Days

Hours

Minutes

Seconds

AI Enabled CFO Dashboard in Power BI ®

Unlock Advanced Financial Analysis with Power BI Expertise

4.6 ⭐⭐⭐⭐ (831 rating) 2,037 Professionals

Created By : Muhammad Kashif

Last Updated : May 2026 English

2 Bonus Included

Course Overview

Why Join This Online Program?

This online program is a hands-on training designed for Business and Finance Professionals who want to automate financial reporting and perform deeper financial analysis using Power BI and Artificial Intelligence (AI).

The course is based on a practical case study that reflects real challenges faced by finance teams during the preparation of financial reports.

Participants will learn how to transform raw financial data into executive-level dashboards, automate financial reporting processes, and generate meaningful insights for management.

Using Power BI, Power Query, DAX, and AI-assisted analytics, you will discover clear and practical techniques to significantly reduce manual work and enhance financial analysis.

What Participants Will Learn

Learn how to use Artificial Intelligence together with Power BI to accelerate analytics.

Use Power Query and Power BI to automate the preparation of financial statements and business reporting.

Learn two powerful languages of Power BI: “M-Language” and “DAX Language” to stand ahead of the crowd.

Learn the most relevant skills like Data Wrangling, Data Modeling, and Data Analytics required by Business and Finance Professionals.

Explore the power of Data Analysis Expressions (DAX) to unlock Data Analytics in Business and Financial Analysis.

Save time from non-value-adding routine tasks and channel the time saved to perform more value-adding analysis tasks.

Impress your bosses with timely and highly accurate reports.

Course Overview and Free Bonus

36 Hours of Live
Interactive Training

12 live sessions (3 hours each) delivered over 12 weeks
Practical learning through real finance use cases

Recordings of
All Sessions

Access to MP4 downloadable recordings
Review concepts anytime and practice at your own pace

Free Bonus

1-Free Life Time Access of our Udemy Course Worth USD 160

4 hours intense course on “Advance Sales Analytics for Decision Making with Power BI”.
With 45 bit-size videos to understand the concept and built and management ready dashboard for Advanced Sales Analysis.

2-Free CEO Dashboard Templates Worth USD 190

The CEO Executive Summary gives a one-screen snapshot of 16 KPIs, showing 5 on track, 5 on watchlist, and 5 requiring CEO attention.
It focusses on areas like Sales & Customer Growth, Profitability and Operational and working capital performance.

Develop In-Demand Data & AI Skills

Polish in-demand skills through practice with Trainer in a live session
- Data Wrangling (Automation of Repetitive Tasks)
- Data Analytics
- Data Visualization
- Data Storytelling
- AI-Assisted Financial Analytics

Ready-to-Use CFO Dashboard Templates

Amazing Templates for Executive CFO Dashboard
- Cover Page
- CFO Dashboard with Dynamic Functionality
- Income Statement Analysis [YTD, Current Month, Full Year (Actual + Forecast)]
- Profitability Analysis with Dynamic Commentary
- Balance Sheet Analysis [YoY and Monthly Analysis]
- BS Composition, Strength and ROE Analysis
- Cash Flow Statement Analysis [YoY and Monthly Analysis]
- Liquidity Analysis with DSCR, OPEX and Free Cash Flow Analysis
- AI-Enhanced Financial Analysis [Driver analysis using AI support]

Mentoring of Participant at the End of Course

After the course, participants receive 15-minute 1-2-1 coaching to discuss their own reporting requirement in the organization and convert them into Power BI.

Business Dashboard

Un-Sure Abour Registration

Key Learning Areas for Finance Professionals

Problems you face

Staying late in the office every month-end to close the books.
Struggling with large spreadsheets where VLOOKUPs and manual steps take too long.

Learning Outcomes ✓

Use Power Query and Power BI to automate financial statements and routine business reports.
Apply Advanced Editor for advanced data transformation and build repeatable one-click refresh processes.

