Financial Dashboard - Part I
Budget: $30 – $250 USD
I’m looking for help creating a dashboard that illustrates the financial health of a set of products and its categories. This is part one of a series of dashboards I’d like created. Happy to consider any other relevant recommendations based on your previous experience with financial reporting.
Dummy data is provided to illustrate the current report structure I use. The deliverable needs to includes instructions on how to make updates to the source data (Excel) to add additional data or edit the existing entries. Please note that I do have flexibility to change the source data format to help support the creation and maintenance of the dashboard if that makes things easier. I will just need details on what needs to be changed and how to maintain the data/refresh the dashboard.
Deliverable Format: Power BI (.pbix file)
Ask: Dashboards to help me understand the overall health of my portfolio. I’m thinking one dashboard with high level overview based on the asks below (Part I) and additional dashboards that dive deeper into each Category/Sub-Category (Part II - To be posted).
Source Data: Workbook 1 – Revenue by Category and Sub-Category
Initial Visuals Needed:
1. Year on year gross margin % and total – these need to be prominent in the dashboard and easy to read
a. At minimum 2020 and 2021 YTD so that I can better understand trends compared to last year
2. Category performance showing Actuals (Revenue) versus Forecast versus Budget ($)
a. The goal here is to show how close or far we the actuals are from the forecast and budget. Many rows are missing forecast and budget info for 2020 and prior years. You are welcome to use whatever
3. Same as #2 but on a sub-category level. If possible, it would be great to have this as a drill down from visual #2
4. Graph with overall gross margin percentage by month, regardless of category/sub-category
a. Add drill down on a category and sub-category level
5. If space is available, it would be great to see a matrix showing:
Month
Category - add drill down for sub-category
Revenue
COS (Cost of Sales)
Gross Margin ($)
Gross Margin (%)
Bonus/Penalty
Please include the following slicers for the visuals (not for the matrix):
Month
Category
Sub-Category
The ideal candidate for this project is someone who is well versed on PBI and financial reporting as I'm sure there are additional visuals that could be included to illustrate how well the categories are performing.
Dummy data is provided to illustrate the current report structure I use. The deliverable needs to includes instructions on how to make updates to the source data (Excel) to add additional data or edit the existing entries. Please note that I do have flexibility to change the source data format to help support the creation and maintenance of the dashboard if that makes things easier. I will just need details on what needs to be changed and how to maintain the data/refresh the dashboard.
Deliverable Format: Power BI (.pbix file)
Ask: Dashboards to help me understand the overall health of my portfolio. I’m thinking one dashboard with high level overview based on the asks below (Part I) and additional dashboards that dive deeper into each Category/Sub-Category (Part II - To be posted).
Source Data: Workbook 1 – Revenue by Category and Sub-Category
Initial Visuals Needed:
1. Year on year gross margin % and total – these need to be prominent in the dashboard and easy to read
a. At minimum 2020 and 2021 YTD so that I can better understand trends compared to last year
2. Category performance showing Actuals (Revenue) versus Forecast versus Budget ($)
a. The goal here is to show how close or far we the actuals are from the forecast and budget. Many rows are missing forecast and budget info for 2020 and prior years. You are welcome to use whatever
3. Same as #2 but on a sub-category level. If possible, it would be great to have this as a drill down from visual #2
4. Graph with overall gross margin percentage by month, regardless of category/sub-category
a. Add drill down on a category and sub-category level
5. If space is available, it would be great to see a matrix showing:
Month
Category - add drill down for sub-category
Revenue
COS (Cost of Sales)
Gross Margin ($)
Gross Margin (%)
Bonus/Penalty
Please include the following slicers for the visuals (not for the matrix):
Month
Category
Sub-Category
The ideal candidate for this project is someone who is well versed on PBI and financial reporting as I'm sure there are additional visuals that could be included to illustrate how well the categories are performing.