Financial Forecasting & Business Intelligence Dashboard for Grow by Felipe Delgado

Financial Forecasting & Business Intelligence Dashboard for Grow

Felipe Delgado

Financial Analyst

Business Analyst

Business Consultant

Microsoft Excel

RStudio

Tableau

I developed a comprehensive financial forecasting model and an interactive BI dashboard to help a mid-sized business optimize its cash flow, improve budgeting accuracy, and identify growth opportunities. By combining financial analysis and business intelligence tools, the client gained real-time insights into their revenue streams, costs, and profitability, empowering smarter decision-making.

Process

1. Understanding Client Needs

• Collaborated with the client to identify key financial challenges and goals.

• Defined project scope, including required KPIs and reporting frequency.

2. Data Collection & Cleaning

• Gathered financial data (historical revenue, expenses, cash flow, etc.).

• Structured and cleaned the dataset for analysis.

3. Financial Modeling

• Built dynamic 12-month forecasting models for revenue and expenses.

• Conducted scenario analysis (best, worst, base case) to plan for uncertainties.

4. Dashboard Development

• Designed an interactive Power BI dashboard showing:

• Revenue trends and forecasts

• Cost breakdowns (fixed vs. variable)

• Cash flow analysis

• Key metrics: profitability, margins, and growth rates

5. Insights & Recommendations

• Delivered a report with actionable insights:

• Identified cost-saving opportunities.

• Highlighted revenue trends and growth drivers.

• Provided strategic recommendations to improve cash flow.

Results

• Improved cash flow planning by 20%.

• Enhanced budget accuracy and financial visibility.

• Enabled data-driven decision-making with real-time KPI tracking.

Looking to optimize your financial planning and gain real-time insights? Let’s connect to tailor a solution for your business!

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Posted Dec 17, 2024

Developed a financial forecasting model and BI dashboard for a gym, optimizing cash flow, tracking KPIs, and improving profitability with actionable insights.

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