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Dashboard case study
Financial Performance Overview
A Power BI finance sample for sales, profit, margin, discounts, and monthly change.
Business question
Where is financial performance improving or under pressure?
Power BIFinanceProfitabilityPerformance
At a glance
KPIs
Total sales, Total profit, Profit margin %, Discount %
Filters
Country, Segment, Product
Tools
Power BI, DAX, Power Query, Finance analytics
What it shows
Single-page finance dashboard with KPI cards, product mix, discount-band profit, monthly sales, and detail matrix.
- KPI cards with compact sparklines
- Product mix donut chart
- Profit by discount band chart
Main insights
Strong finance view with clear KPIs and useful detail. Next pass: reduce density, align hierarchy, and simplify the matrix.
- Profit can be negative despite strong sales
- Discount bands reveal profit leakage
- Product mix helps explain margin pressure
Shows sales, margin, discounting, and profit drivers in one finance view.
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