https://github.com/devlm7/4_financial_dashboard
This project presents a Professional Financial Dashboard built using Power BI, aimed at helping stakeholders visualize and interpret key financial performance metrics like Total Profit, Total Sales, and Units Sold. The dashboard provides insightful breakdowns across segments, countries, and products, and is enhanced with performance KPIs etc .
https://github.com/devlm7/4_financial_dashboard
pandas powerbi python
Last synced: 26 days ago
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This project presents a Professional Financial Dashboard built using Power BI, aimed at helping stakeholders visualize and interpret key financial performance metrics like Total Profit, Total Sales, and Units Sold. The dashboard provides insightful breakdowns across segments, countries, and products, and is enhanced with performance KPIs etc .
- Host: GitHub
- URL: https://github.com/devlm7/4_financial_dashboard
- Owner: DevLM7
- Created: 2025-04-14T14:03:04.000Z (about 1 year ago)
- Default Branch: main
- Last Pushed: 2025-04-14T14:10:14.000Z (about 1 year ago)
- Last Synced: 2025-04-15T04:15:45.809Z (about 1 year ago)
- Topics: pandas, powerbi, python
- Language: Python
- Homepage:
- Size: 134 KB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
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Metadata Files:
- Readme: README.md
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README
# 📊 Financial Dashboard – Power BI
This project presents a **Professional Financial Dashboard** built using **Power BI**, aimed at helping stakeholders visualize and interpret key financial performance metrics like **Total Profit**, **Total Sales**, and **Units Sold**. The dashboard provides insightful breakdowns across **segments**, **countries**, and **products**, and is enhanced with performance **KPIs** and **trend analysis**.
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## 📁 Dataset Overview
- **Source**: Financial data containing product performance across multiple countries taken from kaggle
- **link**: https://www.kaggle.com/code/rajatraj0502/company-financials-dataset/input
- **Attributes**: Segment, Country, Product, Discount Band, Units Sold, Manufacturing Price, Sale Price, Gross Sales, Discounts, Sales, COGS, Profit, Date (Year, Month, Day).
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## 🛠️ Data Preprocessing (Python)
Before importing the dataset into Power BI, it was **cleaned and preprocessed using Python**.(the python file is also attached to this repository)
The cleaned dataset was then used in Power BI to build the final dashboard.
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## 📈 Key Dashboard Features
### ✅ KPIs
- **Total Profit**
- **Total Sales**
- **Total Units Sold**
- **Profit & Sales Targets** with visual indicators
### 📊 Visualizations
- **Line Chart**: Profit and Sales trends over time
- **Bar Chart**: Profit by Country
- **Donut Chart**: Profit distribution by Segment
- **Matrix Table**: Product-wise performance across countries
- **KPI Cards**: High-level executive summary
## 🎯 Objective
This dashboard allows stakeholders to:
- Monitor **financial health** and **regional performance**
- Compare **actual values vs targets**
- Identify **top-performing** and **underperforming** areas
- Gain insights into **segment-specific contribution** to profit
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## 📌 Tools Used
- **Power BI** for data visualization
- **Python (Pandas)** for preprocessing
- **CSV files** for data storage
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## 📎 Output
The final dashboard was built with a professional layout and color-coded themes for clarity and visual impact, making it suitable for presentations to **executives and stakeholders**.
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