This dashboard shows company’s financial summary on industry estimated Vs. actual revenue, revenue by region, revenue by product, sales rep performance.
This review is for business owner who needs an intuitive financial dashboard on a daily basis, but more so, needs the ability to forecast and run scenarios to grow a company.
In today’s world there is a huge pressure on the management to provide faster and transparent information which helps in determining company’s overall performance. It tracks financial data which helps to see the growth from various perspective of the industry.
There are several ways in which you can visualize financial data to understand the company’s goal. In October month, Excelforum team has launched a dashboard competing in which you are asked to visualize financial data using sample data. The challenge has generated a huge thrill around the community and fetched 118 incredible entries.
In this article, we will show you the steps on how to create this dashboard.
Let us see the how Dashboard made by Figures looks:
We have divided this dashboard into 5 sections of information. Let us take a look at each one separately.
In this section,we can see industry results by quarter in the below table. There is a scrollbar used which provides flexibility to viewer to select the performance by different quarter & then it will be easy for comparison.
This section shows sales rep performance by number of sales, revenue value generated, average revenue per customer, average for all reps.
There is a list box used which can be used to select sales rep name & all the information gets updated automatically.
The below is picture of table which is showing Actual & Estimated Yearly Revenue for Product by Industry.
In above table, radio buttons provide the facility to select any product & the result will be calculated automatically. There is conditional formatting used to show actual revenue is higher than estimated revenue or vice versa.
This section shows revenue by region which is controlled by the drop down list contains the option to select year. In the middle section there is a map & on the right hand side there is a chart, both will dynamically update as the yearly criteria is changed in drop down list.
With the selection of different year, all the information will gets updated automatically refer below snapshot:
This section shows revenue over time by two charts.
The above chart contains slicers which can be used to filter down the information & the result will get updated & shown.
There are two charts, the first one shows the product revenue by quarterly. The second is a pie chart which shows the contribution by region in percentage for the selected year & quarter in slicers.
Using this dashboard you can get a clear view of the financial industry and we can get the information from various point of view.
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