This project presents a Professional Financial Dashboard built using Power BI, aimed at helping stakeholders visualize and interpret key financial performance metrics like Total Profit, Total Sales, and Units Sold. The dashboard provides insightful breakdowns across segments, countries, and products, and is enhanced with performance KPIs and trend analysis.
- Source: Financial data containing product performance across multiple countries taken from kaggle
- link: https://www.kaggle.com/code/rajatraj0502/company-financials-dataset/input
- Attributes: Segment, Country, Product, Discount Band, Units Sold, Manufacturing Price, Sale Price, Gross Sales, Discounts, Sales, COGS, Profit, Date (Year, Month, Day).
Before importing the dataset into Power BI, it was cleaned and preprocessed using Python.(the python file is also attached to this repository) The cleaned dataset was then used in Power BI to build the final dashboard.
- Total Profit
- Total Sales
- Total Units Sold
- Profit & Sales Targets with visual indicators
- Line Chart: Profit and Sales trends over time
- Bar Chart: Profit by Country
- Donut Chart: Profit distribution by Segment
- Matrix Table: Product-wise performance across countries
- KPI Cards: High-level executive summary
This dashboard allows stakeholders to:
- Monitor financial health and regional performance
- Compare actual values vs targets
- Identify top-performing and underperforming areas
- Gain insights into segment-specific contribution to profit
- Power BI for data visualization
- Python (Pandas) for preprocessing
- CSV files for data storage
The final dashboard was built with a professional layout and color-coded themes for clarity and visual impact, making it suitable for presentations to executives and stakeholders.