financail dashboard

Total Budget by Group:

Displays the distribution of financial groups, including Current Assets, Fixed Assets, Shareholder’s Equity, Current Liabilities, and Non-Current Liabilities.

Uses a treemap chart to provide a visual representation of financial allocation.

Budget and Amount by Month:

Shows a comparative analysis of budget versus actual amount for each month.

Uses a combination of bar and line charts to highlight trends and deviations.

Total Amount by Group:

A bar chart displaying the total amount categorized by financial group.

Differentiates between increase and decrease in values to track financial growth.

Amount by Balance Group:

A horizontal bar chart illustrating amounts distributed across different financial groups.

Helps in understanding major contributors to financial standing.

# Accounts by Income Category:

A bar chart showing the number of accounts categorized by income classification.

Includes Expense, Cost of Revenue, and Revenue categories for financial assessment.

Total Budget and Total Amount by Date:

Displays key financial figures, including total budget and actual total amount achieved.

Highlights variance against financial goals.

Total Amount by Group (Pie Chart):

A pie chart representation of financial amounts distributed across major groups.

Provides a quick glance at budget proportioning.

Total Amount and Total Budget by Budget:

A scatter plot visualizing the relationship between total amount and total budget.

Identifies trends and outliers in budget allocation.

Interactivity and Filters:

Users can filter data based on Month, Entity, Group, and Income Category.

Enhances usability by allowing focused financial analysis based on specific parameters.

Key Financial Metrics:

155 Accounts: Total number of financial accounts analyzed.

4 Entities: Financial data is segmented across four entities.

102% Liquidity: Liquidity metric showcasing financial flexibility.

$96.86K Forecast: Forecasted financial performance.

$84M Total Budget: Allocated financial budget.

$693M Total Amount: Total actual financial figure achieved.

$342.95M Highest Category Amount: Highest financial allocation in a specific category.