Analyze Financial Performance and Build a Complete FP&A Model in Microsoft Power BI
This ready-to-use Power BI FP&A template lets you evaluate actual financial results and build a fully integrated 3-statement forecast directly inside Microsoft Power BI.
You get a complete .pbix file with:
- Daily Profit & Loss data
- Monthly Cash Flow and Balance Sheet statements
- A full Payroll roster with department, salary, bonus, and employer-cost details
- Dynamic calendar with actual & forecast flags
- Clean DAX measures for actuals and forecasting
- Driver-based parameters for forecasting revenue, opex, headcount, payroll, capex, depreciation, and debt with amortisation
Designed for FP&A teams, finance managers, CFOs, analysts, and consultants who want a professional, transparent, and fully editable Power BI financial model.
You Will Be Able To
📊 Analyze Actual Financial Performance
Track revenue, cost of sales, operating expenses, payroll, and P&L profitability. Review cash flow movements and month-end balance sheet positions using clean, auditable DAX.
📈 Build a Complete Financial Forecast in Microsoft Power BI
Use built-in what-if parameters to forecast revenue growth, cost inflation, salary increases, payroll headcount, capex, depreciation schedules, and working-capital changes.
🏦 Model Debt and Create a Full Debt Forecast
Project loan drawdowns, interest expense, principal repayments, amortisation schedules, and closing balances
👥 Forecast Payroll & Headcount
Model hiring plans, salary growth, and employer costs using employee-level data that rolls into your P&L and cash flow.
📅 Visualize Monthly & Annual Performance
Review trends across actuals and forecast, compare YoY performance, and understand the drivers behind revenue, cost, margin, cash flow, and liquidity.
🧰 Fully Editable and Reusable
Includes PBIX + CSV files — customize the DAX, connect your own data, or repurpose the model for client work.
New to Microsoft Power BI Desktop?
Download it free from Microsoft, open the included .pbix, and plug in your own financial data.
Built for Real-World Financial Planning & Analysis
This template includes a complete 3-statement FP&A model:
- Daily P&L actuals
- Monthly Cash Flow (indirect method)
- Monthly Balance Sheet
- Payroll roster with department & cost structure
- DAX dimensions for P&L, Cash Flow, and Balance Sheet
- Revenue, COGS, opex, payroll, capex & depreciation forecasting
- Debt forecasting with interest and principal amortisation
- Working-capital forecasting (AR, AP, deferred revenue, etc.)
- Dashboards for Actuals, P&L Forecast, Cash Flow Forecast, Debt Schedule, and Balance Sheet
A complete, professional FP&A solution — fully editable inside Microsoft Power BI.
Template Preview
🔍 Explore the P&L, Cash Flow, Balance Sheet, Payroll, Debt, and Forecast dashboards.
See the Template in Action
▶️ Step-by-Step Tutorial
Walk through the full build and understand how the model works inside Microsoft Power BI.
Read the full tutorial
Why Choose This Template?
- Ready-to-use Power BI file with a clean financial data model
- Includes complete 3-statement actuals + forecast logic
- Debt forecasting included — interest, principal, amortisation, balances
- Dynamic parameters for revenue, cost, payroll, capex & working capital
- Transparent DAX — easy to learn and modify
- Professional dashboards suitable for management reporting
- 30-day money-back guarantee
Risk-Free Purchase
Your purchase is protected by a 30-day money-back guarantee — if it’s not a good fit, you get a full refund.
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