1.1 Purpose
The Quick Financial Analysis Dashboard provides an overview of financial performance metrics, including sales, net profit, gross profit, discounts, and transactions. The goal is to enable finance teams and decision-makers to quickly assess key financial trends and operational efficiency.
1.2 Scope
This dashboard is designed for finance professionals, sales teams, and executive leadership to monitor key financial KPIs across different countries, time periods, and product categories. It facilitates real-time financial insights for better strategic planning.
1.3 Audience
- Finance Teams
- Sales and Marketing Managers
- Business Executives
- Financial Analysts
2. Dashboard Features & Functionalities
2.1 Financial Performance Metrics
- Total Sales
- Net Sales
- Gross Profit %
- Net Profit %
- Total Discounts Applied
- Total Transactions
- Units Sold
- Average Order Value
2.2 Sales and Revenue Insights
- Sales Trend Over Time (by Date, Quarter, Year)
- Total Sales by Product
- Total Sales by Segment
- Total Sales by Country
- Total Sales by Channel Partner
2.3 Cost and Expense Analysis
- Operating Expenses vs. Cost of Goods Sold (COGS)
- Country-wise Expense Breakdown
- Product-wise Expense Distribution
2.4 Filtering & Segmentation
- Time Selection (Year, Quarter, Month)
- Country Selection
- Discount Band Selection
- Sales Channel & Product Selection
3. Data Sources & Integration
- ERP & Accounting Software (SAP, QuickBooks, etc.)
- Sales and Transactional Databases
- Customer Order Management Systems
4. User Requirements
4.1 Functional Requirements
- Ability to filter data by year, quarter, country, product, and discount band
- Interactive data visualizations and performance trend analysis
- Exportable reports for financial reviews and executive meetings
- Automated data refresh for real-time insights
4.2 Non-Functional Requirements
- Performance: Ensure dashboard loads within 5 seconds
- Security: Implement user authentication and access control
- Scalability: Handle increasing financial transactions and sales data
5. Key Performance Indicators (KPIs)
- Total Sales & Net Sales
- Gross Profit % & Net Profit %
- Average Order Value
- Sales by Country & Product
- Total Discounts Applied
- Operating Expenses vs. COGS
- Transactions Count & Revenue Trends
6. Assumptions & Constraints
- Data should be sourced from verified sales and financial systems
- User access should be managed based on financial roles
- Historical data availability might be limited for older periods
7. Project Completion Method
7.1 SQL Queries
- Extract financial and sales data from multiple databases.
- Perform data transformations to ensure accuracy and consistency.
- Example SQL Query for Sales Analysis:
SELECT Year, Quarter, Country, Product, SUM(TotalSales) AS TotalSales, SUM(NetSales) AS NetSales, SUM(Discount) AS TotalDiscount FROM SalesData WHERE Year = 2024 GROUP BY Year, Quarter, Country, Product; - Queries to calculate profit margins, cost analysis, and sales trends.
7.2 Power Query
- Connect Power BI to SQL databases and sales systems.
- Perform ETL (Extract, Transform, Load) operations:
- Data cleansing (removing duplicates, handling missing values)
- Merging sales and expense data from different sources
- Creating calculated columns for financial KPIs
- Example Power Query transformation:
let Source = Sql.Database("ServerName", "DatabaseName"), SalesTable = Source{[Schema="dbo", Item="SalesData"]}[Data], FilteredRows = Table.SelectRows(SalesTable, each [Year] = 2024) in FilteredRows
7.3 DAX (Data Analysis Expressions)
- Create calculated measures for financial and sales performance.
- Example DAX formula for Gross Profit Margin:
Gross Profit Margin = DIVIDE( SUM(SalesData[GrossProfit]), SUM(SalesData[TotalSales]) ) - DAX measures for tracking sales growth, discount impact, and expenses.
8. Conclusion
The Quick Financial Analysis Dashboard provides fast, reliable financial insights to help organizations optimize sales performance and cost management. The dashboard will evolve based on business needs and user feedback.
sample data files for the Quick Financial Analysis Dashboard, including:
- Sales Data (CSV) – Total sales, net sales, discounts, and transactions.
- Cost & Expense Data (CSV) – Operating expenses, cost of goods sold (COGS), and net profit.
- Financial Performance Data (CSV) – Gross profit %, net profit %, and order values.
Developed by Muhammad Zahid
