Power BI Financial Dashboard for Profit & Loss Analysis
Budget: $30 – $250 USD
Project Overview
We need an experienced Power BI developer to create a financial dashboard that provides an office-wise Profit & Loss (P&L) analysis based on our Actual vs. Budget data for 2023 & 2024.
This dashboard will help us track key financial KPIs, compare performance across different offices, and analyze trends over time. The dashboard should be visually appealing with a dark grey background and multicolored visuals for clarity.
Project Scope
1. Data Integration
Import Excel-based financial data (provided).
Work with two sheets: 2023 & 2024 (containing Actuals and Budget data).
Ensure correct data modeling and relationships for Office, Year, and Month.
2. KPIs to be Tracked
The dashboard should display the following financial KPIs:
Revenue & Profitability
Net Revenue (Turnover) = Total income after deductions.
Gross Profit & Gross Margin % = Net Revenue - Direct Costs.
Net Profit % = Profit after tax. (Should not be less than 6%.)
Turnover Growth Rate = Percentage change in revenue from previous period.
Cost & Expense Metrics
Management Payroll % = (Management payroll costs / Net Revenue) * 100. (Should not exceed 2%.)
Employee Payroll % = (Employee payroll costs / Net Revenue) * 100. (Should not exceed 10%.)
Sales Expenses % = (Sales & Marketing Costs / Net Revenue) * 100. (Should be around 1.5% - 2%.)
Total Operating Expenses % = (Total OPEX / Net Revenue) * 100.
Profitability & Performance Indicators
EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization).
EBITDA Margin % = (EBITDA / Net Revenue) * 100.
Revenue Breakdown by Market Segment
Leisure Incoming Revenues
MICE Incoming Revenues
Outgoing, Domestic & Event Revenues
Other Revenues
Office-Wise Financial Performance
Revenue, EBITDA, and Net Profit per Office.
3. Dashboard Layout & Visualizations
The Power BI dashboard should include:
Header Section
Dropdown filters for Office, Year, and Month.
KPI Cards for:
Net Revenue, Gross Profit, EBITDA, Net Profit
Gross Margin %, Operating Expenses %, Management Payroll %, Sales Expenses %
Visuals & Charts
Bar Chart: Revenue vs. Expenses (Office-wise)
Line Chart: Profit & Turnover Growth trends over time
Stacked Bar Chart: Revenue Breakdown by Market Segment
Gauge Charts: KPI Compliance (e.g., Gross Margin ≥ 20%, Net Profit ≥ 6%)
Heatmap: Office-wise performance comparison
Table View: P&L Statement (Actual vs. Budget)
4. Report Automation & Emailing (Optional - Future Scope)
The dashboard should be ready for automated email reports in Power BI Service.
CEOs/MDs of respective offices should receive monthly reports via email. (This feature will be implemented later.)
5. Design & Branding Preferences
Background Color: Dark Grey
Visual Elements: Use multicolors to make it attractive.
User-Friendly & Interactive: The dashboard should be easy to navigate with clear insights.
6. Deliverables
Power BI Dashboard (.PBIX file) with all visuals & calculations.
Well-structured data model with relationships.
DAX Measures for KPI Calculations.
Documentation for using & maintaining the dashboard.
We need an experienced Power BI developer to create a financial dashboard that provides an office-wise Profit & Loss (P&L) analysis based on our Actual vs. Budget data for 2023 & 2024.
This dashboard will help us track key financial KPIs, compare performance across different offices, and analyze trends over time. The dashboard should be visually appealing with a dark grey background and multicolored visuals for clarity.
Project Scope
1. Data Integration
Import Excel-based financial data (provided).
Work with two sheets: 2023 & 2024 (containing Actuals and Budget data).
Ensure correct data modeling and relationships for Office, Year, and Month.
2. KPIs to be Tracked
The dashboard should display the following financial KPIs:
Revenue & Profitability
Net Revenue (Turnover) = Total income after deductions.
Gross Profit & Gross Margin % = Net Revenue - Direct Costs.
Net Profit % = Profit after tax. (Should not be less than 6%.)
Turnover Growth Rate = Percentage change in revenue from previous period.
Cost & Expense Metrics
Management Payroll % = (Management payroll costs / Net Revenue) * 100. (Should not exceed 2%.)
Employee Payroll % = (Employee payroll costs / Net Revenue) * 100. (Should not exceed 10%.)
Sales Expenses % = (Sales & Marketing Costs / Net Revenue) * 100. (Should be around 1.5% - 2%.)
Total Operating Expenses % = (Total OPEX / Net Revenue) * 100.
Profitability & Performance Indicators
EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization).
EBITDA Margin % = (EBITDA / Net Revenue) * 100.
Revenue Breakdown by Market Segment
Leisure Incoming Revenues
MICE Incoming Revenues
Outgoing, Domestic & Event Revenues
Other Revenues
Office-Wise Financial Performance
Revenue, EBITDA, and Net Profit per Office.
3. Dashboard Layout & Visualizations
The Power BI dashboard should include:
Header Section
Dropdown filters for Office, Year, and Month.
KPI Cards for:
Net Revenue, Gross Profit, EBITDA, Net Profit
Gross Margin %, Operating Expenses %, Management Payroll %, Sales Expenses %
Visuals & Charts
Bar Chart: Revenue vs. Expenses (Office-wise)
Line Chart: Profit & Turnover Growth trends over time
Stacked Bar Chart: Revenue Breakdown by Market Segment
Gauge Charts: KPI Compliance (e.g., Gross Margin ≥ 20%, Net Profit ≥ 6%)
Heatmap: Office-wise performance comparison
Table View: P&L Statement (Actual vs. Budget)
4. Report Automation & Emailing (Optional - Future Scope)
The dashboard should be ready for automated email reports in Power BI Service.
CEOs/MDs of respective offices should receive monthly reports via email. (This feature will be implemented later.)
5. Design & Branding Preferences
Background Color: Dark Grey
Visual Elements: Use multicolors to make it attractive.
User-Friendly & Interactive: The dashboard should be easy to navigate with clear insights.
6. Deliverables
Power BI Dashboard (.PBIX file) with all visuals & calculations.
Well-structured data model with relationships.
DAX Measures for KPI Calculations.
Documentation for using & maintaining the dashboard.