Accounting Metrics Analysis

The client wanted a sample dashboard that she could show to her management in to demonstrate the capabilities of Power BI to her management.

Data Source

Excel

Analysis Tool

Power BI Power BI

Accounting dashboard

The dashboard some high-level metrics at the top such as Sales, COGS, Gross Margin ant etc. The dashboard also shows the growth of these metrics comparing to last year.

The top section focuses on sales and cost of sales per month, and quarter.

The section below shows balance sheet metrics on assets and liabilities as well as operating earnings.

The filters on the left enable client to filter by year, quarter, month and also switch between MTD and YTD view.

Ways we can help

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