Financial Dashboard Creation

Starting at

$

50

About this service

Summary

Developed comprehensive financial dashboards in Excel to enable clients to efficiently track expenses and manage account ledgers. These custom dashboards provide clear, visual insights into financial data, helping clients monitor spending patterns, maintain budget control, and streamline financial management.

What's included

  • Executive Summary Dashboard for Management

    The Executive Summary Dashboard provides a high-level overview of key performance indicators (KPIs) and critical business metrics to support strategic decision-making. This dashboard is designed for senior management and executives, offering a concise, real-time visual representation of financial performance, operational efficiency, and overall business health. Key features include interactive charts, trend analysis, and data drill-down capabilities, allowing executives to quickly assess company performance, identify opportunities or risks, and make informed decisions. The dashboard is customizable to align with specific business goals and priorities, ensuring it remains relevant and impactful for executive use.

  • Expense Tracking and Budgeting

    The Expense Tracking and Budgeting Dashboard is a comprehensive tool designed to help users monitor and manage their finances effectively. This dashboard provides a real-time overview of spending across various categories, such as groceries, utilities, entertainment, and more. It allows users to set monthly budgets, track actual expenses against those budgets, and identify areas of overspending. Key features include dynamic charts and graphs, customizable categories, spending alerts, and the ability to filter and analyze expenses by date or category. The dashboard is designed to provide actionable insights to improve financial planning and ensure budget adherence.

  • Custom Financial Dashboard Development

    The Custom Financial Dashboard Development service offers a tailored solution for visualizing and managing financial data. This dashboard is specifically designed to meet the unique needs of businesses or individuals, providing a real-time view of key financial metrics such as revenue, expenses, cash flow, and profitability. Features include customizable charts, interactive graphs, and data filters, allowing users to drill down into specific details and gain valuable insights. The dashboard integrates seamlessly with existing financial systems, ensuring accurate and up-to-date information. It is an essential tool for enhancing financial oversight, supporting strategic planning, and driving data-informed decision-making.


Duration

5 days

Skills and tools

Business Analyst
Business Consultant
Business Strategist
Google Analytics
Google Sheets
Microsoft Excel
Microsoft Power BI
Microsoft PowerPoint

Industries

Accounting
Database
Freelance

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