Power BI is having a powerful impact on organisations.

If you are already using Power BI, you understand the advantages of interactive visualisations and drill down analysis for decision making. What if you could complement Power BI with a budgeting and forecasting tool to deliver a complete Corporate Performance Management (CPM) platform for your organisation?

The beauty of Power BI is the agility it brings to the decision-making process. When married with operational KPI’s and variance tracking, you make the shift from static to dynamic reporting, enabling real-time interaction with data. Outdated, clunky reporting tools interrupt conversations due to the lack of insights and data drill down capability.

Power BI adds context and enables proactive conversations, helping teams with confident informed decisions. The difference between a good organisation and a great organisation are the decisions you make.

In this on-demand webinar, we demonstrate Kepion, a Microsoft aligned CPM platform that seamlessly integrates with Power BI.

Complete this form
to watch the webinar

Join us to learn how Kepion integrates with Power BI to deliver a complete CPM platform with:

Top down / bottom-up budget allocation rules.

Assumption based budgeting models.

What-if scenario planning.

Commentary throughout the budget process.

User defined workflows to manage budget submissions, review, and approvals.

Full version control over budgets. Lock approved budgets or lock specific months of a forecast.

Full audit-trail of all workflow activity and the changes in data inputs.

File attachments to add context and supporting documentation to the budget or plan.

Achieve all of the above in Kepion with instant updates of Power BI visualisations.

Access visuals and dashboards in Power BI or embedded into Kepion apps.

Presented by

Rebecca Gatehouse

Rebecca Gatehouse
Business Development Manager

Rebecca is dedicated to helping organisations improve via the application of technology. With an understanding of their organisation, roadmap of improvements, and target business outcomes, Rebecca advises on best approach and technologies that will deliver outcomes. Rebecca has over 12 years of experience working with customers to find, and get the most out of, the best technology to support their business.

Chris Catto
Solutions Lead

Chris is a Solutions Lead at Professional Advantage. His career spans over 20 years and includes various senior financial and management reporting roles for industry leading organisations. He has a passion and proven experience in managing and improving software applications, cash flow, team performance, budgeting, forecasting, executive management reporting, and product development.

Join us to learn how you can integrate budgeting and forecasting capabilities into Power BI with Kepion for a complete budgeting solution.

You are already doing the analysis in Power BI. Take the next step and integrate budgeting and forecasting into your Power BI visualisations and dashboards.