Power BI Template App for Stripe
So, what is a Power BI Template App?
A Power BI Template App is a published Power BI solution that can be used by any company that has the data platform for which the Template App was created.
Can you imagine picking your entire Power BI Solution off the shelf - one crafted for your specific business needs and your specific data structure. Power BI Template Apps are designed to be such an out-of-the-box solution and this blog post is an example of such for a Power BI Solution for Stripe.
Inside of this FREE Power BI Template App you will find all of the necessary elements for deploying a simple Cash Runway on your Stripe data. This template is meant to be an entry level solution for Stripe and Power BI, showcasing the basics and what is possible with using Power BI to manage your Cash Runway. And if you need more Cash Management horsepower then this Power BI Template App could be adjusted for more advanced reporting.
Exploring and Connecting
STEP #1: This link will take you to this screen that will confirm you’d like to Install the Power BI Template App for Stripe.
STEP #2: Create and name the workspace in the Power BI Service that will host your Power BI Template App for Stripe.
STEP #3: Hit the ‘Explore App’ button. This will use sample data in your dashboard as a step before connecting to your own Stripe data.
STEP #4: Head back to your workspaces and find and select the ‘Stripe’ workspace that was created above.
STEP #5: Under the ‘Datasets’ tab, hit the ‘Schedule Refresh’ button.
STEP #6: Now change the Parameter from the Test Account to your Stripe API key which can be found here>>
STEP #7: Edit the credentials and verify the settings.
Choose Anonymous
Set the privacy level to None
Check the box on skip connection
How To Read This Template App
The purpose of the Power BI Dashboard that accompanies this Template App is to aid your business decisions around your cash inflows from Stripe. It does this through displaying all cash inflows for the past 30 days and cash that is en route to you bank account from Stripe.
At a snapshot you can determine:
CASH RECEIVED (PAST 30 DAYS): This shows the Cash amounts received on each day over the past 30 days
FEES PAID FOR THE PERIOD: Total fees that you’ve paid to Stripe fro the transactions for the past 30 days plus transactions for the cash that is en route to your bank.
YOUR MRR (PAST 12 MONTHS): Calculates your MRR by averaging the past 12 months or Monthly Recurring Revenue
IMMINENT CASH: This shows the Cash en route to your bank from Stripe and the date which you can expect each deposit
Wrap Up
We’ve showed you a useful example above but just for a minute, imagine the possibilities for your business…..
Imagine having access to you Cash Runway from Stripe on a Cross-Platform / Cross-Business packaged Power BI solution that can be shelved and automatically deployed by any team member, anytime all while maintaining BI best practices encapsulated in your organisational Power BI Template Apps.
Click Here to get the Stripe Template App for Power BI
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