The main aim of Financial Dashboard is to provide a comprehensive overview of company’s financial performance across several key metrics. This enables organisation to achieve revenue and profit tracking, profitability analysis, departmental performance, product analysis, record count and strategic decision-making.
Solution We have developed a cutting-edge data visualization dashboard specifically for the financial sector, designed to present complex operational data in a clear and intuitive manner. This solution includes a comprehensive set of charts and visualizations tailored to Sales data, enabling professionals to easily analyse and interpret critical information.
Organizations may increase decision-making, data accessibility, workflow efficiency, and process streamlining by integrating. We used the following integration capabilities to generate this report:
In order to effectively display the data, we did more than just add charts; instead, we gave each one a unique design that served its intended function.
Created a slicer where we included multiple values, ticking directly and cross highlighting on visual. The types of slicers used are Date and Department slicer. According to our requirement we can choose the slicer selection
Each bar in the chart represents the cash flow margin for specific quarter. The upward trend shows a progressive increase in cash flow margin across quarters.
The Chart shows the positive and negative values representing net and gross profit margins for each year.
Adding different kinds of charts, like line and column Chart, bar chart, stacked Column chart, pie, Slicers, matrix chart, Bubble map and cards, makes the dashboard look better and makes the user experience more interesting and immersive.
Applied Conditional formatting to the chart to show the positive values in green colour and negative values in red colour.
User can switch from source to destination page through Page Navigation.The highlighted option in the menu likely takes the user to a section where they can view financial data and performance metrics.
Caching for faster load times. If the dashboard is using large datasets, implement caching strategies to store frequently accessed data temporarily, improving load times.
Optimized query performance. Review query performance to avoid slowdowns, especially if working with large datasets or complex calculations. SQL optimizations or data aggregation can improve performance, ensuring a smooth experience for end users.
Export preferred charts/KPIs. With the export feature, users can easily clean up their data and save it. There are several methods to export a BI report. Here's a list of common export methods: PDF, Power Point, Excel, CSV, Web, Service API
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