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Financial Analytics Dashboard Power BI Business Insights and KPI Tracking I developed a Financial Analytics Dashboard to help businesses track performance, monitor KPIs, and make data-driven decisions. Key Features: Profit and Loss Analysis (Revenue, Cost, Net Profit) Budget vs Actual comparison Monthly and Year-to-Date (MTD/YTD) insights Job analysis (Active, Closed, Aging) Receivables and Payables tracking Interactive filters (Region, Country, Department, Currency, Year) Dashboard Insights: Operating Income and Net Profit After Tax Revenue vs Budget comparison Cost analysis with variance tracking Job performance and aging insights Financial health indicators (Receivables and Payables) Tools Used: Power BI, Excel, Data Modeling, DAX Outcome: Identify financial trends Track performance against budget Improve decision-making Monitor operational efficiency The dashboard includes trend analysis and KPI cards for quick business insights. I can build similar dashboards customized to your business needs.
Project ID: 40370245
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20 freelancers are bidding on average ₹21,050 INR for this job

I am an expert statistician, Research Writer, and data analyst with more than eight years of experience. I have full command of Excel analysis, SPSS, STATA, R LANGUAGE, AND PYTHON. I am an expert in creating time series prediction models, working with survey data, conducting marketing analysis, building estimators, and medical analysis. I am a perfect match for your project share other details of the work so I can start working on your project. Will complete task on time.
₹12,500 INR in 2 days
5.6
5.6

Hi there, I noticed you are showcasing a Financial Analytics Dashboard built in Power BI with features including Profit and Loss analysis, Budget vs Actual comparison, MTD/YTD insights, job analysis, receivables and payables tracking, and interactive filters. I have extensive experience building similar custom financial dashboards for businesses across various industries, including a recent project where I created a real time KPI dashboard for a manufacturing client that tracked revenue, cost variances, aging receivables, and job profitability, using DAX for dynamic measures and Excel for data modeling. I can build a tailored dashboard for your business needs, connecting to your data sources, implementing trend analysis and KPI cards, and delivering actionable insights. Let me know your data sources and key metrics you want to track. Best regards, Mobasher Reza
₹35,000 INR in 3 days
4.3
4.3

Hello, I will build your financial analytics dashboard in Power BI by connecting to your Excel data and establishing a clean data model. I will write custom calculations using DAX to track your profit and loss, revenue versus budget, and time based insights like MTD and YTD. The dashboard will include interactive visuals for monitoring job performance and aging, along with specific sections for receivables and payables. I will implement filters for region, department, and currency to ensure you can drill down into the data for strategic decision making. This solution will provide a unified view of your financial health across all key indicators. 1) What is the total volume of historical data I need to import from your Excel files? 2) Are there specific visual styles or brand colors I should use for the dashboard? 3) How often do you plan to update the source data for these reports? Thanks, Bharat
₹30,000 INR in 12 days
4.2
4.2

Dear Client, Greetings!! I have gone through the project description, and found that all of the mentioned requirements fall over my expertise, as I have hands-on experience on python, AI/ML, Data Science, software building, etc. I can build a clean and interactive Power BI financial dshboard with KPI tracking, budget vs actuals, and clear business insights. I focus on simple visuals and accurate DAX modeling to support better decision-making. could you share your data structure and key KPIs you want to prioritize? Also,do you need real-time data refresh or a static reporting dashboard?? I have been coding on Machine Learning and Data Science with python from past 7 years. I have the experience of working with 4 giant tech companies, including freelancing on upwork, fiverr and freelancer. Hope to hear from you soon!! Regards, Rojan
₹28,000 INR in 5 days
3.0
3.0

