Financial Performance Dashboard Development
Ravikant Upadhyay
Data Visualizer
Data Analyst
Microsoft Excel
Microsoft Power BI
PostgreSQL
Project Plan and Timeline
Detailed project plan including milestones, timelines, and resources.
Gantt chart showing key deliverables and deadlines.
Requirements Gathering and Analysis
Documentation of all business requirements through stakeholder interviews and workshops.
Detailed scope document outlining the financial metrics and KPIs to be tracked.
Data Source Identification and Connection
Identification and documentation of all relevant data sources.
Establishment of connections to data sources within Power BI (e.g., databases, APIs, Excel files).
Data Modeling and Transformation
Creation of data models in Power BI using Power Query.
Data cleaning and transformation to ensure consistency and accuracy.
Dashboard Design and Prototyping
Mockups and wireframes of the dashboard layout.
Iterative feedback sessions with stakeholders to refine the design.
Report Development
Development of Power BI reports incorporating required financial metrics such as revenue, expenses, profit margins, etc.
Use of Power BI visuals (charts, graphs, tables) to represent data effectively.
Dashboard Implementation
Implementation of interactive elements such as filters, slicers, and drill-downs.
Integration of advanced Power BI features like DAX measures and calculated columns for complex calculations.
Data Validation and Testing
Rigorous testing of data accuracy and integrity.
Validation of dashboard functionality and performance with stakeholders.
User Training and Documentation
Creation of user guides and documentation detailing how to use and navigate the dashboard.
Conducting training sessions for end-users to ensure they can effectively interact with the dashboard.
Deployment and Go-Live Support
Deployment of the Power BI dashboard to the Power BI service.
Provision of go-live support to troubleshoot any issues that arise post-deployment.
Post-Implementation Review and Maintenance Plan
Review meeting with stakeholders to gather feedback and assess project success.
Development of a maintenance plan for ongoing support and updates to the dashboard.
Performance Monitoring and Optimization
Monitoring the performance of the dashboard to ensure it meets user expectations.
Optimization of data models and visualizations for improved performance.
These deliverables ensure that the financial performance dashboard meets the business requirements, is user-friendly, and provides accurate and actionable insights into the company's financial performance.
