Dashboard types:

Profit margin Analysis (CFO dash) The Net Profit Margin KPI measures how effective your business is at generating profit on each dollar of revenue you bring in. This financial data analytics KPI is a measure of the profitability of the business and is instrumental in making long- and short-term financial decisions.

Opex-to-Sales Dashboard Companies often spend vast amounts of money on the products they sell, incurring expenses such as marketing, storage, manufacturing and salaries of workers. To maintain profitability, it is important to verify each product’s operational expenses (Opex) to Sales ratio is as low as possible. This dashboard is used to reduce a company’s Opex to Sales ratio.

Profit and Loss Dashboard Dashboard A profit and loss statement (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specific period of time, usually a fiscal quarter or year. The P&L report is prepared as frequently as managers need them, usually monthly or quarterly. A P&L report goes to the manager in charge of each profit center; these confidential profit reports do not circulate outside the business.

Retail Dashboard Like most businesses, retail banks are constantly looking for ways to improve their revenue. Hence, these organizations measure their various sources of income in order to see which products or services have room to grow. This BI solution helps increase revenue and identify opportunities for revenue growth.

Personal Expenses Scorecard Dashboard Scorecards are used for comparing an entity to a benchmark for monitoring and measuring performance. Personal expenses are hard to keep track of due to a large number of transactions. In order for one to know in which areas it should be easier to decrease, one needs to take into consideration also the standard cost of living which is done in this case by comparing to the benchmark.

P&L Dashboard Make us of the csv files on Snowflake Project codes, how each campaign is performing Intact integration (not coming anytime soon) Sketch more of what we can at the moment Make sure which dates should be taken into account (SF or product dates)