@SahyadriTech #SahyadriTech Completed Projects: 1. Hotel Booking Management & Tracking System (Excel + VBA Script) 2. Appsheet: ERP system for textile business 3. MNGL Gas Incident Tracker & Dashboard (Google Sheets + Google Data Studio) 4. Daily Expenses Tracker (Google Sheets) 5. Option Scalping Strategy Automation (Excel VBA) 6. Nifty50 Live Option Chain Dashboard (Google Sheets) 7. Binary Trading Sheet (Google Sheets) 8. Customer Data Cleaning & Sorting Tool (Excel VBA & Python) 9. Historical Stock Closing Price Analysis for 2,600 Stocks (Excel & Python) 10. Power Bi dashboard for F1 Car racing insights 11. GOLD Loan tracking in Google sheet and Google Data studio 12. Local Taxi Tracking System (Google Sheets + Google Data Studio) 13. Appsheet Milk Drivers wages and attendance system (Appsheet + Google sheet ) Key Highlights: 1. Pay only if satisfied with the work 2. Expert in Power BI, Excel, VBA Macros, Google Sheets, Google Apps Script, and Python 3. Experience in 3 American MNCs 4. Skilled in Data Analytics, Automation, and Visualization 5. Proficient in Statistical Analysis 6. Offer Long-Term Support for all projects 7. Quick Delivery with multiple revisions I can deliver any project related to Data Analytics, Automation, and Reporting with precision and reliability.
₹15,000 INR in 7 days
2.7
2.7

Hello, I’ve recently built a Financial Analytics Dashboard with P&L analysis, budget vs actual comparison, and KPI tracking—very similar to your requirement. I understand you need a clear and reliable way to monitor revenue, costs, and performance trends. I will structure your data properly, create accurate DAX measures (MTD/YTD, variance), and design a clean, interactive dashboard with filters for easy insights. The focus will be on making the dashboard fast, easy to use, and meaningful for decision-making—not just visuals. I can deliver this within 2–3 days and ensure everything matches your data accurately. Let’s connect so I can review your data and suggest the best approach. Best regards, Sudhir
₹12,500 INR in 3 days
2.5
2.5

Hi, I’ve built financial dashboards very similar to what you’re describing—focused on turning raw data into clear, decision-ready insights using Power BI and Excel. My approach is to go beyond visuals and build a strong data model underneath, so KPIs like Revenue, Cost, Net Profit, and Budget vs Actual are always accurate and easy to drill into. I design dashboards that combine high-level summaries (KPI cards, MTD/YTD trends) with deeper analysis like job performance, aging, and receivables/payables tracking. I can deliver: • Clean Profit & Loss views with variance analysis • Budget vs Actual tracking with clear visual cues • Interactive filters (region, department, currency, time) • Trend analysis for performance monitoring over time • Well-structured DAX measures for reliable calculations The end result is a dashboard that leadership can use instantly—clear, fast, and insightful without needing explanations. I’ve worked with similar financial reporting setups and can customize the dashboard to match your exact business structure and KPIs. Happy to share samples and get started right away. Regards, Taha
₹25,000 INR in 7 days
1.1
1.1

I can turn your financial data into a Power BI dashboard that doesn’t just look good—it highlights profit drivers, budget variances, and working-capital risks at a glance. I’m a strong fit for this project because I build dashboards around business decisions, not just visuals. Your scope—P&L, Budget vs Actual, MTD/YTD, job aging, receivables/payables, and multi-level filters—is exactly the kind of financial reporting I specialize in. Key strengths I bring: - Financial modeling in Power BI with clean Excel-to-dashboard data flow - DAX measures for revenue, cost, net profit, variance, and KPI tracking - Insight-focused design for trend analysis, aging, and operational performance I’ve delivered reporting solutions that help teams monitor financial health, spot exceptions early, and compare performance across regions, departments, and time periods. I’m comfortable working with Excel-based source data, building robust data models, and ensuring the dashboard is accurate, interactive, and easy to use. My approach: review your data structure, define KPI logic, build the data model, create the visuals and slicers, then refine the dashboard based on your feedback for clarity and decision usefulness. If you’d like, I can discuss your data sources and recommend the best dashboard structure for your business.
₹25,000 INR in 7 days
0.0
0.0

I build powerful, insight-driven Power BI dashboards that transform raw financial data into clear KPIs, trend analysis, and actionable business decisions—covering P&L, budget vs actuals, and performance tracking with intuitive visuals. I can customize this dashboard to perfectly match your business needs and data structure. Let’s turn your data into decisions—share your requirements and I’ll start building your dashboard today ??
₹12,500 INR in 2 days
0.0
0.0