Problems you face

In-depth business analysis depends on ERP teams or a few “data champions”.
You export data to Excel/PowerPoint for YTD/YoY analysis, which quickly becomes static and outdated.

Learning Outcomes ✓

Use DAX (Data Analysis Expressions) to unlock powerful, self-service analytics.
Build dynamic YTD, MTD, QoQ and YoY views that respond instantly to slicers (business units, products, periods, etc.).

Problems you face

Regular finance and business review meetings feel dry and boring.
Numbers are shared without context, so decision makers lose interest.

Learning Outcomes ✓

Design dashboards using a proven layout for executive communication.
Connect words, visuals and numbers to tell a clear story.
Focus attention on key messages and add storytelling elements that make charts memorable.

Problems you face

Finance teams are unaware of the latest AI features in Power BI.

Learning Outcomes ✓

Use AI (ChatGPT + Claude MCP) with Power BI.
Generate financial insights using AI prompts.
Automate data transformation and DAX creation.
Identify business drivers using AI-assisted analysis.
Understand AI governance and responsible usage in finance.

Data
Wrangling

Automation of
Repetitive Tasks

Data
Analysis

From Static
Reports to
Dynamic Insights

Data
Storytelling

Turning Numbers
into a Compelling
Narrative

AI + BI for
Finance

Use AI in Power BI
to save time with
enhanced analysis

Learning Map Road

Learning Journey to the AI-Enabled CFO Dashboard

A step-by-step roadmap for Business and Finance Professionals

Stage 8 — AI-Enabled CFO Dashboard

Final Destination

Participants build a complete AI Enabled CFO Dashboard in Power BI
Including Income Statement, Balance Sheet, Cash Flow & Financial drivers’ analysis
AI Features including AI-assisted analytics, AI-generated financial insights and AI-supported decision making

Stage 7 — AI-Assisted Financial Analytics

Participants will learn to use AI with Power BI to accelerate analytics

Stage 6 — Executive Insights & Commentary

Variance explanations & Management-level insights

Stage 5 — Balance Sheet & Cash Flow Dashboards

Balance Sheet Analysis with BS Strength and ROE
Cash Flow Analysis with Liquidity Analysis

Stage 4 — Enhanced Income Statement Analysis

Monthly Income Statement & Project-wise analysis
Current Month vs Full-Year performance & YTD financial analysis

Stage 3 — Data Modeling for Finance

Create Date Table for financial analysis
Build relationships between tables
Design finance data models

Stage 2 — Trial Balance & Data Preparation

Prepare Monthly Trial Balance in reporting format
Organize columns (Date, Account, Project, Amount)
Transform raw finance data into analysis-ready format

Stage 1 — Finance Data Foundations

Understand Power BI workflow for finance reporting
Understand how financial data flows from source → analysis → dashboards
Learn Power BI interface, visuals and data loading

2 Free Bonuses on Registration

Enroll in our online course and receive both bonuses at no extra cost.

BONUS 1

Lifetime Access to
Udemy Course

Advance Sales Analytics for Decision
Making with Power BI

Advance Sales Analytics for Decision Making with Power BI

Learn to discover meaningful insights from your data to boost sales.

4.3 ★★★★★ (334)

4 total hours · 44 lectures · All Levels

Enroll now

Add to cart

SALESPERSONS INSIGHT

Sales

Orders

Profit

Margin

Region

Targets

Name

Sales

Profit

David

Maria

John

Sarah

Alex

Nora

Worth USD 159.99

Self-paced learning
Practical sales analytics concepts
Learn anytime, lifetime access

