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Cashflow

Power BI application that provides debtor and creditor information

Discover the Power BI Cashflow Dashboard for Debtors and Creditors

Looking for immediate insights into your debtor and creditor information? Simply connect to your Business Central environment and unlock all the powerful features of the Cashflow Dashboard, part of the SucceedIT Dashboard Suite.

With the Cashflow Dashboard in Power BI, you’ll get a crystal-clear overview of all your outstanding and incoming invoices, including due dates. Plus, the Sales Report provides valuable insights into customer payment behavior and your own company’s finances. It’s the ultimate tool for managing and optimizing your cash flow!

Key features and benefits

Enhanced cash flow management: Proactively anticipate shortages or surpluses with a detailed overview of invoices and due dates. Make informed decisions for maximum profitability!

Timely payment tracking: Monitor customer payment behavior and internal payments to prevent overdue payments and optimize cash flow.

Custom dashboards: Easily customize views based on your needs and focus on key statistics and trends aligned with your goals.

Supported editions

Compatible with both the Essential and Premium versions of Microsoft Dynamics 365 Business Central, and team members enjoy free access to Cashflow functionalities.

Please note: the SucceedIT Extended Power BI App is required to use this dashboard. You can also easily install this app directly from the Microsoft AppSource.

Supported languages

This Power BI application is only available in English (United States).

Availability

Available in all countries where Microsoft Dynamics 365 Business Central is available. The app is suitable for an unlimited number of users, companies and fields.

Free trial

After the 30-day trial period, you continue to pay only €89 per month to continue using the dashboard. No limitations, just pure insights for your business! You can download the trial directly via the Microsoft AppSource.