Case Study
Develop P&L Power BI Dashboard & Integration with Sage X3
Client Overview
In a high-paced financial scenario such as Abu Dhabi, real-time information and data-driven decision-making are of utmost importance. Our client, a diversified group with operations in the retail and distribution sector, was consistently plagued by delayed financial reporting, monthly closings, and cross-departmental consolidation on Sage X3 ERP. We created and deployed a centralized Power BI dashboard system for P&L and Balance Sheet reporting, which was fully integrated with Sage X3.
Industry
Leading Accounting
Power BI-based reporting framework that extracted
Solutions
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Challenges
Solution
- Automated Profit & Loss (P&L) dashboards with drill-down by entity, department, or GL code
- Balance Sheet visualizations with live snapshots of assets, liabilities, and equity
- Mobile-ready views for board-level reporting and investor updates
- Trend views for revenue, expenses, cash flows, and budget variances
- User-level access controls using Row-Level Security
Result
- Reduced reporting cycle time by over 70% across finance operations
- Improved Sage X3 data usage through visualization rather than extraction
- Enabled the CFO and executives in Abu Dhabi to access real-time financial KPIs
- Established a single source of truth with enhanced accuracy and reliability
- Facilitated compliance and audit readiness with timely documentation
Conclusion
As a certified Sage X3 partner and Power BI solutions provider, HAMT Infotech specializes in ERP-driven reporting transformation. We understand the intricacies of Sage X3 and are uniquely positioned to enhance it through BI-driven automation, tailored specifically for organizations in Abu Dhabi and across the UAE.
Looking to modernize your financial reporting and unlock the full potential of your Sage X3 investment? Connect with us to schedule a demo.