Financial Dashboarding

Oakhill Insights: your financial dashboard & monthly report

Turn your financial data into actionable insights

The Oakhill Insights dashboard | Real-time control

Your finances at a glance. The Oakhill Insights Dashboard connects directly to your accounting system (Exact, AFAS, and more) to provide

Revenue & profitability trends

Instantly see how your business is performing.

Cash flow monitoring

Stay ahead of liquidity challenges with real-time insights.

Budget vs. actual tracking

Spot financial gaps before they impact growth.

Cost & efficiency analysis

Understand where to optimize spending.

Customer & sales insights

Identify your top customers and key revenue drivers.

The monthly financial report – expert insights, clear action

Alongside your real-time dashboard, you’ll receive a structured monthly report with expert CFO analysis. Our reports are designed for business owners, not accountants—delivering clarity, strategy, and next steps.

Financial Overview

Your revenue, profits, and margins in a clear format.

Cash Flow Summary

Know where your money is going and how to optimize it.

KPI Analysis & Benchmarks

Custom metrics tailored to your business.

Risk & Opportunity Insights

Identify potential challenges before they arise.

Actionable CFO Recommendations

Strategic advice to drive better decisions.

Plan een gratis strategie gesprek

Why choose Oakhill insights?

We combine cutting-edge technology with expert financial guidance to deliver actionable insights that drive your business forward.

One source of truth

Expert guidance included

Plug & play setup

Scalable for every business

Frequently ask questions

What is a Power BI dashboard?

A Power BI dashboard is a visual, interactive report that combines your financial data into one clear overview. It helps you monitor key metrics—like revenue, profit margins, cash flow, and customer trends—in real time.
At Oakhill, we use Power BI to transform your raw bookkeeping data into actionable insights, so you can steer your business with confidence.

Power BI has a free version that works for basic dashboards. However, to share dashboards across your team or access advanced features like automated updates and integrations, you’ll need a Power BI Pro license.
Oakhill clients don’t need to worry about licensing—we take care of setup, hosting, and maintenance in our fixed monthly fee.

A Power BI report is a multi-page document with detailed charts and tables that let you explore your data in depth.
A dashboard is a one-page summary that shows only the most important metrics at a glance.
At Oakhill, we combine both: you get monthly Power BI reports for in-depth analysis, and dashboards for quick decision-making.

Both tools are powerful, but Power BI is generally:

  • More cost-effective, especially for SMEs

  • Easier to integrate with tools like Excel and your accounting software

  • Designed with Microsoft users in mind
    While Tableau is popular in data science and enterprise environments, Power BI is the ideal choice for business finance reporting—which is why we’ve standardized on it at Oakhill.

With our Power BI dashboard, you get real-time insights into the financial health of your business. Key metrics include:

  • Revenue and cost trends (month-over-month, year-to-date)

  • Profit & Loss breakdowns

  • Cash flow forecasts and liquidity status

  • Customer and product profitability

  • Budget vs. actual performance
    These insights help you make faster, data-driven decisions—without waiting for your accountant to send a spreadsheet.

Most dashboards just show the numbers—we go a step further. Oakhill’s dashboards are:

  • Fully customized to your business and sector

  • Linked directly to your bookkeeping software (Exact, AFAS, etc.)

  • Delivered with monthly expert interpretation and clear recommendations
    It’s not just a dashboard—it’s a plug-and-play finance control system designed to grow with your company.

Ready to gain financial clarity?​

Get started with Oakhill Insights today and take control of your business’s financial future.

Our Services

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Need Help ?

Please feel free to contact us. We will get back to you within 24 hours. Or just call us now


020 822 54 88

contact@oakhillfs.com

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