Version X Solutions connects directly to your Deltek Vision and Vantagepoint data to create powerful, preconfigured or fully custom reports with Power BI. Below we showcase a firms Profit and Loss and an interactive version for you to explore.
Profit and Loss
Our comprehensive Profit and Loss (P&L) dashboard provides an in-depth view of key financial metrics over a specified period, allowing for easy tracking and analysis of financial performance. You can customize your view by selecting the desired date range using the date toggle feature. Refine your data by selecting specific divisions and countries, providing targeted insights into different segments of your business.
The dashboard supports multiple currencies with easy toggles between displaying data in USD or the billing currency, offering flexibility for international financial management. This P&L dashboard breaks down data to the transaction level using a matrix table, providing a granular view of financial activities. It is customizable to fit how each firm structures their P&L, ensuring that the financial insights are tailored to your specific business needs. Explore this dynamic and interactive dashboard to gain actionable insights and make informed decisions that drive your business forward.