From Fragmented Finance to Full Visibility: A Power BI Dashboard That Changed How Leaders See Billing

Project Overview

Cubet partnered with a multi-regional enterprise to design and implement an executive-level Power BI dashboard that could consolidate and visualise billing data across geographies and business units. Finance teams were operating in silos, manually compiling reports across ERP, CRM, and payment platforms. Decision-makers lacked a real-time, unified view of billing cycles, cash flow, and payment delays.The solution delivered a near real-time analytics platform using Power BI that brought billing intelligence into the boardroom—interactive, secure, and decision-ready.


Industry

Enterprise Software / Financial Analytics / Business Intelligence

The Client

A diversified, multi-region enterprise with complex billing operations spread across business units, customer types, and geographies. The finance and leadership teams needed better visibility into billing performance, risks, and trends.

Challenges Addressed

The enterprise faced growing difficulty in maintaining financial clarity due to fragmented systems and delayed reporting. Key challenges included:

• Disconnected data sources (ERP, CRM, payment gateways)
• Delays in billing insight reaching executives
• Siloed teams relying on static reports with limited drill-down
• Inability to track cash flow in near real-time
• No visibility into anomalies like overdue invoices or irregular payment patterns
• Difficulty preparing for board meetings and operational reviews with outdated snapshots

The lack of a consolidated view made strategic planning and cash flow optimisation difficult.

Collaboration in Action

Cubet delivered an enterprise-grade billing analytics platform centred around Power BI as the front-end intelligence layer. The dashboard draws live data from SAP, Salesforce, and Stripe, integrated through ETL pipelines and transformed for analytical use. From executive billing summaries to detailed drill-downs by region and customer, the system replaced static, manual reports with live dashboards available 24/7.

Key solution elements included:

• Building data connectors and ingestion pipelines using Azure Data Factory and Python
• Centralising data in a Redshift data warehouse, modelled using DBT
• Integrating anomaly scores generated in Python to highlight payment delays
• Crafting paginated and interactive Power BI views tailored for leadership and finance teams
• Enabling real-time alerts and KPIs for proactive decision-making

Technologies Deployed

• Visualization & BI Layer:
  • Power BI Pro + Power BI Service
  • Paginated reports for downloadable summaries
  • Custom bookmarks and cross-filtering drill-throughs
• Data Integration & Transformation:
  • Azure Data Factory and Python-based ETL scripts
  • Amazon Redshift as centralised data warehouse
  • DBT for data modelling and semantic layer creation
  • Scheduled 30-minute data refresh cycles
• Anomaly Detection & Alerts:
  • Python with scikit-learn models deployed on AWS Lambda
  • Pre-processed risk scores added to Power BI datasets
  • Power Automate integration for severe payment delay alerts
• Security & Governance:
  • Power BI row-level security based on business unit and user role
  • Azure Active Directory for authentication
  • Full audit trail of dashboard usage and data access

Innovative Feature

The most impactful innovation was the integration of anomaly detection directly into Power BI dashboards. Using Python-based models, invoices at risk or exhibiting irregularities were flagged and embedded into daily dashboards. Executives could now instantly see which accounts were problematic—without waiting on finance teams.

Additionally, the deep interactivity with drill-downs and KPI thresholds transformed the dashboard from a reporting tool into an operational command centre.

Value Delivered

• 5x increase in executive visibility into billing and cash flow
• 22% reduction in billing cycle delays within the first quarter of implementation
• Improved collections, with at-risk invoices flagged earlier
• Single source of truth for billing data—replacing five disparate reporting systems
• Real-time financial reviews, eliminating the need to wait for static reports
• Visual storytelling that enhanced board-level presentations and operational reviews

User Feedback

CFOs and regional finance heads adopted the dashboard into weekly operational rhythm. Leadership teams highlighted the ease of identifying issues and making quick, data-backed decisions. For finance staff, the dashboard reduced reporting overhead and brought clarity to previously siloed data.

Conclusion

This Power BI implementation redefined how the enterprise’s leadership team understood and managed billing. With automated data integration, anomaly flagging, and live dashboards, the company now operates with sharper visibility, faster decisions, and measurable control over its billing ecosystem.

Impact Made

This initiative moved the organisation from passive reporting to real-time insight. Leaders no longer have to wait for static spreadsheets—they can see billing and collections across all units in one interactive view. Strategic planning is now proactive, anomaly management is instant, and billing governance is aligned across every level of the enterprise.