The goal of this project was to design an interactive financial dashboard that consolidates Profit & Loss statements, Balance Sheets, and Cross-Country performance data (2018–2020). The dashboard provides clear insights into sales, profitability, liquidity, and regional growth trends to support data-driven decision making.
- Power BI – Data modeling, DAX, dashboard design
- Excel – Data cleaning, preprocessing, ratio calculations
- Financial Analysis Techniques – P&L interpretation, Balance Sheet review, ROE, ROCE, Liquidity ratios
- Sales Growth: Revenue increased from ₹35.7M → ₹78.3M (2018–2020).
- Asset Growth: Total assets expanded from ₹38.7M → ₹123.2M.
- Profitability Ratios: ROE declined from 20.6% → 12.4% and ROCE from 23.6% → 14.1%, highlighting efficiency concerns.
- Regional Insights: USA and New Zealand contributed over 60% of revenue growth, while some markets underperformed in profitability.
- To visualize financial data in a user-friendly way for stakeholders.
- To identify key performance drivers across geographies.
- To support strategic business decisions on cost optimization, market focus, and resource allocation.
- Stakeholders can track performance at a glance instead of reviewing lengthy reports.
- Finance teams gain clarity on expenses, profitability trends, and liquidity status.
- Decision-makers can prioritize high-performing regions and optimize costs in underperforming ones.
- Profit & Loss (P&L) Dashboard – Sales, Gross Profit, Operating Expenses, Net Profit.
- Cross-Country Analysis – Regional revenue, profitability, and growth trends.
- Balance Sheet Dashboard – Assets, Liabilities, Liquidity Ratios, Profitability Ratios, Efficiency Metrics.
- Building interactive dashboards using Power BI.
- Applying financial analysis concepts (P&L, Balance Sheet, ratio analysis).
- Developing data storytelling skills for clear stakeholder communication.
- Bridging data analytics with finance domain knowledge.