Instructor: Muhammad Kashif Financial & Business Analyst and Corporate Trainer

BONUS 2

CEO Executive Summary Dashboard

Final PBIX + Dataset

◉

CEO Executive Summary
C-Level Snapshot | Jun 2026

Month
Jun 2026

Year
2026

Sales, People & Customer Growth

Revenue738.54Budget 752.42

Rev Growth %15.9%vs LY

New Customer69Plan 71

Customer Churn %3.6%Plan 3.1%

Staff Turnover %4.2%Plan 3.7%

Profit & Cost Control

Gross Profit161 MBudget 176 M

EBITDA94 MBudget 102 M

Net Profit69 MBudget 74 M

OPEX %9.2%Budget 10.5%

HR % of Sales8.1%Plan 8.6%

Supply Chain Performance

Order Fill Rate99.0%

On-Time Delivery79.3%

Inventory Accuracy96.7%

Cash & Receivables & Working Capital

Cash Outflow Ratio1.37

Cash Conversion Cycle69.1

Overdue Receivables %10.2%

Working Capital18.4

Worth USD 190

Executive dashboard structure
KPI grouping and layout ideas
Reference template for Power BI projects

Detailed Outline

Topic 01 Understanding Power BI Basics for Financial Reporting (Monthly Trail Balance):

Objective: Understand how Power BI works and prepare a clean Trial Balance for reporting.

Building Block of Business Reporting in Power BI
- Existing Vs Improved Method
- Normal Data Cleaning Vs Power Query
Dataset Concepts for Excel Users
- 4 Data Transformation Concepts
- 2 Table Collaboration Concepts
Types of Tables in the Data-Base
- Lookup Tables and why they are used
- Data Tables and why they are used
Preparing a monthly Trial Balance:
- Reshaping data where needed (e.g., converting columns into rows for reporting)
- Assigning correct data types (text, numbers, dates)
Understand the Syntax of DAX
Concept of DAX like
- Object, Operators and Their Types,
- Measures, Filters, Variable and Comments
Aggregation Vs Interaction Functions
Basic formula logic used in Power BI (DAX formulas) for finance reporting.

Hands-on Training:

Learn how to write DAX Functions
Explore the features of Power BI visuals

Topic 02 Automation of Business Report - Data Preparation & Understanding Data Modeling (For Finance Users):

Objective: Learn how to prepare data and build a reliable reporting structure.

Why data source setup matters (and common mistakes to avoid)
Preparing and transforming tables for analysis
Turning raw data into report-ready data (text, numbers, dates)
Core data preparation steps (most-used transformations)
Understanding relationships between tables (how tables “talk” to each other)
Types of relationships (simple explanation):
One-to-One, One-to-Many, Many-to-One
Understanding “lookup” logic (how to bring related data into a table)
Best practices for finance reporting models
Learn to connect Power BI with sources which are mostly used by business and Finance Professionals:
- Excel and CSV File
- Folders
- Hands-on Training:
  - Step-by-step transformation of a typical finance dataset
  - Build a basic data model with examples

Topic 03 Preparing Budget/Forecast Data & Basic Financial Calculations:

Objective: Prepare Budget/Forecast data and build the foundation for Income Statement reporting.

Preparing Budget & Forecast data using Power BI data preparation tools
Assigning correct formats to all columns (dates, amounts, categories)
Connecting key tables in Power BI:
- Actual Trial Balance
- Budget table
- Forecast table
Building core Income Statement figures for Actual vs Budget:
- Revenue, Direct Costs, Gross Profit
- Selling & Distribution, General & Admin
- Operating Income, Finance Cost, Other Income/Expense
- Profit Before Tax, Net Profit, EBITDA
Presenting the numbers with executive-friendly visuals:
- Actual vs Budget view
- High-level revenue indicators
- Clear formatting (including positive/negative performance highlights)

Hands-on Training:

Step-by-step development of data preparation and core financial calculations.

Topic 04 Income Statement Analysis (Monthly, Project-wise & YTD):

Objective: Build Income Statement reporting formats used by finance teams and management.

Using the right reporting layout (Table and Matrix visuals) for financial statements
Creating flexible logic in formulas (using “variables” in a business-friendly way)
Using an Income Statement template (Top line to Bottom line mapping)
Handling partial-year actual data correctly (e.g., if actuals exist for 7 months, match budget for 7 months)
Building key comparisons:
- Actual YTD, Budget YTD, Last Year YTD
- Actual vs Budget YTD, Actual vs Last Year YTD
Preparing Income Statement formats:
- Monthly Income Statement
- Project-wise Income Statement
- YTD Income Statement
- Hands-on Training:
Step-by-step development of multiple Income Statement views.

