[Financial Performance Interactive Dashboard]

This project analyzes financial performance by examining revenue, expenses, and cash flow using Power BI. The primary objective is to identify spending patterns and periods of financial pressure to support data-driven decision-making. 

The interactive dashboard enables:

• Income vs. Expense Comparison: A high-level view of financial health.

• Monthly Cash Flow Analysis: Tracking fluctuations throughout the fiscal year.

• High-Impact Expense Identification: Pinpointing categories that consume the most budget.

• Savings Performance Evaluation: Monitoring the efficiency of capital retention.

🔧 Data Preparation & Modeling A comprehensive data preparation phase was conducted prior to visualization, including:

• Data Cleaning: Handling duplicates and ensuring data integrity.

• Standardization: Normalizing date formats for accurate Time Intelligence calculations.

• Classification: Categorizing transactions into clear Income and Expense groups.

• Field Optimization: Renaming fields for improved business clarity and reporting.

🎨 Design & UI/UX (Adobe Illustrator) To ensure a premium and customized user experience, Adobe Illustrator was utilized to design the visual identity, including:

• Custom Branding: Designed a professional logo for the "Business Analyst" identity.

• UI Components: Crafted a bespoke sidebar navigation menu with a modern dark-burgundy aesthetic.

• Visual Consistency: Exported high-quality assets to ensure seamless integration and sharp resolution within Power BI.

📊 Key Performance Indicators (KPIs)

• Total Revenue: 277K

• Total Expenses: 213K

• Net Cash Flow: 64K

• Total Savings: 69K

📈 Key Insights

• Financial Surplus: Strong annual performance with a consistent positive cash flow.

• Spending Peaks: Clear surges in expenditure during April and August, primarily driven by discretionary categories.

• Category Impact: Discretionary expenses significantly influence overall savings performance.

🛠 Tools & Technologies

• Power BI: Data visualization and dashboarding.

• DAX: Implementation of Time Intelligence and KPI measures.

• Adobe Illustrator: UI/UX design and branding.

• Excel: Primary data source.

Author: Mohamed Mahmoud Labib

Role: Business & Data Analyst

The interactive dashboard enables:

• Geographic Market Analysis: Visualizing sales distribution across different states and cities.

• Logistics Performance Tracking: Monitoring delivery delays and their impact on customer satisfaction.

• Product Category Evaluation: Identifying top-performing categories by revenue and order volume.

• Customer Satisfaction Monitoring: Analyzing review scores to enhance service quality.

🔧 Data Preparation & Modeling (SQL & Power BI) A rigorous data engineering and modeling phase was conducted to handle large datasets:

• SQL Data Extraction: Utilized SQL to query, join, and aggregate data from multiple relational tables (Orders, Customers, and Products).

• Data Cleaning (SQL): Developed SQL scripts to handle missing values and standardize product category names for accurate analysis.

• Advanced DAX Modeling: Implemented complex DAX measures in Power BI to calculate metrics such as Average Delay and Revenue per category.

🎨 Design & UI/UX (Adobe Illustrator) To maintain professional branding and a seamless interface, Adobe Illustrator was used for:

• UI Layout Design: Created a modern, data-dense interface with a balanced color palette (Navy & Teal).

• Bespoke Components: Designed custom backgrounds and KPI cards to ensure visual clarity.

• Scalable Assets: Exported high-quality visual elements for a sharp, high-resolution display within Power BI.

📊 Key Performance Indicators (KPIs)

• Total Revenue: 13.59M.

• Count of Orders: 112.65K.

• Avg. Delivery Delay: -11.88 days.

• Avg. Review Score: 4.09.

📈 Key Insights

• Top Market: Sao Paulo emerged as the primary revenue driver with 1.91M in sales.

• Leading Category: Health & Beauty is the highest-grossing category, generating 1.3M.

• Logistics Efficiency: Despite an average delivery delay, customer satisfaction remains high at 4.09, suggesting strong product-market fit.

🛠 Tools & Technologies

• SQL: Data extraction, joining, and cleaning.

• Power BI: Data visualization and relational modeling.

• DAX: Statistical calculations and Time Intelligence.

• Adobe Illustrator: UI/UX design and asset creation.

• Excel/CSV: Primary data source.

Author: Mohamed Mahmoud Labib

Role: Business & Data Analyst

The interactive dashboard enables:

• Workforce Demographics Analysis: Monitoring headcount based on gender, marital status, and education level.

• Salary Structure Evaluation: Analyzing total salary distributions across different employee groups.

• Geographic & Departmental Distribution: Tracking staff numbers across cities like Houston, Los Angeles, and New York.

• Hiring Trends Tracking: Visualizing yearly recruitment patterns from 2013 to 2018.

🔧 Data Preparation & Modeling (SQL & Power BI) A rigorous data engineering phase was conducted to ensure the accuracy of human resources records:

• SQL Data Integration: Used SQL to join employee personal records with payroll and departmental databases to create a unified view.

• Data Cleaning (SQL): Developed SQL scripts to handle categorical data like marital status and education levels, ensuring consistency across 1,766 records.

• Advanced DAX Modeling: Implemented measures in Power BI to calculate dynamic metrics such as "Hires By Year" and salary totals.

🎨 Design & UI/UX (Adobe Illustrator) Adobe Illustrator was utilized to create a sleek, modern interface for HR professionals:

• Dark Theme UI: Designed a high-contrast dark aesthetic with teal and lime accents for better readability.

• Custom Navigation & Tabs: Crafted bespoke navigation buttons (Overview, Assessment, Detail) to organize complex data.

• Visual Iconography: Integrated custom icons for gender representation and departmental breakdown.

📊 Key Performance Indicators (KPIs)

• Total Employees: 1,766.

• Total Salary Budget: 168M.

• Gender Ratio: 862 Female / 904 Male.

• Education Diversity: Bachelors (26.1%) and Masters (26.05%) represent the majority of the workforce.

📈 Key Insights

• Hiring Peak: A significant surge in recruitment was observed in 2014 (319 hires) and 2018 (313 hires).

• Departmental Leader: The Sales and Marketing department holds the highest headcount in several locations.

• Education Impact: Over 52% of the workforce holds a Bachelor's or Master's degree, indicating a highly qualified talent pool.

🛠 Tools & Technologies

• SQL: Data extraction, joining, and cleaning.

• Power BI: Data visualization and relational modeling.

• Adobe Illustrator: UI/UX design and branding.

Author: Mohamed Mahmoud Labib

Role: Business & Data Analyst