OnTarget · Report concept
Are we delivering against plan?
Compare monthly revenue with the agreed plan. Use the variance to focus the commercial and operational review.
Open full-size imagePower BI · Decision intelligence
See what matters. Decide what comes next.
Bring financial, commercial and operational data into a shared view of performance. OnTarget designs Power BI reporting around the decisions your leadership team needs to make.
The executive view
The whole picture. The right level of detail.
Start with a concise leadership view, then investigate the business unit, account or period behind a variance. These concepts show how a reporting brief can become a focused decision tool.
- Where are we ahead—or falling behind?
- What is putting pressure on margin and cash?
- Which issues need an owner and action now?
OnTarget · Report concept
Executive performance overview
All business units · CAD · Fictional dataFinancial review / 2026
Revenue
9.84 M$
+2.5% vs plan
June gross margin
31.4%
Target 33.0%
Cash available
1.26 M$
At June 30
Receivable days
47
Target: 45 days
Revenue trajectory against plan
CAD millions · Monthly actual and budget
● Actual┄ Budget
Margin performance
June · Actual / target
Construction26.8 / 30%
Manufacturing32.4 / 34%
Services38.1 / 38%
│ Target marker
Monthly performance detail
| Month | Actual (M$) | Budget (M$) | Variance |
|---|---|---|---|
| Jan | 1.45 | 1.50 | -3.3% |
| Feb | 1.51 | 1.52 | -0.7% |
| Mar | 1.58 | 1.55 | +1.9% |
| Apr | 1.65 | 1.60 | +3.1% |
| May | 1.78 | 1.68 | +6.0% |
| Jun | 1.87 | 1.75 | +6.9% |
Interactive report concepts and sample charts, not live Power BI reports or client results. Change the executive reporting period to explore the figures. Data is fictional, in Canadian dollars, for the first half of 2026.
From a signal to a decision
Every chart should answer a business question.
Where is margin under pressure?
Compare business units with their own targets, then investigate pricing, mix and cost drivers before deciding on corrective action.
Open full-size image
What is holding up cash?
Separate current and overdue receivables so finance can assign collection priorities and review payment commitments.
Open full-size imageView the sample figures
| Metric | Sample value | Comparison / definition |
|---|---|---|
| H1 revenue | CAD 9.84M | CAD 9.60M plan; +2.5% |
| June gross margin | 31.4% | 33.0% target |
| Cash balance | CAD 1.26M | At 30 June 2026 |
| Receivable days | 47 | 45-day target |
| Open receivables | CAD 2.40M | Current 1.25M + overdue 1.15M |
| Overdue receivables | CAD 1.15M | 47.9% of open receivables |
| Inventory value | CAD 3.18M | At 30 June 2026 |
Beyond the dashboard
Confidence comes from the work behind the numbers.
01
Define the decisions
Agree who uses the report, which decisions it supports and what deserves escalation. Start with a focused reporting brief.
02
Align the measures
Define each KPI, its owner, calculation, target and reporting period. Reconcile financial measures with the agreed source records.
03
Connect and validate
Review source systems, data quality and refresh needs. Build the model and test totals, filters and access with the people responsible.
04
Build lasting ownership
Prepare the audience, document definitions and assign responsibility for refresh monitoring, access reviews and future changes.
Connect the practices. Keep the measures consistent.
Reporting can bring together Business Central, Dynamics 365 CRM and other agreed sources. The design starts with the records you trust and the questions you need to answer.
Plan the reporting before committing to a rollout.
Scope depends on your source systems, data condition, KPI definitions, audience and access requirements. Licensing, sharing, connectivity and refresh frequency are confirmed during design; they are not assumed to be included with an existing Microsoft subscription.
Put the reporting plan into practice.
How we work
See how we define scope, validate the solution and prepare your team.
Meet the OnTarget team
Meet the practice leaders behind your financial and operational systems.
Bring your next management report to the conversation.
Show us the spreadsheet, board pack or dashboard you use today. Together, we can identify the decisions it should support and the first reporting view worth building.