SlideShare a Scribd company logo
How to Create Financial
Analytics Dashboards
for Banks and
Accounting Services
www.datatobiz.com
What are your business goals? What do you want to achieve this fiscal
year? Are there any long-term plans? The dashboard is designed based
on the metrics you want to measure and track.
1. Start With Your Goals
www.datatobiz.com
It’s not surprising for a bank to have several metrics to monitor its growth
and performance. However, adding all those to the dashboard will cause
more confusion than providing any help. Shortlist the essential metrics to
be directly displayed on the dashboard. The rest can be included in the
filters and used whenever necessary.
2. Finalize the Metrics
www.datatobiz.com
The aim of creating a Power BI finance dashboard is to monitor the
establishment’s performance. From day-to-day activities to overall health,
you need to consider creating visualizations for each of them.
3. Monitor and Report Performance
www.datatobiz.com
The dashboard displays data visualizations in real-time. How do you want
the reports to show up on the interface? Choose the layout, types of
graphs, and their positions to provide you with the necessary information
in just one glance. You should find what you want simply by looking at the
dashboard.
4. Create Data Visualization
www.datatobiz.com
How often do you want to run analytics in your bank? Monthly, quarterly,
or semi-annually? You can set up the frequency to automate the process
using Power BI. The dashboard will directly provide you with the reports
based on the parameters you defined. The frequency of reports is also
decided based on your budget.
5. Setup the Frequency for Reports
www.datatobiz.com
The primary aim of using financial dashboards is to increase customer
satisfaction and thereby generate more profit. Your metrics and filters
should align with your ultimate goal of enhancing the customer
experience.
6. Emphasize Customer Experience
www.datatobiz.com
The Power BI dashboard is highly customizable and can be created as per
your requirements. However, it’s not recommended to clutter the
dashboard with too many reports at once.
7. Don’t Clutter the Dashboard
www.datatobiz.com
Gross Profit Margin
Net Profit
Net Profit Margin
Account Receivables
Current Ratio
Important aspects to include in the
financial analytics dashboard
www.datatobiz.com
Read the full article


https://www.datatobiz.com/blog/create-
financial-analytics-dashboards/
www.datatobiz.com

More Related Content

Similar to How to Create Financial Analytics Dashboards for Banks and Accounting Services

Create a balanced scorecard
Create a balanced scorecardCreate a balanced scorecard
Create a balanced scorecard
Steve Xu
 
Power bi implementation for finance services firms
Power bi implementation for finance services firmsPower bi implementation for finance services firms
Power bi implementation for finance services firms
addendanalytics
 
How to Maximize Quickbooks (Retired Version)
How to Maximize Quickbooks (Retired Version)How to Maximize Quickbooks (Retired Version)
How to Maximize Quickbooks (Retired Version)
Lean Teams
 
What is BI Testing and The Importance of BI Report Testing
What is BI Testing and The Importance of BI Report TestingWhat is BI Testing and The Importance of BI Report Testing
What is BI Testing and The Importance of BI Report Testing
Torana, Inc.
 
Microsoft Dynamics 365 Business Central Capability Guide
Microsoft Dynamics 365 Business Central Capability GuideMicrosoft Dynamics 365 Business Central Capability Guide
Microsoft Dynamics 365 Business Central Capability Guide
Dynamics Square
 
水晶易表Dashboard Webinar 20 May 2009 Print
水晶易表Dashboard Webinar 20 May 2009 Print水晶易表Dashboard Webinar 20 May 2009 Print
水晶易表Dashboard Webinar 20 May 2009 Print
zhaoguang721
 
How to create an analytics dashboard (with examples).pdf
How to create an analytics dashboard (with examples).pdfHow to create an analytics dashboard (with examples).pdf
How to create an analytics dashboard (with examples).pdf
WebMaxy
 
Smarter BI for SMBs
Smarter BI for SMBsSmarter BI for SMBs
Smarter BI for SMBs
Hari Menon
 
Why Power BI Doc.pdf
Why Power BI Doc.pdfWhy Power BI Doc.pdf
Why Power BI Doc.pdf
FuiMengLiew1
 
Keeping itreal final
Keeping itreal finalKeeping itreal final
Keeping itreal final
Blackbaud
 
