The challenge
What they needed
- Finance data trapped in static spreadsheets and accounting exports
- No real-time view of budgets, funds and spend
- Slow, manual reporting for the board and funders
- Hard to track grant/fund utilisation and variances
Under NDA
Power BI Finance & Accounting Dashboards for a Not-for-Profit — case study
A confidential engagement for an Australian not-for-profit: we turned their accounting and finance data into a set of live Power BI dashboards — giving the team clear, real-time visibility into budgets, funds and spend, instead of static spreadsheets.
Delivered under a strict NDA — we've removed the client's name, brand, screenshots and URLs. We protect every client's confidentiality and intellectual property the same way, including yours.
ClientConfidential (under NDA)
IndustryNonprofit · Australia
EngagementData & BI (Power BI · Accounting · Reporting)
The challenge & how we solved it01 02
Our approach
How we solved it
- Modelled and cleaned the accounting/finance data with Power Query
- Built a single, reliable data model with DAX measures
- Designed clear dashboards — budgets, funds, spend and variances
- Set up scheduled refresh and self-serve reporting
What we delivered
- Accounting Data Modelling (Power Query)
- DAX Measures & Calculations
- Finance & Budget Dashboards
- Fund / Grant Utilisation Reporting
- Variance & Spend Analysis
- Scheduled Data Refresh
- Self-Serve Reporting for the Team
The resultsConfidential engagement — under NDA.
Power BILive dashboards
Real-timeFinance reporting
1Source of truth
- A single, trusted source for finance reporting
- Real-time visibility into budgets, funds and spend
- Faster, self-serve reporting for the board and funders
- Static spreadsheets replaced with live, refreshable dashboards
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