Power BI with Holded: which business questions you can answer with your ERP data

An ERP manages; analysis tells you what to do

If you use Holded to invoice, control expenses, manage projects or log hours, you already have a lot of valuable information. What is usually missing is a way to see it globally and in comparison, without exporting data by hand each time. That is where connecting Holded with Power BI helps.

What you can analyse by connecting both

• Finance and profitability: invoicing and its trend, margin, profit by period, comparison with budget and expense analysis.
• Sales and customers: sales by customer, product or family, average ticket, most profitable customers and the weight of new versus recurring customers.
• Purchasing and suppliers: purchase volume, average cost per supplier and potential savings.
• Collections, payments and treasury: what has been collected and what is pending, days to collect and to pay, and treasury forecast.
• Projects and services: revenue and costs per project, hours logged versus hours invoiced and deviations.
• Team: staff cost, hours per employee and productivity.

A global view, with the filters you need

The advantage of a single dashboard is being able to filter by date, company, business line, customer or project, compare periods and check it from any device. And if your key indicators are not the usual ones, custom KPIs are designed.

Alerts so you do not have to review everything every day

Holded data can also trigger automatic warnings, for example when invoicing falls compared with the same period, when expenses exceed budget, when a customer accumulates outstanding invoices or when the treasury forecast falls below a minimum. You receive them by email or check them online.

How we solve it at GY3 Solutions

We understand your business, define with you the indicators that matter, pull the data from Holded, build tailored reports and automate them. Then we stay with you to optimise them. See our Data & AI line.

Would you like to see what you could control with your ERP data? Tell us what you need.