Why BI is important for C-Level Executives in BFSI
Why BI is important for C-Level Executives in BFSIWhy BI is important for C-Level Executives in BFSI
Why BI is important for C-Level Executives in BFSI
Kavika Roy
 
Jade Global Financial Dashboard
Jade Global Financial DashboardJade Global Financial Dashboard
Jade Global Financial Dashboard
Jade Global
 
The Ideal A/R Dashboard: 5 Reporting Dashboards Required for Every Credit and...
The Ideal A/R Dashboard: 5 Reporting Dashboards Required for Every Credit and...The Ideal A/R Dashboard: 5 Reporting Dashboards Required for Every Credit and...
The Ideal A/R Dashboard: 5 Reporting Dashboards Required for Every Credit and...
WilliamJames346254
 
Power bi dashboard vs report
Power bi dashboard vs reportPower bi dashboard vs report
Power bi dashboard vs report
minatibiswal1
 
SharePoint PerformancePoint 101
SharePoint PerformancePoint 101SharePoint PerformancePoint 101
SharePoint PerformancePoint 101
Matthew Carter
 
Features and Benefits of Power BI
Features and Benefits of Power BIFeatures and Benefits of Power BI
Features and Benefits of Power BI
Ravendra Singh
 
BARC BI - SCORE 2015
BARC BI - SCORE 2015BARC BI - SCORE 2015
BARC BI - SCORE 2015
Rollup Consulting
 
Content Marketing Analytics - What you should really be doing... and probably...
Content Marketing Analytics - What you should really be doing... and probably...Content Marketing Analytics - What you should really be doing... and probably...
Content Marketing Analytics - What you should really be doing... and probably...
DigitalMarketingShow
 
Understand Business Intelligence and Your Bottom Line
Understand Business Intelligence and Your Bottom LineUnderstand Business Intelligence and Your Bottom Line
Understand Business Intelligence and Your Bottom Line
Hoàng Việt
 
Content marketing analytics: what you should really be doing
Content marketing analytics: what you should really be doingContent marketing analytics: what you should really be doing
Content marketing analytics: what you should really be doing
Daniel Smulevich
 

Similar to How to Create Financial Analytics Dashboards for Banks and Accounting Services (20)

Create a balanced scorecard
Create a balanced scorecardCreate a balanced scorecard
Create a balanced scorecard
 
Power bi implementation for finance services firms
Power bi implementation for finance services firmsPower bi implementation for finance services firms
Power bi implementation for finance services firms
 
How to Maximize Quickbooks (Retired Version)
How to Maximize Quickbooks (Retired Version)How to Maximize Quickbooks (Retired Version)
How to Maximize Quickbooks (Retired Version)
 
What is BI Testing and The Importance of BI Report Testing
What is BI Testing and The Importance of BI Report TestingWhat is BI Testing and The Importance of BI Report Testing
What is BI Testing and The Importance of BI Report Testing
 
Microsoft Dynamics 365 Business Central Capability Guide
Microsoft Dynamics 365 Business Central Capability GuideMicrosoft Dynamics 365 Business Central Capability Guide
Microsoft Dynamics 365 Business Central Capability Guide
 
水晶易表Dashboard Webinar 20 May 2009 Print
水晶易表Dashboard Webinar 20 May 2009 Print水晶易表Dashboard Webinar 20 May 2009 Print
水晶易表Dashboard Webinar 20 May 2009 Print
 
How to create an analytics dashboard (with examples).pdf
How to create an analytics dashboard (with examples).pdfHow to create an analytics dashboard (with examples).pdf
How to create an analytics dashboard (with examples).pdf
 
Smarter BI for SMBs
Smarter BI for SMBsSmarter BI for SMBs
Smarter BI for SMBs
 
Why Power BI Doc.pdf
Why Power BI Doc.pdfWhy Power BI Doc.pdf
Why Power BI Doc.pdf
 
Keeping itreal final
Keeping itreal finalKeeping itreal final
Keeping itreal final
 
Why BI is important for C-Level Executives in BFSI
Why BI is important for C-Level Executives in BFSIWhy BI is important for C-Level Executives in BFSI
Why BI is important for C-Level Executives in BFSI
 
Jade Global Financial Dashboard
Jade Global Financial DashboardJade Global Financial Dashboard
Jade Global Financial Dashboard
 
The Ideal A/R Dashboard: 5 Reporting Dashboards Required for Every Credit and...
The Ideal A/R Dashboard: 5 Reporting Dashboards Required for Every Credit and...The Ideal A/R Dashboard: 5 Reporting Dashboards Required for Every Credit and...
The Ideal A/R Dashboard: 5 Reporting Dashboards Required for Every Credit and...
 
