Cash Flow Report and Forecast

We should create Cash Flow Report, incl. Forecasting for the customer. The customer use ERP 1C, that can create Cash Flow reports, but difficult, slow, no Forecast option…

We can not find relevant information in SISENSE resources (Web Site, Highspot, Forums). Just some info about Iconomix Use Case (“cash flow report is easy”).

But my managers and engineers tell me “cash flow report and forecasting is difficult”.

The same time Google shows a lot of examples of Cash Flow Reports and Forecasting with MS Power BI, Tableau, Qlik...:

https://www.youtube.com/watch?v=BBKdF6ajh1g

https://community.powerbi.com/t5/Desktop/Cash-flow-statement/td-p/399800

https://www.pbiusergroup.com/viewdocument/visual-cash-flow-statements-in-powe?CommunityKey=0cf9c340-bd5d-4708-9880-4990ad4575a9&tab=librarydocuments

https://blog.saglobal.com/globalu/microsoft-dynamics-365/item/cashflow-forecasting-microsoft-power-bi-and-embedded-power-bi-reports-licensed-for-all-users.html

https://www.tableau.com/about/blog/2018/6/how-analytics-helps-cash-flow-management-uncovering-key-details-89269

Please advise. Thank you!

Official comment

Yonatan February 28, 2019 20:20

Hi Yuriy,

Thank you for comment.

For Finance dashboards examples you are more than welcome to visit our Industry Templates library.

We currently don't have this exact example but we'll definitely add it to our backlog and keep you posted once is out there.

This is also a good place to check out prediction examples, but you can also explore the following:

https://www.sisense.com/marketplace/forecasting/

https://support.sisense.com/hc/en-us/articles/230651768-Forecasting-using-Macro-Trend-and-Seasonality

https://support.sisense.com/hc/en-us/articles/360002454294-Forecasting-by-Historical-Performance-

https://support.sisense.com/hc/en-us/community/posts/360019496533-Advanced-Forecasting-with-R

Hope it helps.

Yonatan

Cash Flow Report and Forecast

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