AI Management Reporting Pack
Power BI management pack that refreshes automatically and writes its own variance commentary.
All industries · Finance
Illustrative example build, not a client case study.
Finance spends the first week of every month consolidating spreadsheets and writing the same commentary for the management pack.
Technology
- Microsoft Power BI
- Power Query
- Azure OpenAI
- Power Automate
- 1
Connect the data
ERP and spreadsheet sources consolidated into one Power BI data model with scheduled refresh.
- 2
Design the KPIs
Executive pages for revenue, margin, cost and cash with drill-down by region, product and customer.
- 3
Generate commentary
An AI step explains the biggest variances and drafts the narrative for finance to review and edit.
- 4
Distribute
Approved pack published to Teams and emailed to management automatically.
Designed to deliver
- Month-end pack ready in hours rather than days
- Consistent, explained variances
- More finance time for analysis and advice
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