Financial Health — Algorithmic KPI Scorecard (DAX + Deneb)

Make faster, defensible finance calls
A reusable Power BI financial health scorecard that tracks 12 KPIs across liquidity, stability, and profitability with three-year context, norm bands, and unambiguous status colors (below / at / above). Built to be governance- and audit-friendly, presentation-ready, and easy to roll out on new data.

Who it’s for

CFOs, FP&A, credit/lending teams, and insolvency and restructuring practitioners who need a reliable at-a-glance view of financial condition.

Use it when

• month-end close and board packs;
• lender or covenant check-ins;
• early-warning and turnaround monitoring;
• pre-audit reviews and due diligence.

What you’ll see

• 3-year trends that separate noise from real movement;
• soft norm bands so neutral stays neutral while outliers pop;
• one status-color logic applied consistently across cards, bars, and badges;
• two skins (rounded, web-first; and flat, print-friendly for clean Word/PDF exports);
• reproducible build with versioned DAX measures and Deneb (Vega-Lite) specs so thresholds remain identical across visuals;
• under the hood: standardized Excel model; the same KPI logic also powers a Python report for print/automation.

Why it helps

Less debate, more decisions — norms are visible on-page, colors are consistent, and the structure supports quick reviews and smooth hand-offs between finance, stakeholders, and auditors.

Connect / Resources:

LinkedIn: https://www.linkedin.com/in/tokmianina

GitHub: https://github.com/IrinaTok11

If this helps your workflow, a kudos is appreciated!

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