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Financial Performance Dashboard

Financial performance dashboard built with Power BI, Python, and SQL — data preparation, modeling, KPI views, and recommendations.

Power BIPythonMySQL
  1. DATA
  2. CLEAN
  3. ANALYZE
  4. VISUALIZE
  5. INSIGHT
  6. ACTION

Business Problem

Financial and commerce metrics lived in separate views, so pricing, channel, and performance decisions lacked a shared source of truth.

Objective

Unify financial KPIs into a decision-ready Power BI dashboard backed by prepared data models and clear insight layers.

Dataset

Financial and commerce performance data prepared for modeling, KPI tracking, and executive reporting.

Tech Stack

Power BI, Python, MySQL

Data Preparation

  • Prepared source tables for consistent KPI definitions
  • Aligned metrics across channels and periods
  • Built analysis-ready model inputs

Analysis Process

  • Data modeling for financial KPIs
  • Python support for exploration and validation
  • Power BI dashboard with interactive reporting
  • SQL-backed queries for reliable metric pulls

Key Insights

  • A shared KPI layer makes pricing and channel focus easier to discuss
  • Interactive views reduce reliance on static spreadsheet reports
  • Clear metric definitions reduce conflicting interpretations

Business Recommendations

  • Adopt one KPI dictionary across stakeholders
  • Refresh the model on a schedule instead of manual rebuilds
  • Pair dashboard review with a short action checklist

Outcome

See full case study for process detail and deliverables.

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