Knowledge sharing made easy for lifelong learners using Power BI Embedded and our 3-way holistic business financial model
The best-kept secret amongst data-driven finance professionals is a 3-way holistic business financial model. What better way to see and interact with such digital assets than right here?
At Model Citizn, we’re committed to empowering businesses and individuals with cutting-edge tools to transform data into actionable insights and Power BI embedded.
One of the exciting features now available on our Knowledge Hub is the ability to embed interactive Power BI reports directly into our platform.
This innovation allows you to explore financial models, dashboards, and analytics in real-time, all from the comfort of our newly enhanced and improved website.
The 3-Way Holistic Business Financial Model
In today’s dynamic business environment, making data-driven decisions requires a model that integrates all core business functions. This report, based on a three-way holistic business financial model, provides a single source of truth by connecting finance, sales, and digital marketing data. It helps you understand the relationships between different parts of the business to drive a unified strategy.
The model is built around a series of dashboards, each providing detailed insights into a specific area of the business:
- Executive Level Dashboards: These provide a high-level overview for key decision-makers and investors. They include summaries of simulations and waterfalls.
- Finance Performance Dashboards: This section is the core of the financial model, containing essential reports such as the Income Statement, Balance Sheet, and Cashflow Statement. It also includes a detailed analysis of expenses, working capital, and budget vs. actuals.
- Sales Dashboards: These reports focus on core sales metrics, including product revenue, pricing & volume, and product margins.
- Digital Marketing Dashboards: This section links marketing efforts to financial outcomes, with reports on user and revenue mix and revenue over time. It also incorporates data science to analyse user behaviour.
By connecting these key areas, the model allows you to see how performance in one area—like sales—directly impacts others, such as cash flow and overall profitability. It also incorporates predictive analytics, allowing you to view actual performance against a forward-looking forecast.
Learn and Interact with Power BI Embedded for Free
The best part?
You can access and interact with these embedded Power BI reports for free on our Knowledge Hub.
Here’s how you can get started:
Explore the Collection: Visit the Knowledge Hub and navigate to the Blogs section to find articles accompanied by embedded Power BI dashboards. These include tools like the 3-way Financial Model with Power BI and the Simple Property Valuation Model, designed to help you practice and learn.
Hands-On Learning: Click through the interactive elements to adjust variables, view different scenarios, and see how data shifts in real-time. This hands-on experience is ideal for both beginners and advanced users, aligning with our tailored Power BI training programs.
Free Resources: Alongside the embeds, we offer downloadable Excel models and guides to complement your learning. From financial forecasting to budgeting tools, these resources are crafted to boost your career prospects and decision-making skills. You can find these in our Shop.
As we look back on the excitement of 2024 and move forward into 2025 and beyond, our goal remains to transfer expert coding knowledge to those with a basic awareness, empowering you to build your own tools. The embedded Power BI reports are a stepping stone to mastering these skills, available at no cost.
Join the Journey
We’re continually updating the Knowledge Hub with new content and interactive features.
Whether you’re inspired by the latest trends in financial modelling or eager to learn from our comprehensive programs, there’s something for everyone.
Start exploring today in the Knowledge Hub and unlock your potential with Model Citizn’s free, interactive learning tools.
Below you will find our embedded 3-way holistic business financial model in Power BI.
Model Citizn is a digitally savvy company that enables better decision-making and value creation using technology and bespoke models, dashboards and business intelligence.
We help simplify complexity by helping you make relevant, informed and purposeful decisions with insight.
Model Citizn is an Australian-based company that has been providing financial modelling and data analytics services and training since 2016.
We support clients in many different countries and industries that are looking to gain more value from the accounting and finance function
Model Citizn uses some of latest cutting-edge technologies to provide comprehensive outsourced CFO services.
We have built cash flow, valuation and business performance models including scenarios.
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