Power BI for DATEV
Many tax firms struggle to see where profits are gained or lost. We shine a light on the numbers — with automated Power BI dashboards based on your DATEV data.
Key Metrics
Find below some of our most popular metrics.
The metrics shown are selected examples. Need something specific? You can customize the dashboards yourself – or let our DATEV and BI experts assist you.
1. Revenue and Contribution Margin
Quickly understand how your firm performs — globally and per employee, with monthly breakdowns. Perfect for getting a high-level view of your financial performance.
2. Detailed Revenue and CM per client and per employee
Understand where value is created in your firm by connecting client outcomes with team efforts.
3. Revenue or work hours for each task type per employee
See which task types generate the most revenue — or take up the most time — for each employee or your entire firm. Ideal for identifying where time and value are created.
4. Open Work Snapshots
Instantly view all open work as it stood at any point in the past. Understand order turnaround times and billing delays with historical snapshots of unbilled time.
5. Employee monthly capacity planning
Track employee workload and capacity at a glance. Plan more effectively and ensure balanced team utilization across the month.
6. Complete time tracking
Explore time data from every angle — with flexible filters for deep, customizable insights across projects, employees, and dates.
7. Billable and non-billable work breakdown per employee
See how each employee spends their time between revenue-generating and non-revenue tasks — and identify where efficiency can be improved.
How does it work?
Set up Klardaten once with your DATEV system — and your reports start automatically, no manual work required.
Your data is pulled directly from your DATEV installation — specifically EO Comfort — and updated automatically in Power BI on your chosen schedule.
Not using EO Comfort? Reach out to us — we’re working on reports for other DATEV systems too.
