topic Re: Financial Performance Overview in Data Stories Gallery

Financial Performance Overview

Metricalist — Mon, 20 Sep 2021 11:49:34 GMT

Challenge:

Streamline financial reporting for a firm that provides accounting services to clients, whom requires essential financial reports delivered in a timely manner

The current process which involves extracting, loading of data and creation of reports, all consist, mostly of manual task which ultimately takes chunk of work time. This is specially the case during month’s end where the firm is required to hand over the multiple reports for their clients.

Solution:

The solution was designed to equip organization, quick access to accurate financial information. Developed with the following goals in mind; move traditional financial reporting in excel to modern BI dashboards, to empower customers with an efficient tool to track financial health and performance.

The Financial Dashboard consists of the following views and capabilities;

Financial Overview
- - Main KPIs to track P&L
  - Dynamically switch between two period scenarios (YTD or MTD)
  - Compare using any of the two benchmarks/goal (vs Budget or vs Last year)
  - Assets, liabilities and expenses summary
Income Statement
- - KPI Funnel
  - Month-over-Month Trend
  - Switch between graphical and table view
Balance Sheet
1. - Full tabular view of balance sheet for export

Impact:

It allows the team to focus on the core operations which equates to more confidence on onboarding additional clients. It dramatically reduce time it takes from accessing the vital data and sending client reports and at the same time keep their clients satisfied and always on tabs of their growth and performance.

This template (with sample data) is provided for free to all newsletter subscriber of metricalist.com.

You can find and download for free the template from the following solution page: Financial Performance Overview

Email: info@metricalist.com

eyJrIjoiNjk0YmIwZTAtNDFiMC00YzFjLWE5ZjYtYTkxNzEzMGEwN2MzIiwidCI6IjEwZTg0NTRmLWEzZTYtNDI1ZC1iMjQwLTA4ZTA0YzVhNDA1YiIsImMiOjl9

Re: Financial Performance Overview

Anonymous — Wed, 16 Oct 2019 23:40:41 GMT

Would you be able to share the Pbix file for this, I love the layout of it.

thanks

Adam

Re: Financial Performance Overview

rossgearyBA — Thu, 17 Oct 2019 10:28:35 GMT

Metricalist Please can you post the Pbix file as i would really love to use this.

Great dashboard.

Metricalist wrote:

Financial dashboard that tackles the core of financial statement analysis:

Financial Overview

Income Statement

Balance Sheet

Cash Flow

Data Source:
Dynamics NAV (Navision)

Email: info@metricalist.com

eyJrIjoiNjk0YmIwZTAtNDFiMC00YzFjLWE5ZjYtYTkxNzEzMGEwN2MzIiwidCI6IjEwZTg0NTRmLWEzZTYtNDI1ZC1iMjQwLTA4ZTA0YzVhNDA1YiIsImMiOjl9

Re: Financial Performance Overview

Anonymous — Wed, 20 Nov 2019 23:38:55 GMT

Nice work ! could you please share the PBIX file? Thanks !!!

hmancera117@gmail.com

Re: Financial Performance Overview

Anonymous — Mon, 02 Dec 2019 15:04:21 GMT

Hi,

would you be willing to share this Pbix file with me? My email is drmuralimca@gmail.com.

Re: Financial Performance Overview

Anonymous — Fri, 13 Dec 2019 01:59:54 GMT

Great works!! Would you like to share this pbix file to my email? ilhamfadhillahamka1@gmail.com

Re: Financial Performance Overview

rajulshah — Sat, 04 Jan 2020 04:38:38 GMT

Hello Metricalist,

Can I get the report file or the layout of the file?

Re: Financial Performance Overview

Anonymous — Tue, 28 Jan 2020 22:37:05 GMT

Hi,

Amazing dashboard. Would love to use the layout as an inspiration. Can you share the pbix file?

E-mail: abhilashramprasad@gmail.com

Thanks a lot,

Abhilash Ramprasad.

Re: Financial Performance Overview

Anonymous — Mon, 24 Feb 2020 16:30:11 GMT

Would you send me the pbix file for this financial dashboard? I would love to use a rendition of it. cm302976@northhighland.com

Re: Financial Performance Overview

nikunj0910 — Fri, 06 Mar 2020 05:34:27 GMT

Metricalist

Great works!! Would you like to share this pbix file via email? nikunj.p@mindquad.in

Re: Financial Performance Overview

lorenabarbitta — Thu, 12 Mar 2020 01:25:43 GMT

hola puedes compartirlo al correo de lobar28@hotmail.com gracias

Re: Financial Performance Overview

Anonymous — Wed, 18 Mar 2020 04:37:24 GMT

Good one!. Very neat and professional design.

Can yoy please let me know the control you have used for matrix in balancesheet page ?

Thanks

Re: Financial Performance Overview

marialt13 — Fri, 03 Apr 2020 19:39:56 GMT

Would you be able to share the Pbix file for this, I love the layout of it.

Re: Financial Performance Overview

apentyala — Tue, 14 Apr 2020 06:43:37 GMT

Hi,

Very good dashboard and layouts.

Can you please share the .pbix file to apentyala@hotmail.com

Thanks&Regards,

Re: Financial Performance Overview

Anonymous — Wed, 15 Apr 2020 10:33:04 GMT

Great Design and Formatting.

Could you share the pbix layout with me? I would love to inspire my company to see their data in a similar way!

My email is elena.koleva@stendenhotel.com.

Thanks in advance!

Re: Financial Performance Overview

evirgil — Fri, 17 Apr 2020 18:52:49 GMT

Metricalist This is AMAZING! Would you be able to share this with me? You can share here or email it to me! evirgil@mmcc.org

Re: Financial Performance Overview

Charlene123 — Thu, 14 May 2020 19:13:40 GMT

@Metricalist Please can you post the Pbix file via email(charleneshiz10@gmail.com as i would really love to use this.

Re: Financial Performance Overview

Ion_Gomez — Thu, 28 May 2020 21:20:21 GMT

Please can you post the Pbix file via email(ion.gomez@opendeusto.es) as i would really love to use this.

Re: Financial Performance Overview

alucard_li — Tue, 09 Jun 2020 08:50:45 GMT

Could you share pbix file for me? It's great.

Re: Financial Performance Overview

Noorudeen — Tue, 09 Jun 2020 09:23:58 GMT

impressive dashboard

could you share this pbix file

email:mmohammed.noordeen@gmail.com