Finance Dashboard built using the Numerro Toolkit.
The finance dashboard was built as an executive-level report to showcase an organisation's financial insights. As the intended users are executive-level employees, the dashboard presents high-level insights that allow users to easily scan the report. Users then have the additional option to dive into the granular metrics, should a high-level matrix trigger an insight worth exploring.
The purpose of the dashboard is to provide a high-level overview of the business's financial performance over time. Additionally, it allows users to dive into financial performance by location and product category. Both of these focus areas allow users to determine financial trends and areas of over/under performance. Users can then use these initial insights to determine where to focus their efforts.
Key insights:
- KPI's - Revenue, Profit, Orders, Customers, Quantity:
Provides a snapshot of the business's financial position
- Area Chart - Revenue over time (12 months):
Helps users identify the seasonal flow of business
- Stacked Bar Chart - Revenue by region, split by product category:
Helps users understand their financial performance by geography and category
- Table - Sub-category performance:
Provides insights into how each product performs
- 100% Stacked Bar Chart - Revenue to Profit ratio:
Provides a clear indication of their financial position based on a common accounting metric.
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