Understand Financial Performance Clearly
The KmsBI Financial Income Statement Dashboard Version 1 is a ready-to-use Microsoft Power BI solution designed to help users analyse Profit & Loss performance through clear, interactive visual reporting.
The dashboard brings together actual financial results, company budget data and monthly performance in one report.
It can be used for Power BI learning, portfolio development, internal business reporting or professional commercial work, depending on the licence selected.
Dashboard Features
Gross Revenue
Review total revenue performance and compare actual results against budget.
Gross Profit
Analyse gross profit after Cost of Goods Sold and monitor performance against budget.
Profit After Tax
Track the final profit result after operating costs and other financial adjustments.
Actual versus Budget
Compare actual values with budget amounts using both variance value and variance percentage.
Revenue by Channel
Analyse gross revenue across channels such as Distributor, Export and Wholesale.
Monthly Performance
Review actual and budget results by month using interactive month filters and visual comparisons.
Profit and Loss Structure
Analyse:
- Gross Revenue
- Net Invoice Revenues
- Net Revenue
- Cost of Goods Sold
- Gross Profit
- Operating Expenses
- EBITDA
- Depreciation
- Profit After Tax
Files Included
- Editable Power BI PBIX dashboard
- Profit and Loss statement Excel file
- Monthly Actual Excel files
- Company Budget Excel file
- Layout assets
- Dashboard preview images
- Getting Started PDF guide
- README file
- Licence information
Using Your Own Data
You may replace the sample financial data with your own company data.
For the dashboard to continue working correctly, keep the supplied folder structure, worksheet names, table names, column names and compatible data types.
The monthly Actual files should continue using the same structure and naming pattern.
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 Options
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: info@kmsbi.com
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.
