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Built an Excel dashboard to analyze personal finance data including income, expenses, savings, and EMI trends.
The dashboard provides a high-level financial overview along with month-on-month and category-level insights using pivot tables and charts.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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What a Data Analyst Does
A data analyst usually performs:
Data Collection – gather data from Excel, websites, databases, or software.
Data Cleaning – remove errors, duplicates, and missing values.
Data Analysis – use formulas, SQL, or tools to calculate results.
Data Visualization – create charts, dashboards, and reports.
Reporting – explain what the numbers mean for the business.
Common Tools
Excel – formulas, pivot tables, charts
SQL – query data from databases
Power BI – interactive dashboards
Tableau – data visualization
Python – advanced analysis (later stage)
Finance Dashboard | Cash Flow & Profit Analysis
Project Overview
A comprehensive financial analytics dashboard built in Power BI to track cash flow, revenue generation, net profitability, and cost distribution. It provides decision-makers with clear visibility into corporate financial health and expense drivers.
Key Highlights & Features
Executive Summary (KPIs): High-level metrics tracking Total Revenue ($3.8M), Total Expenses ($2.1M), Net Profit ($1.7M), and Net Cash Flow ($890K) with year-over-year (YoY) comparison.
Monthly Revenue vs. Expense: Visual comparison of monthly income against operational expenditures to monitor cash dynamic stability.
Profit Margin (%) Trend: Tracks percentage margin fluctuations over time (averaging between 41% to 44%).
Expense Breakdown & Top Costs: Detailed table and chart categorizing operational expenses—highlighting Salaries ($800K | 38.1%), Marketing ($420K | 20.0%), and Rent ($300K | 14.3%).
Cash Flow Trend: Continuous monitoring of net liquidity movement across the months.
Tools & Technologies
Power BI (Financial Modeling & DAX)
Financial Analytics & Cash Flow Management
Data Visualization & Reporting
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