D365 F&O Dashboards for Finance and Accounting Decisions
Get real-time visibility into GL, AR, AP, and cash flow. Access pre-built dashboards and validated KPIs designed for finance teams running Dynamics 365 F&O.
Finance performance clearly tracked
Accounting metrics standardized across entities
KPI visibility across operations and finance
Near real-time financial reporting enabled
What You Get Beyond Standard D365 F&O Reports
Standard ERP reports lag and limit visibility. Metrixs delivers structured reporting, executive dashboards, and near real-time KPIs without impacting ERP performance.
Pre-Built Data Warehouse
Skip the 18-month build cycle. Transformation layer handles D365's complex tables, multi-entity configs, and currency conversions.
GL and Subledger Aligned
AR, AP, and inventory subledgers reconcile to the general ledger automatically. No manual tie-outs between systems.
Zero ERP Slowdown
Analytics run on a dedicated Azure environment. D365 stays fast during month-end close and peak transaction periods.
Built for Finance Teams
Dashboards designed by controllers and FP&A practitioners. Metrics match how finance actually reviews performance.
The Reporting Gap That Slows Down Month-End Close
CFOs need consolidated financials across entities. Controllers want trial balance drill-downs by cost center. FP&A requires variance analysis against budget. Each request means pulling data from multiple D365 modules, reconciling intercompany transactions, and building Excel reports that take days to validate.
Standard D365 reporting covers transactional records but lacks the analytical depth finance leaders need. Building custom solutions internally means navigating thousands of backend tables and maintaining pipelines unrelated to your core business. The people who should be analyzing performance spend their time assembling reports instead.
Our Approach to Finance and Accounting Analytics in D365 F&O
Metrixs extracts data from your D365 F&O environment and loads it into a dedicated Azure-based warehouse. The transformation layer handles multi-entity consolidations, intercompany eliminations, and currency translations automatically.
Connect Financial Data to a Purpose-Built Warehouse
Metrixs extracts GL, subledger, and intercompany data from D365 F&O into a dedicated Azure warehouse. The transformation layer handles multi-entity consolidations, currency translations, and eliminations automatically.
Access Pre-Built Reports for Every Finance Function
The platform includes dashboards for trial balance, AR aging, AP due dates, cash positions, and budget variances. Each report is organized by role so controllers and CFOs find relevant metrics without custom development.
Get Near Real-Time Visibility or Nightly Refresh
Choose 15-minute latency for daily cash monitoring or nightly refresh for month-end reporting. Both options deliver validated data through Power BI with drill-through to D365 source transactions.
How Finance Teams Reduced Close Time With Unified Reporting
Hello, I’m Somitra Jain, and I worked as an Architect on ERP Data Analytics project for a mutual client. Veratas played a crucial role in helping us streamline our data analytics processes, ensuring accuracy, efficiency, and meaningful insights. As a specialized data analytics firm, Veratas brings deep expertise in Microsoft Dynamics 365 ERP, data warehousing, and advanced reporting solutions. Their team helped us seamlessly integrate complex datasets, automate reporting, and improve decision-making across multiple functions.
Their professionalism, responsiveness, and deep understanding of D365 analytics made collaboration seamless. Thanks to Veratas, we enhanced our reporting capabilities and drove better business outcomes. I highly recommend them for any organization looking to optimize data analytics and ERP reporting.
Frequently Asked Questions
Metrixs separates analytics workloads from transactional systems, ensuring reporting never slows down core operations. Data moves into a dedicated warehouse so finance teams get reliable insights without affecting posting, processing, or operational workflows. This architecture enables scalable analytics while keeping D365 F&O performance intact.
Metrixs consolidates financial data from multiple entities into unified dashboards that show profitability by product line, customer segment, and geography. Executives see margin analysis, revenue trends, and cost allocation in one view without waiting for manual consolidations. Drill-down capability lets leadership trace numbers back to source transactions.
The platform validates subledger-to-GL relationships during data transformation. AP, AR, inventory, and fixed asset balances tie to corresponding GL accounts automatically. Finance teams see reconciled numbers in dashboards without manual tie-outs, reducing close time and improving confidence in reported figures.
By centralizing data in a controlled warehouse, Metrixs creates a single source of truth for financial reporting. Standardized transformation logic ensures consistency across reports, dashboards, and periods. Audit trails track data lineage from source to report, making it easier to support SOX compliance and external audits.
Yes. The platform is designed for large D365 F&O environments with high transaction volumes. It standardizes financial models, chart-of-account mappings, and KPIs so reports remain consistent across entities, periods, and regions. Performance stays reliable even as data volumes grow.
Metrixs delivers role-based dashboards through Power BI for finance leaders, controllers, and operations teams. Interactive visuals replace static exports and connect to trusted data models. Each dashboard aligns to centralized KPI definitions, ensuring consistent metrics across the organization.
Yes. The platform supports 15-minute refresh cycles through optimized data pipelines. Finance teams can track cash positions, cost movements, and daily performance with minimal latency. This improves responsiveness without compromising data accuracy or audit readiness.
Absolutely. The platform handles multi-entity, multi-currency environments where native D365 reporting struggles. It consolidates data across legal entities into unified dashboards with intercompany eliminations and currency translations built in. Leadership can compare performance and monitor KPIs across the entire organization.
Ready to See Your D365 F&O Finance Data Clearly?
Schedule a demo to see how Metrixs delivers the visibility your finance team needs. Our team will walk through the platform using scenarios relevant to your operations.