Topic 05 Income Statement (Current Month & Full Year) with Smart Cut-off Logic:

Objective: Automate Current Month and Full Year reporting based on available actual data.

Current Month analysis where numbers update automatically based on the latest available data
- Actual Current Month vs Budget Current Month
- Actual Current Month vs Same Month Last Year
Full Year analysis with realistic forecasting logic:
- Actual for posted months + Forecast for remaining months
- Full Year Actual + Forecast vs Budget
Building “smart logic” inside formulas to automate cut-offs (without manual work)
Advanced KPI Cards for executives:
- Budget variance (value and %)
- Last Year variance (value and %)
- Same Month Last Year variance
- YTD variance
Clear variance presentation for decision-making

Hands-on Training:

Step-by-step development of Income Statement (Current Month + Full Year) with automation.

Topic 06 Balance Sheet Analysis:

Objective: Build Balance Sheet with Current Month and Opening Balance comparison.

Calculating Balance Sheet figures:
- Current assets and non-current assets
- Current liabilities and non-current liabilities
- Owners’ equity
Building key Balance Sheet ratios:
- Current Ratio
- Cash Ratio
- Debt-to-Equity
- Debt to Asets
Using a Balance Sheet template to structure reporting in Power BI
Participants will develop a detailed Balance Sheet analysis table showing:
- Actual
- Budget
- Variance vs Budget
- Opening Balance
- Variance vs Opening Balance
- Hands-on Training:
Step-by-step development of
KPIs cards with vs opening balance
Balance Sheet Analysis Dashboard

Topic 07 Balance Sheet Strength and Composition Analysis:

Objective: Learn how to analyze Balance Sheet strength, liquidity position, working capital quality, debt movement, equity movement, and Return on Equity in a professional CFO dashboard format.

a) Balance Sheet Strength Analysis

Participants will analyze whether main KPIs have increased or decreased compared with opening balance

b) Balance Sheet Composition Analysis

Participants will learn how to create a Balance Sheet composition view comparing with Actual and Budget

The purpose is to show whether the composition of the Balance Sheet is improving or creating pressure on the business.

c) Return on Equity Analysis

Participants will also learn how to create a Return on Equity Analysis using a DuPont-style approach

Hands-on Training

Step-by-step development of:

Balance Sheet Strength
Balance Sheet Composition
Return on Equity Analysis

Topic 08 Cash Flow Statement Analysis:

Objective: Develop Cash Flow Statement by analyzing the movement from Opening Cash Balance to Closing Cash Balance.

a) Detailed Cash Flow Statement

Participants will create a detailed cash flow statement analysis table:

Actual
Opening Balance
Variance vs Opening Balance

The table will cover major cash flow sections such as:

Cash Generated from Operations
Cash Generated from Investing
Cash Generated from Financing

This will help the CFO review detailed cash flow numbers behind the summary dashboard.

b) Cash Flow KPI Cards

Participants will learn how to create KPI cards for the most important cash flow indicators:

Free Cash Flow
Cash Flow from Operating Activities
Cash Flow from Investing Activities
Cash Flow from Financing Activities

Each KPI will be compared with the opening balance to show whether the movement is favourable or unfavourable.

Hands-on Training:

Step-by-step development of Detailed Balance Sheet Analysis table along with KPI cards.

Topic 09 Liquidity Analysis:

Objective:

Provide the CFO with a clear view of the company’s liquidity strength, debt repayment capacity, and short-term financial flexibility.

a) Debt Service Coverage and OPEX Coverage Analysis

Participants will learn how to create and analyze the Debt Service Coverage Ratio and OPEX Coverage Ratio trend.

b) Free Cash Flow and Net Debt Analysis

Participants will learn how to compare Free Cash Flow and Net Debt across quarters

Hands-on Training:

Step-by-step development of Detailed Liquidity Analysis Dashboard.

