Deep Dive Analysis
The VFD Business Intelligence (BI) Dashboard gives you the power to go beyond standard reports and growth models.
When clients need answers not available in their usual reporting, the BI Dashboard lets you slice and dice data — revenue, cost of sales, overheads, and profitability — right down to the individual invoice line. This makes it one of the most powerful tools in your VFD toolkit.
👉 Available on the Enhanced Reporting, Virtual Finance Director, and Exit Success Plans.
See plan options ›
Benefits for You and Your Clients
- Deeper insight – drill into sales, costs, and margins at any level of detail.
- Tailored analysis – select the KPIs, categories, or suppliers that matter most.
- Live client conversations – explore “what’s really happening” together in meetings.
- Advisory edge – position yourself as the advisor with answers, not just reports.
How to Access the BI Dashboard
- Log into your VFD Pro Portal.
- From the home page, click “Go to Dashboard”.
- Enter the BI Dashboard credentials sent to you by email (note: different from your Portal login).
- Use the tabs to navigate:
Overview – consolidated view of all clients.
Summary – last 24 months of P&L, sales, margin, overheads, and profit.
Sales – track sales by channel or customer, down to transaction level.
COS & Margin – analyse cost drivers and their impact on margins.
Overheads – identify opportunities to save costs.
Profit – see how all elements combine to drive business results.
To-do checklist (optional):
- Log into the BI Dashboard for one client.
- Review the Sales tab to see where growth is coming from.
- Check the Overheads tab and note one potential cost-saving area.
👉 Tip: Use the BI Dashboard live in client meetings — it makes financial data visual, interactive, and compelling.