Financial KPIs - Dashboard
Tableau

Business Question

A large IT company with many sub-companies asked for a financial KPI dashboard that

shows financial metrics on a consolidated and entity level. It asked for a clear overview of its financial performance where an owner of a cluster/entity could use the filters to customize their dashboard. Further they wanted the ability to export results to an excel file. I blurred the names of the sub-companies and adjusted numbers for privacy reasons.

Process

After framing the main business question, I sat together with the company to ask what they wanted to see in the dashboard. So discussing which metrics were most important for them in the dashboard (gross margin, EBITDA, headcount, billable rate etc.), which filter options to use, how to compare current figures (against a budget or prior year), and overall dashboard design.

Hereafter I sat together with the data engineer to discuss the structure of the data model and which fields should be included so that I could build the dashboard using Tableau. This was an ongoing process as more functionality was added to the dashboard.

Result

The final result is a dashboard providing a glance in the financial performance of the company. Each business owner can select it's cluster to filter down into the performance of it's sub-companies. They can select and choose from KPIs and compare it to a reference period. and there is an option to export the results to an excel file.