Topic 10 Using CHATGPT for Executive Dashboard in Power BI:

Objective:

Help participants understand how ChatGPT can be used practically in Power BI dashboard development to improve design and analysis.

a) Prompt Engineering Framework for Power BI

Participants will be introduced to a simple prompting framework:

Role + Context + Task + Data Logic + Output Format + Design Requirement

b) Using ChatGPT to Develop SVG Visuals

Participants will learn how ChatGPT can be used to create professional SVG visuals that can be used inside Power BI. The session will explain how SVG visuals can improve KPI Cards.

c) Dynamic Narrative Using ChatGPT

Participants will learn how dynamic narrative can convert dashboard numbers into business explanations and draft professional CFO commentary for dashboard insights.

Hands-on Training:

Participants will combine:

SVG KPI cards
DAX measures
Conditional formatting
Dynamic commentary

Topic 11 AI-Assisted Financial Analytics using Power BI & Claude MCP:

Objective:

show participants how Claude MCP can be connected with Power BI to assist in building advanced executive dashboard components using prompts.

a) Connecting Power BI with Claude MCP

Participants will learn the process of connecting Power BI with Claude MCP. The purpose is to show how AI can become part of the Power BI development workflow.

b) Waterfall Chart Using Claude Prompts

Participants will learn how to use Claude prompts to build waterfall chart logic. The session will explain how waterfall charts help CFOs understand what changed and what caused the change.

c) Executive Summary Using Claude Prompts

Participants will learn how to use Claude prompts to create executive summary logic. This will help participants create dashboards that tell a story rather than only display numbers.

Hands-on Training:

By connecting Power BI with Claude MCP, participants will learn how to use prompts to create waterfall charts, DAX logic, executive summaries, and CFO narratives

Cohort 70 – AI Enabled CFO Dashboard in Power BI

Morning Live Classes

Saturday Only

Session	Date	Day	Morning /Afternoon/Evening	Timing Pakistan Standard Time
01	18^th July 2026	Saturday	Morning	10:00 AM – 01:00 PM
02	25^th July 2026	Saturday	Morning	10:00 AM – 01:00 PM
03	1^st Aug 2026	Saturday	Morning	10:00 AM – 01:00 PM
04	8^th Aug 2026	Saturday	Morning	10:00 AM – 01:00 PM
05	15^th Aug 2026	Saturday	Morning	10:00 AM – 01:00 PM
06	22^nd Aug 2026	Saturday	Morning	10:00 AM – 01:00 PM
07	29^th Aug 2026	Saturday	Morning	10:00 AM – 01:00 PM
08	5^th Sep 2026	Saturday	Morning	10:00 AM – 01:00 PM
09	12^th Sep 2026	Saturday	Morning	10:00 AM – 01:00 PM
10	19^th Sep 2026	Saturday	Morning	10:00 AM – 01:00 PM
11	26^th Sep 2026	Saturday	Morning	10:00 AM – 01:00 PM
Reserve Day
12	3^rd Oct 2026	Saturday	Morning	10:00 AM – 01:00 PM

Muhammad Kashif — Trainer Profile

Muhammad Kashif

Int’l Power BI Expert/Trainer
Founder Kaizen Analytic LLP

Muhammad Kashif, a Fellow Member of ICMA Pakistan, is a Finance and Business Intelligence Expert with 20 years of experience in corporate finance and capacity building. He specializes in data wrangling, automation, analytics, visualization, and storytelling, enabling professionals to turn data into strategic insights.

As an International Power BI Trainer, he has conducted live online sessions for 2,100+ participants across 87 countries, engaging professionals from South East Asia, the Middle East, and Europe. He also provides executive coaching to CFOs, strengthening their expertise in analytics and data visualization.

He is also an International Udemy Instructor, with his Power BI course “Advanced Sales Analytics for Decision Making” enrolled by 19,700+ students from 151 countries.