Power bi dashboard vs report
Power bi dashboard vs reportPower bi dashboard vs report
Power bi dashboard vs report
 
SharePoint PerformancePoint 101
SharePoint PerformancePoint 101SharePoint PerformancePoint 101
SharePoint PerformancePoint 101
 
Features and Benefits of Power BI
Features and Benefits of Power BIFeatures and Benefits of Power BI
Features and Benefits of Power BI
 
BARC BI - SCORE 2015
BARC BI - SCORE 2015BARC BI - SCORE 2015
BARC BI - SCORE 2015
 
Content Marketing Analytics - What you should really be doing... and probably...
Content Marketing Analytics - What you should really be doing... and probably...Content Marketing Analytics - What you should really be doing... and probably...
Content Marketing Analytics - What you should really be doing... and probably...
 
Understand Business Intelligence and Your Bottom Line
Understand Business Intelligence and Your Bottom LineUnderstand Business Intelligence and Your Bottom Line
Understand Business Intelligence and Your Bottom Line
 
Content marketing analytics: what you should really be doing
Content marketing analytics: what you should really be doingContent marketing analytics: what you should really be doing
Content marketing analytics: what you should really be doing
 

More from Kavika Roy

Top 5 Travel Analytics Solutions Companies.pptx
Top 5 Travel Analytics Solutions Companies.pptxTop 5 Travel Analytics Solutions Companies.pptx
Top 5 Travel Analytics Solutions Companies.pptx
Kavika Roy
 
Transforming Hotel Data Analytics with a Resilient Datawarehouse.pptx
Transforming Hotel Data Analytics with a Resilient Datawarehouse.pptxTransforming Hotel Data Analytics with a Resilient Datawarehouse.pptx
Transforming Hotel Data Analytics with a Resilient Datawarehouse.pptx
Kavika Roy
 
6 Top Real Estate Managed Analytics Service Providers.pptx
6 Top Real Estate Managed Analytics Service Providers.pptx6 Top Real Estate Managed Analytics Service Providers.pptx
6 Top Real Estate Managed Analytics Service Providers.pptx
Kavika Roy
 
Top Manufacturing Analytics solutions providers for US Startups.pptx
Top Manufacturing Analytics solutions providers for US Startups.pptxTop Manufacturing Analytics solutions providers for US Startups.pptx
Top Manufacturing Analytics solutions providers for US Startups.pptx
Kavika Roy
 
Top 10 Analytics & BI Consultants in Manufacturing.pptx
Top 10 Analytics & BI Consultants in Manufacturing.pptxTop 10 Analytics & BI Consultants in Manufacturing.pptx
Top 10 Analytics & BI Consultants in Manufacturing.pptx
Kavika Roy
 
Top 5 data warehousing consulting companies for US travel and tourism.pptx
Top 5 data warehousing consulting companies for US travel and tourism.pptxTop 5 data warehousing consulting companies for US travel and tourism.pptx
Top 5 data warehousing consulting companies for US travel and tourism.pptx
Kavika Roy
 
6 Top UK Real Estate Analytics Firms.pptx
6 Top UK Real Estate Analytics Firms.pptx6 Top UK Real Estate Analytics Firms.pptx
6 Top UK Real Estate Analytics Firms.pptx
Kavika Roy
 
eCommerce Managed Analytics companies.pptx
eCommerce Managed Analytics companies.pptxeCommerce Managed Analytics companies.pptx
eCommerce Managed Analytics companies.pptx
Kavika Roy
 
10 Common myths in affiliate marketing.pptx
10 Common myths in affiliate marketing.pptx10 Common myths in affiliate marketing.pptx
10 Common myths in affiliate marketing.pptx
Kavika Roy
 
