s owner’s equity and understand its contribution to the total financial position.
Assets, Liabilities and Equity
Compare total assets against liabilities and equity to understand the Balance Sheet structure.
Multi-Year Comparison
Review Balance Sheet values across 2017, 2018, 2019 and 2020.
Asset Structure
Analyse:
- Cash and cash equivalents
- Accounts receivable
- Inventory
- Prepaid expenses
- Short-term investments
- Property, plant and equipment
- Intangible assets
- Other assets
Liability Structure
Analyse:
- Notes payable
- Short-term loans
- Income taxes payable
- Accrued expenses
- Unearned revenue
- Wages payable
- Long-term debt
- Deferred income tax
- Other liabilities
Financial Visuals
Use cards, waterfall charts and detailed financial tables to review total assets, liabilities, owner’s equity and year-over-year movement.
Files Included
- Editable Power BI PBIX dashboard
- Balance Sheet Excel dataset
- Dashboard layout assets
- Dashboard preview image
- Getting Started PDF guide
- README file
- Licence information
Using Your Own Data
You may replace the sample Balance Sheet data with your own company data.
For the dashboard to continue working correctly, keep the supplied worksheet names, table names, account structure, column names and compatible data types.
A different data structure may require changes to Power Query, relationships, DAX measures or report visuals.
Software Requirements
- Microsoft Power BI Desktop
- Microsoft Excel or compatible spreadsheet software
- Windows computer capable of running Power BI Desktop
We recommend using a recent version of Power BI Desktop.
Licence
Personal & Learning — $79
Suitable for:
- Learning Power BI
- Personal projects
- Portfolio work
- Practice and training
- Non-commercial use
Business & Commercial — $129
Suitable for:
- Internal company reporting
- Professional business use
- Customisation using company data
- Use in one client project
Both licence options include the same downloadable files.
Digital Delivery
This is a digital product. No physical product will be shipped.
After successful payment, the customer will receive access through:
- The order confirmation page
- The download email
- My Account, where an account has been created
See our Digital Delivery and Refund Policy for full details on download access and return eligibility.
Support
For assistance with file access, missing downloads or problems related to the supplied product, contact:
Customers should include their order number and a clear description of the issue.
Important Notice
This product is supplied as a configurable Power BI template. Results depend on the accuracy, structure and quality of the customer’s data. Some external accounting datasets may require modifications before they work with the dashboard.
