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This article describes the CFO overview Microsoft Power BI content. This Power BI content applies to those using Microsoft Dynamics 365 Finance version 7.2. If you're using version 7.3 or later, see Financial Insights.
Accessing the Power BI content
The CFO overview workspace shows reports from the CFO overview Power BI content.
Reports that are included in the Power BI content
The CFO overview Power BI content combines reports from various other Power BI content with some actual and budget balances from General ledger. This Power BI content gives the chief financial officer (CFO) an overview of the organization.
The following table shows the Power BI content that the reports come from and the reports that are provided in the CFO overview workspace. Links are provided to the documentation for the various Power BI content.
| Power BI content that is included | Reports |
|---|---|
| Financial performance |
|
| Cash overview |
|
| Sales and profitability |
|
| Credit and collections management |
|
| Purchase spend analysis |
|