Hi, I've built Financial Analytics Dashboards exactly like what you're describing — and I know how much of a difference it makes when your team can actually see where the money is going, how you're tracking against budget, and which jobs are aging before they become a problem. Here's what I'd deliver for you: • A clean P&L view — Revenue, Cost, and Net Profit at a glance • Budget vs Actual comparisons so you're never surprised at month-end • MTD and YTD tracking so trends are always visible • Receivables and Payables monitoring to keep cash flow healthy • Interactive filters by Region, Department, Currency and more — so every team sees what's relevant to them No more digging through spreadsheets. Just open the dashboard and know exactly where your business stands. I work in Power BI with Excel and DAX, and I customise everything to fit your data and reporting needs — not a generic template. Could you share a bit more about your business and what data you're currently working with? I'd love to build something that actually moves the needle for you.
₹13,000 INR in 7 days
0.0
0.0

Dear Hiring Manager, I am highly interested in developing your Financial Analytics Dashboard. As a Master's student in Data Science and Analytics at EPITA School of Engineering and Computer Science in Paris, I bring a strong technical foundation and proven expertise in Power BI, DAX, and sophisticated Data Modeling. I have previously built customized financial dashboards that precisely mirror your required features. My expertise lies in transforming complex financial data into interactive, actionable insights. I have hands-on experience designing intuitive tracking systems for Profit and Loss analysis, Budget vs. Actual variance, and comprehensive MTD/YTD metrics. I am highly proficient in writing advanced DAX measures to accurately calculate Operating Income, Net Profit, and meticulously monitor job aging and receivables/payables. Combining my advanced academic training with my specialized Data Analytics certification, I ensure structurally sound, automated data models behind visually compelling interfaces. I know exactly how to implement dynamic, interactive filters across Regions, Departments, and Currencies to empower your executive decision-making. I am meticulous, highly responsive, and ready to begin architecting your customized dashboard immediately to help you seamlessly track your business performance and KPIs. Let's discuss your specific data sources so we can get started right away. Sincerely, Meet Sharadkumar Patel
₹20,000 INR in 5 days
0.0
0.0

Your requirement aligns well with building a financial dashboard that is not just visual, but decision-focused. I can help structure a Power BI dashboard that clearly tracks KPIs like profit, budget vs actuals, receivables/payables, and overall financial health. I’ll focus on creating a clean data model and intuitive visuals so users can easily navigate MTD/YTD performance, variance analysis, and job-level insights. The goal is to make the dashboard both analytical and easy for management to interpret at a glance. I’ve worked on similar financial dashboards using Power BI, Excel, and DAX, ensuring accurate calculations and meaningful insights rather than just charts. Happy to review your current dataset and suggest an optimal dashboard structure before we begin.
₹12,500 INR in 7 days
0.0
0.0

Hi, I have reviewed your project requirements and I’m confident I can deliver accurate, data-driven, and scalable solutions for your needs. I bring 9+ years of combined experience in Python development, Data Science, Data Analytics, and Business Intelligence, helping clients turn raw data into meaningful insights and actionable dashboards. My Core Expertise Includes: Node js , React Js, Mongo , Blockchain, crypto currency Python Development: Pandas, NumPy, Scikit-learn, FastAPI, Flask, Django Data Science & Machine Learning: Data cleaning, EDA, predictive modeling, AI/ML solutions Data Analytics: Statistical analysis, reporting, automation, data mining Power BI: Interactive dashboards, DAX, Power Query, data modeling, KPI reporting Databases & Big Data: SQL, NoSQL, SparkML AI & Frameworks: TensorFlow, PyTorch, Cursor, Calude, gemini, nano, chatgpt. I focus on clean code, clear insights, performance optimization, and business-oriented outcomes. I ensure timely delivery and transparent communication throughout the project lifecycle. Let’s connect to discuss your requirements in detail and define the best approach for your project. Looking forward to working with you. Regards, Anju Logical Soft Tech Pvt Ltd, Indore(M.P)
₹25,000 INR in 7 days
0.0
0.0

I’ve reviewed your project scope, and it aligns perfectly with my background in Financial Analytics and Decision Science. I specialize in transforming fragmented Excel data into "Executive-Ready" dashboards where the focus is on clarity, accuracy, and actionable insights.
₹20,000 INR in 7 days
0.0
0.0

Mumbai, India
Member since Apr 8, 2026
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