Real world Examples of AI Products in action
Real world Examples of AI Products in actionReal world Examples of AI Products in action
Real world Examples of AI Products in action
Kavika Roy
 
Mastering Affiliate Marketing- A Strategic Journey (1).pptx
Mastering Affiliate Marketing- A Strategic Journey (1).pptxMastering Affiliate Marketing- A Strategic Journey (1).pptx
Mastering Affiliate Marketing- A Strategic Journey (1).pptx
Kavika Roy
 
Building AI product from Scratch for C-level Executives
Building AI product from Scratch for C-level ExecutivesBuilding AI product from Scratch for C-level Executives
Building AI product from Scratch for C-level Executives
Kavika Roy
 
"2024 Side Hustles: Diversify Income, Monetize Passion!"
"2024 Side Hustles: Diversify Income, Monetize Passion!""2024 Side Hustles: Diversify Income, Monetize Passion!"
"2024 Side Hustles: Diversify Income, Monetize Passion!"
Kavika Roy
 
What are the Six Big Losses in OEE? - By DataToBiz
What are the Six Big Losses in OEE? - By DataToBizWhat are the Six Big Losses in OEE? - By DataToBiz
What are the Six Big Losses in OEE? - By DataToBiz
Kavika Roy
 
Types of Data Engineering Services - By DataToBiz
Types of Data Engineering Services - By DataToBizTypes of Data Engineering Services - By DataToBiz
Types of Data Engineering Services - By DataToBiz
Kavika Roy
 
Top Business Intelligence Trends - By DataToBiz
Top Business Intelligence Trends - By DataToBizTop Business Intelligence Trends - By DataToBiz
Top Business Intelligence Trends - By DataToBiz
Kavika Roy
 
How to use PrepAI to Generate HOTS Questions? - By PrepAI
How to use PrepAI to Generate HOTS Questions? - By PrepAIHow to use PrepAI to Generate HOTS Questions? - By PrepAI
How to use PrepAI to Generate HOTS Questions? - By PrepAI
Kavika Roy
 
5 Ways to Develop Metacognitive Skills - By PrepAI
5 Ways to Develop Metacognitive Skills - By PrepAI5 Ways to Develop Metacognitive Skills - By PrepAI
5 Ways to Develop Metacognitive Skills - By PrepAI
Kavika Roy
 
Methods to Upskill and Reskill Your Employees.pdf
Methods to Upskill and Reskill Your Employees.pdfMethods to Upskill and Reskill Your Employees.pdf
Methods to Upskill and Reskill Your Employees.pdf
Kavika Roy
 
Common eLearning Challenges and Solutions- By PrepAI
Common eLearning Challenges and Solutions- By PrepAICommon eLearning Challenges and Solutions- By PrepAI
Common eLearning Challenges and Solutions- By PrepAI
Kavika Roy
 

More from Kavika Roy (20)

Top 5 Travel Analytics Solutions Companies.pptx
Top 5 Travel Analytics Solutions Companies.pptxTop 5 Travel Analytics Solutions Companies.pptx
Top 5 Travel Analytics Solutions Companies.pptx
 
Transforming Hotel Data Analytics with a Resilient Datawarehouse.pptx
Transforming Hotel Data Analytics with a Resilient Datawarehouse.pptxTransforming Hotel Data Analytics with a Resilient Datawarehouse.pptx
Transforming Hotel Data Analytics with a Resilient Datawarehouse.pptx
 
6 Top Real Estate Managed Analytics Service Providers.pptx
6 Top Real Estate Managed Analytics Service Providers.pptx6 Top Real Estate Managed Analytics Service Providers.pptx
6 Top Real Estate Managed Analytics Service Providers.pptx
 
Top Manufacturing Analytics solutions providers for US Startups.pptx
Top Manufacturing Analytics solutions providers for US Startups.pptxTop Manufacturing Analytics solutions providers for US Startups.pptx
Top Manufacturing Analytics solutions providers for US Startups.pptx
 
