Financial Dashboard

Context

Numbers don't lie, but they are often difficult to unravel. Bringing together financial data shouldn't be a puzzle. Our data flows for the Finance Dashboard bring structure and clarity. Profit, costs, forecasts – everything in one place, clearly presented and directly usable. Budget discussions become fact-based and constructive. This is not just a reporting tool but a reliable compass for financial decisions.

What we do

Our solution integrates financial data from multiple sources into a central, actionable dashboard:

• Retrieval of P&L data and bookings: Monthly retrieval of profit and loss statements, individual bookings and cost centre structures from the finance and accounting system.

• Integration of rolling forecasts: Quarterly retrieval of rolling forecasts per company to compare planned and actual figures.

• Data normalisation: Consolidation of all data into a unified, normalised table (e.g., in Google Sheets) to ensure consistency and comparability.

• Dashboard provisioning: The prepared data serves as the foundation for the Finance Dashboard, enabling management to:

  • View consolidated sales, costs, results and profits.

  • Direct comparison of actual figures and forecasts.

  • Filter by company, period, and forecast type.

• Informed budget discussions: A transparent, standardised and robust data foundation for informed decisions at all levels.

Benefits

The solution significantly improves transparency, efficiency and decision quality:

Efficiency gains:

• Automated data flows: Extraction, transformation, and provision of financial data run automatically.

• Simplified reporting: The dashboard is reliably updated without manual effort.

Transparency & Insights:

• Comprehensive financial overview: A consistent view of financial performance across all companies.

• Reliable comparisons: Clear contrast between planning and reality enhances financial accountability.

Flexibility & Scalability:

• Dynamic filtering options: Evaluations by company, period, or forecast type are possible at any time.

• Scalable design: Growing data volumes and new requirements can be managed without structural changes.

User experience:

• Better budget discussions: Executives work with clear, consistent figures instead of assumptions.

• Relief for finance teams: Less manual preparation, more focus on analysis and planning.