A financial organization wants to build an interactive Finance Analytics Dashboard in Power BI to monitor and analyze overall financial transactions, customer behavior, fees, taxes, and transaction performance across different business segments and regions.
The management team faces challenges in tracking:
- Overall transaction growth and financial performance
- Monthly trends in transaction amounts
- Successful vs failed transactions
- Customer segment contribution
- State-wise financial performance
- Transaction type profitability
- Gender-based customer analysis
- Year-over-Year (YoY) performance changes
The objective of this dashboard is to provide a centralized analytical solution that helps stakeholders:
- Monitor KPIs in real time
- Identify high-performing customer segments and states
- Analyze transaction patterns and trends
- Track operational fees and taxes
- Understand customer demographics
- Improve financial decision-making and business strategy
- The dashboard should allow users to dynamically filter data by:
- Year
- Dynamic Measure
- Occupation
- Category
and provide detailed visual insights for business analysis.
- Screenshot
- Create a detailed grid view and drill down for underlying records as well.
- Screenshot
