Introduction
Power BI is a powerful tool that can help you create stunning dashboards to visualize and analyze your financial data. In this post, I will show you how to create a dashboard that displays the key performance indicators (KPIs) of a financial services company, such as revenue, profit margin, customer satisfaction, and product performance.
The dashboard consists of four pages: Overview, Revenue and Margin, Product Analysis, and Customer Analysis. Each page has a different focus and provides different insights into the company’s performance. Let’s take a look at each page in detail.
Overview
The overview page gives a quick snapshot of the company’s overall performance in terms of revenue, profit margin, and customer satisfaction. It also shows the breakdown of revenue by region and product category. You can use the slicers on the top to filter the data by year, quarter, month, region, or product category.
The overview page also has a map that shows the revenue and profit margin by city. You can hover over any city to see the details. You can also click on any city to drill down to the next page.
Revenue and Margin
The revenue and margin page shows how the company’s revenue and profit margin are distributed across different regions and products. It also shows how the revenue and profit margin have changed over time. You can use the slicers on the top to filter the data by year, quarter, month, region, or product category.
The revenue and margin page also has a line chart that shows the cumulative revenue and profit margin by month. You can click on any point on the line chart to see the details. You can also click on any point to drill down to the next page.
Product Analysis
The product analysis page shows how the company’s products are performing in terms of sales, profit margin, and customer satisfaction. It also shows how the products compare with each other and with the industry average. You can use the slicers on the top to filter the data by year, quarter, month, region, or product category.
The product analysis page also has a table that shows the details of each product, such as name, price, cost, sales, profit margin, customer satisfaction score, and industry average score. You can sort or filter the table by any column. You can also click on any product name to drill down to the next page.
Customer Analysis
The customer analysis page shows how the company’s customers are segmented by revenue, profit margin, and customer satisfaction. It also shows how the customers are distributed across different regions and products. You can use the slicers on the top to filter the data by year, quarter, month, region, or product category.
The customer analysis page also has a table that shows the details of each customer, such as name, location, revenue, profit margin, customer satisfaction score, number of orders, and average order value. You can sort or filter the table by any column. You can also click on any customer name to see their order history.
Conclusion
If you want to learn more about Power BI and how it can help you transform your data into insights, please get in touch for more information.