Finance Project & Sales KPI

DataSet Here : Dowload

Please see this Coding file here : Coding Details

Final Result here : Final Report - Power Bi

Table of Contents

1. Introduction
2. Result
3. Tool&Dataset
4. Detailed Approach

1.Introduction

This project utilizes data that closely mirrors the financial data of real Vietnamese enterprises. The goal is to develop financial metrics for companies operating in the financial sector. From these metrics, we aim to create reports and dashboards that provide a comprehensive and detailed overview of the company's revenue and expenses on a monthly basis. Additionally, the project includes reports on the performance of the sales team.

2.Result

A summary dashboard reporting monthly results in Power BI

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Detailed dashboards on overview , revenue and expenses

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Dashboards reporting the performance of the sales team

Tool&DataSet

Tool

• PostgreSQL
• Power Bi
• Excel

Dataset

• fact_kpi_month_dataraw
• fact_txn_month_dataraw
• fact_kpi_asm_dataraw

Detailed Approach

The project is processed and analyzed according to the flow below

Processing this project requires combining various business knowledge areas. I will explain in more detail below⬇

Coding DeTails Here