Financial Performance Dashboard: Power BI

Four-page Power BI financial performance dashboard built from the sales-data-analysis-sql dataset with 21 DAX measures, executive KPIs, profitability analysis, and budget tracking.

30-Second Scan

Area	What this project shows
BI workflow	Converts the SQL case-study dataset into an executive dashboard for revenue, profit, customers, products, and budget performance
Power BI skills	Data model, Power Query cleanup, DAX measures, KPI cards, drill-down pages, and management-style layout
Finance skills	Net revenue, gross profit, margin, AOV, discount impact, budget variance, and month-over-month reporting
Storytelling	Executive summary, category profitability, customer segment performance, and budget tracking views
Portfolio value	Connects SQL analysis to a finished Power BI reporting artifact

Dashboard Pages

Page	Focus
Executive Summary	Revenue, gross profit, margin, budget variance, and headline KPIs
Product Analysis	Category performance, revenue share, margin profile, and discount impact
Customer Analysis	Segment comparison, AOV, revenue contribution, and profitability
Budget Performance	Actual vs target revenue/profit and monthly variance review

Preview

Screenshots are stored in screenshots/. The PBIX file is available at Financial_Performance_Dashboard.pbix.

Key Findings

Finding	Result
Net revenue	Around $150K across 706 completed orders
Gross margin	28.77% overall in the dashboard model
Highest margin category	Beauty & Personal Care at about 74%
Revenue vs margin gap	Electronics drives high revenue but lower margin contribution
Budget hit rate	3 of 12 months met revenue targets
Best AOV segment	Corporate at about $360 average order value

Data Model

sales-data-analysis-sql/data/
    -> Power Query
    -> star-style model
       customers
       products
       orders
       order_items
       monthly_targets
    -> DAX measures
    -> Power BI report pages

DAX Measures

The dashboard includes 21 measures, documented in measures/dax_measures.txt, including:

• Net Revenue
• Gross Revenue
• Discount Amount
• Gross Profit
• Gross Margin %
• Average Order Value
• Revenue vs Budget
• Profit vs Budget
• Month-over-month change

How to Review

1. Download or clone this repository.
2. Open Financial_Performance_Dashboard.pbix in Power BI Desktop.
3. Review docs/dashboard_guide.md for page-by-page navigation.
4. Review the source SQL case study: sales-data-analysis-sql.

Validation

• Reconcile dashboard totals with the SQL companion project.
• Review DAX definitions in measures/dax_measures.txt.
• Confirm screenshots and PBIX are both present before using the repository as a portfolio artifact.

License

MIT License. See LICENSE.