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Power BI Reporting for Certinia: Drive Financial and Project Clarity Across Your Organisation
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Certinia to Power BI

Power BI Reporting for Certinia: Drive Financial and Project Clarity Across Your Organisation

Can Also be connected to 

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LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

Power BI elevates Certinia (formerly FinancialForce) data by transforming finance, project, and resource management metrics into rich, interactive dashboards. Organisations gain real-time visibility into revenue, forecasting, utilisation, and performance—empowering smarter decisions across teams. With automated reporting and seamless integrations, Power BI turns Certinia data into a strategic asset.

KEY FEATURES

  • Financial & Operational Performance Tracking – Monitor revenue, expenses, billing, and project margins to support financial health and growth

  • Resource & Project Insights – Analyse utilisation, capacity, and project timelines to optimise resource planning and delivery

  • Connected Business Intelligence – Integrate Certinia data with Salesforce, ERP, or marketing platforms for a unified, cross-functional view

  • Automated Reports & KPI Alerts – Schedule recurring financial and project reports with real-time alerts for budget variances or missed milestones

OTHER DATA SOURCES

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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