Top 10 Power BI Dashboard Examples + Free Template
This article will explore the essential components of a P&L dashboard and provide a practical example to help you get started. Details are easily viewed by clicking on any section of the dashboard or in a detailed report. Without a centralized view of all activity and metrics, projects costs can skyrocket.
Organize the Data Source for the Excel Dashboard
Users can then use these initial insights to determine where to focus their efforts. This profitability dashboard provides a detailed sales and profit rolling forecast, allowing businesses to adjust prior-year (PY) sales and profit ratios for the rest of the year (RoY). It presents a structured financial outlook by comparing year-to-date (YTD) actuals, adjusted PY values, and current-year (CY) forecasts. The profit dashboard helps businesses analyze projected revenue and profitability trends across different categories and regions. This profit and loss dashboard provides a detailed breakdown of financial performance year-to-date through June 2017. It includes key economic metrics such as gross sales, cost of goods sold, gross profit, total expenses, and net profit.
Q1. Is Excel good for dashboards?
In my dataset, I have a more simplified table with all of the financial metrics in it, which makes it easy for me to run calculations. Deep dive into the CALCULATETABLE function in DAX to elevate your data analysis skills. In summary, downloading financial dashboard examples in Power BI is as easy as exploring Microsoft’s resources, and sharing them with others is just a few clicks away.
Books on Dashboard Design & Implementation
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This high concentration of production in specific regions increases market competition among exporters. In such a landscape, the palm oil business profitability is significantly affected by the strategies that companies employ to outperform their rivals and capture a larger market share. A good practice for efficient data storytelling is to design your dashboard beforehand.
And it uses these to compare sales between products, salespersons, regions, and more. This dashboard focuses on tracking sales across different areas of your business. This Excel dashboard template is a great tool to introduce into your retail business.
To build an effective P&L visualization and break down the structure, we recommend using a Sankey Diagram or a rotated waterfall chart. The customer satisfaction dashboard was built for the management of an airline company to help them understand insights collected from customer feedback surveys. In the current uncertain global economic landscape, turning to oil investments has become increasingly pertinent. The instability of currency exchange rates and economic unpredictabilities diminish the security of traditional investments.
Top 10 Power BI Dashboard Examples + Free Template
The logistics dashboard is used by logistics managers to help them understand the flow of goods. The report also provides a view by product, delivery method, and location for further insights. Create a profit and loss dashboard in minutes using a business intelligence tool. This guide will walk you through 6 steps to create a digital dashboard using Ajelix BI. Bold BI’s oil and gas wells summary dashboard provides an overview of KPIs such as total wells, gross vs net well count, and equipment downtime. The platform’s personalized approach guides beginners through their oil investment journey.
The modern dashboard is minimalist and clean, and a flat design is trendy nowadays. Additionally, applying shadows can be quite an effect since it highlights some areas of the dashboard and gives more depth. Since the point is to keep it simple, don’t overdo it and use it when you really need it. Designing a dashboard should be a well-thought process, but the end-user should see a simple data story with the main points highlighted and the points should be immediately clear. If this is not respected, more questions will arise about the dashboard itself rather than discussing the points that you’re trying to make and the story you’re trying to present. Not only will clutter fail to impact an audience positively, but it will also create the appearance that data is more complex than its true nature.
I don’t have to create a formula for these like I did for the individual ones since a lot of these row items already exist in my dataset. For example, if we go to Revenues, we’re just grabbing the values in my dataset that have revenues tied to it. Let’s go back to our dashboard and you’ll see that I’ve added that template to this table. I also made sure that it has been sorted correctly and that the row index is hidden.