Top 10 Analytics & BI Consultants in Manufacturing.pptx
Top 10 Analytics & BI Consultants in Manufacturing.pptxTop 10 Analytics & BI Consultants in Manufacturing.pptx
Top 10 Analytics & BI Consultants in Manufacturing.pptx
 
Top 5 data warehousing consulting companies for US travel and tourism.pptx
Top 5 data warehousing consulting companies for US travel and tourism.pptxTop 5 data warehousing consulting companies for US travel and tourism.pptx
Top 5 data warehousing consulting companies for US travel and tourism.pptx
 
6 Top UK Real Estate Analytics Firms.pptx
6 Top UK Real Estate Analytics Firms.pptx6 Top UK Real Estate Analytics Firms.pptx
6 Top UK Real Estate Analytics Firms.pptx
 
eCommerce Managed Analytics companies.pptx
eCommerce Managed Analytics companies.pptxeCommerce Managed Analytics companies.pptx
eCommerce Managed Analytics companies.pptx
 
10 Common myths in affiliate marketing.pptx
10 Common myths in affiliate marketing.pptx10 Common myths in affiliate marketing.pptx
10 Common myths in affiliate marketing.pptx
 
Real world Examples of AI Products in action
Real world Examples of AI Products in actionReal world Examples of AI Products in action
Real world Examples of AI Products in action
 
Mastering Affiliate Marketing- A Strategic Journey (1).pptx
Mastering Affiliate Marketing- A Strategic Journey (1).pptxMastering Affiliate Marketing- A Strategic Journey (1).pptx
Mastering Affiliate Marketing- A Strategic Journey (1).pptx
 
Building AI product from Scratch for C-level Executives
Building AI product from Scratch for C-level ExecutivesBuilding AI product from Scratch for C-level Executives
Building AI product from Scratch for C-level Executives
 
"2024 Side Hustles: Diversify Income, Monetize Passion!"
"2024 Side Hustles: Diversify Income, Monetize Passion!""2024 Side Hustles: Diversify Income, Monetize Passion!"
"2024 Side Hustles: Diversify Income, Monetize Passion!"
 
What are the Six Big Losses in OEE? - By DataToBiz
What are the Six Big Losses in OEE? - By DataToBizWhat are the Six Big Losses in OEE? - By DataToBiz
What are the Six Big Losses in OEE? - By DataToBiz
 
Types of Data Engineering Services - By DataToBiz
Types of Data Engineering Services - By DataToBizTypes of Data Engineering Services - By DataToBiz
Types of Data Engineering Services - By DataToBiz
 
Top Business Intelligence Trends - By DataToBiz
Top Business Intelligence Trends - By DataToBizTop Business Intelligence Trends - By DataToBiz
Top Business Intelligence Trends - By DataToBiz
 
How to use PrepAI to Generate HOTS Questions? - By PrepAI
How to use PrepAI to Generate HOTS Questions? - By PrepAIHow to use PrepAI to Generate HOTS Questions? - By PrepAI
How to use PrepAI to Generate HOTS Questions? - By PrepAI
 
5 Ways to Develop Metacognitive Skills - By PrepAI
5 Ways to Develop Metacognitive Skills - By PrepAI5 Ways to Develop Metacognitive Skills - By PrepAI
5 Ways to Develop Metacognitive Skills - By PrepAI
 
Methods to Upskill and Reskill Your Employees.pdf
Methods to Upskill and Reskill Your Employees.pdfMethods to Upskill and Reskill Your Employees.pdf
Methods to Upskill and Reskill Your Employees.pdf
 
Common eLearning Challenges and Solutions- By PrepAI
Common eLearning Challenges and Solutions- By PrepAICommon eLearning Challenges and Solutions- By PrepAI
Common eLearning Challenges and Solutions- By PrepAI
 

Recently uploaded

ViewShift: Hassle-free Dynamic Policy Enforcement for Every Data Lake
ViewShift: Hassle-free Dynamic Policy Enforcement for Every Data LakeViewShift: Hassle-free Dynamic Policy Enforcement for Every Data Lake
ViewShift: Hassle-free Dynamic Policy Enforcement for Every Data Lake
Walaa Eldin Moustafa
 
