• Roghnu’s Power BI Templates

    Power BI for Sage Intacct

  • Roghnu delivers ready-to-use Power BI templates by consolidating data from platforms like Sage Intacct, Salesforce, and others into a secure, cloud-based data warehouse designed for automated, actionable, and timely reporting. By automatically syncing and organizing data, Roghnu provides prebuilt, structured tables specifically designed for Power BI, enabling customers to access, analyze, and visualize their financial, operational, and sales data with ease.

    Key Benefits:
    Monthly Releases
    Roghnu’s current cadence is performing updates to our Power BI templates on a monthly basis. These updates include improvements to existing reports, dashboards, and SQL views, as well as the development of new ones. We also take into consideration client feedback during our monthly updates.

    Report Packs
    Our templates are grouped in a logical manner based on roles/persona. We currently offer four report packs:

    • Executive: This suite of executive financial reports provides a comprehensive and interactive view of your organization's financial metrics to support informed decision-making at the leadership level. This includes: CFO Dashboard, Profit and Loss, Actual vs. Budget, etc. Together, they enable executives to monitor key performance indicators (KPIs), assess budget adherence, understand profit trends, and ensure accurate financial reporting and compliance.
    • Operations: These reports and dashboards are ideal for management and data analysts to understand business financial operations, and to drill into details for deeper analysis. This includes: Purchasing Dashboard, Purchasing Trends, Sales Dashboard, Sales Trends, AP Dashboard, AR Dashboard, etc.
    • Projects: This suite of project reports is ideal for project managers and other stakeholders who need a clear view into their project portfolio, progress at both the task and project levels, project costs, resource allocation, and the like. This includes: Project Summary, Project Tasks, Resource Allocation, etc.
    • Data Anomalies: Data anomaly metrics look for deviations from typical patterns or established best practices within business transaction and financial audit processes. These metrics detect errors or suspicious activity that may not break technical validation rules but could violate business policies or raise audit concerns. This newest report pack contains Benford’s Law Stats and Previous Period Entries, with more in the works.These metrics detect errors or suspicious activity that may not break technical validation rules but could violate business policies or raise audit concerns. This newest report pack contains Benford’s Law Stats and Previous Period Entries, with more in the works.
    • New Reporting Packs:  New reporting packs and refinements are issued monthly.  

    Key Features
    Our reports/dashboards have a number of advanced features that allow dynamic and in-depth analysis:
    • Mobile versions: use the Power BI app to view reports/dashboards on your phone…on the go.
    • Drill through from one page on a specific category or measure to view underlying details.
    • Toggle between different visuals to view data differently.
    • Compare current year metrics to the previous year.
    • And more…
    The Power BI Service also has many features that enable organizational use and advanced data analysis:
    • Export visuals to a PowerPoint file for presentations, thereby avoid having to copy/paste; refresh visuals in PPT before each presentation.
    • Analyze in Excel allows you to export the data model to a pivot table in Excel for further analysis.
    • Explore your data from within the Power BI Service by testing different visuals, then save your visual as a stand-alone visual or as a new report.
    • Pin key visuals from multiple pages, and even multiple published pbix files, to a dashboard for ease of monitoring.
    • And more…

    Subscription
    Access to Roghnu’s Power BI templates is on a monthly subscription basis, granting access to all of our report packs. Our set-up process has been streamlined, allowing you to start downloading the templates and seeing your data populated in the reports/dashboards in a matter of hours. Our managed services means reduced manual effort and reliable ongoing support for your business intelligence needs.
    We currently offer a 30-day trial period, so you can experience the value of our Power BI templates before making a commitment. After that, the subscription is $500/month, giving you access to all of our report packs.
     

    Requirements:

    Integrating with this application requires you to use your customer company SenderID and buy a web services developer license from Sage. Your API usage will count towards your API performance tier.

    Price:
    Monthly subscription basis, for all report packs

    Integration Approved Countries:
    United States

    About:
    The Roghnu Data Portal provides consolidated cloud, on-premise, and general CSV file data to help company's gain better access to their data without the need for internal technical resources.  The Roghnu Data Portal provides a data warehouse for Sage Intacct, Salesforce, HubSpot, and other source data making it easily accessible through Excel, Power BI, Tableau, Spreadsheet Server or any application that requires a database connection.  We  provide integration services, custom applications, and reporting services.   We work with our customers to help ensure their ability to make good decisions based on reliable enterprise data that is up to date and can be quickly provided for decision support along with business continuity readiness Roghnu's objective is to help the SMB with solutions only previously available to large Fortune 2000 companies with large budgets. 


    Phone: (813) 616-5090
    Website: https://www.roghnu.com/
    Year Founded: 2014
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