Financial Dashboards Advanced KPIs

The data model includes measures such as Revenue, Profit Margin, Customer Acquisition Cost (CAC), Customer Lifetime Value (CLV), and Return on Investment (ROI). It provides insights into sales performance by location, revenue turnover variances, debt ratio for financial leverage analysis, and offers a structured worksheet view of financial data. Additionally, there are test views available for specified metrics and parameters, including an expanded version for deeper analysis.

Benefits of This Data Model

• Improved Financial Analysis: The data model enables in-depth financial analysis by providing measures such as Revenue, Profit Margin, Customer Acquisition Cost (CAC), and others, offering valuable insights into the company's financial performance.
• Enhanced Decision-Making: With dimensions like Project Number and Project Name, the model supports better decision-making processes by providing a clearer understanding of project-specific data and performance metrics.
• Optimized Sales Strategy: By offering insights on sales performance by location and revenue turnover variances, the data model helps optimize sales strategies and identify areas for improvement.
• Effective Resource Allocation: The structured worksheet view of financial data aids in efficient resource allocation by providing a comprehensive overview of financial information, allowing for better planning and budgeting.

Key Performance Indicators (KPIs)

• Revenue: Total income generated from sales of products or services within a specific time period.
• Profit Margin: Percentage that represents the profitability of the company by comparing net income to revenue.
• Customer Acquisition Cost (CAC): Average amount of money spent to acquire a new customer.
• Customer Lifetime Value (CLV): Prediction of the net profit attributed to the entire future relationship with a customer.
• Return on Investment (ROI): Measure of the profitability of an investment, calculated as the gain from the investment minus the cost of the investment divided by the cost of the investment.

Available Visualisations

View Name	Description
Sales by Location: TY vs LY	Compares sales performance between current and previous years across different locations.
Revenue Turnover Variances	Identifies and analyzes variations in revenue turnover to understand performance discrepancies.
Debt Ratio	Shows the ratio of debt to assets, providing insights into financial leverage.