SumiCo DataSumiCo DataBuilt with purpose
POWER BI REPORTS / WHITE-LABEL FOR CFO FIRMS

Power BI reports.
Under your brand.

We build complete Power BI reports that CFO firms deliver to their clients as their own. Each example below is built in Power BI Desktop for a fictional company with invented data.

Book a 20 minute call See the reports
Overview page: units sold, expected installment cash in, past-due buyers, projected margin and a needs-attention list
Northgate Builders · Construction and real estate
POWER BI EXAMPLES

Pick a report to explore.

Each one shows the report pages, what it helps decide and what it would need from your client’s systems.

  • Overview page: units sold, expected installment cash in, past-due buyers, projected margin and a needs-attention list
    Construction and real estate

    Northgate Builders

    Which projects, buyers and cost codes put this month's cash and the projected margin at risk?

    View the report
  • Overview page: net sales, prime cost, labor, food and beverage cost and restaurant-level EBITDA, P&L by location and a needs-attention list
    Restaurants and hospitality

    Tallow & Thistle Hospitality

    Which locations, dishes and costs are eating this year's margin?

    View the report
  • Overview: revenue, gross margin, utilization and effective bill rate, revenue against budget, needs-attention list and margin leakage tree
    Agencies and professional services

    Halden & Pike Creative

    Which clients, projects and people make the agency money, and where does the margin leak?

    View the report
  • Overview: ARR, net and gross revenue retention, logo churn, CAC payback, LTV to CAC and burn multiple against target, with an MRR bridge, cohort heat map and needs-attention list
    B2B SaaS

    Quillwave

    Is growth efficient, which revenue stays, and how long will the cash last?

    View the report
BUILT AROUND YOUR CLIENTS

Want reports like these for your clients?

Twenty minutes to see whether it fits your firm and your clients’ data.

Book a 20 minute call