Predictably Improve Your B2B Tech Company's Performance by Leveraging Data
Predictably Improve Your B2B Tech Company's Performance by Leveraging DataPredictably Improve Your B2B Tech Company's Performance by Leveraging Data
Predictably Improve Your B2B Tech Company's Performance by Leveraging Data
Kiwi Creative
 
4th Modern Marketing Reckoner by MMA Global India & Group M: 60+ experts on W...
4th Modern Marketing Reckoner by MMA Global India & Group M: 60+ experts on W...4th Modern Marketing Reckoner by MMA Global India & Group M: 60+ experts on W...
4th Modern Marketing Reckoner by MMA Global India & Group M: 60+ experts on W...
Social Samosa
 
Intelligence supported media monitoring in veterinary medicine
Intelligence supported media monitoring in veterinary medicineIntelligence supported media monitoring in veterinary medicine
Intelligence supported media monitoring in veterinary medicine
AndrzejJarynowski
 
writing report business partner b1+ .pdf
writing report business partner b1+ .pdfwriting report business partner b1+ .pdf
writing report business partner b1+ .pdf
VyNguyen709676
 
Orchestrating the Future: Navigating Today's Data Workflow Challenges with Ai...
Orchestrating the Future: Navigating Today's Data Workflow Challenges with Ai...Orchestrating the Future: Navigating Today's Data Workflow Challenges with Ai...
Orchestrating the Future: Navigating Today's Data Workflow Challenges with Ai...
Kaxil Naik
 
一比一原版(harvard毕业证书)哈佛大学毕业证如何办理
一比一原版(harvard毕业证书)哈佛大学毕业证如何办理一比一原版(harvard毕业证书)哈佛大学毕业证如何办理
一比一原版(harvard毕业证书)哈佛大学毕业证如何办理
taqyea
 
一比一原版(CU毕业证)卡尔顿大学毕业证如何办理
一比一原版(CU毕业证)卡尔顿大学毕业证如何办理一比一原版(CU毕业证)卡尔顿大学毕业证如何办理
一比一原版(CU毕业证)卡尔顿大学毕业证如何办理
bmucuha
 
在线办理(英国UCA毕业证书)创意艺术大学毕业证在读证明一模一样
在线办理(英国UCA毕业证书)创意艺术大学毕业证在读证明一模一样在线办理(英国UCA毕业证书)创意艺术大学毕业证在读证明一模一样
在线办理(英国UCA毕业证书)创意艺术大学毕业证在读证明一模一样
v7oacc3l
 
一比一原版(UCSB文凭证书)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB文凭证书)圣芭芭拉分校毕业证如何办理一比一原版(UCSB文凭证书)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB文凭证书)圣芭芭拉分校毕业证如何办理
nuttdpt
 
一比一原版(Unimelb毕业证书)墨尔本大学毕业证如何办理
一比一原版(Unimelb毕业证书)墨尔本大学毕业证如何办理一比一原版(Unimelb毕业证书)墨尔本大学毕业证如何办理
一比一原版(Unimelb毕业证书)墨尔本大学毕业证如何办理
xclpvhuk
 
Palo Alto Cortex XDR presentation .......
Palo Alto Cortex XDR presentation .......Palo Alto Cortex XDR presentation .......
Palo Alto Cortex XDR presentation .......
Sachin Paul
 
原版制作(unimelb毕业证书)墨尔本大学毕业证Offer一模一样
原版制作(unimelb毕业证书)墨尔本大学毕业证Offer一模一样原版制作(unimelb毕业证书)墨尔本大学毕业证Offer一模一样
原版制作(unimelb毕业证书)墨尔本大学毕业证Offer一模一样
ihavuls
 
一比一原版(UCSF文凭证书)旧金山分校毕业证如何办理
一比一原版(UCSF文凭证书)旧金山分校毕业证如何办理一比一原版(UCSF文凭证书)旧金山分校毕业证如何办理
一比一原版(UCSF文凭证书)旧金山分校毕业证如何办理
nuttdpt
 
原版一比一弗林德斯大学毕业证(Flinders毕业证书)如何办理
原版一比一弗林德斯大学毕业证(Flinders毕业证书)如何办理原版一比一弗林德斯大学毕业证(Flinders毕业证书)如何办理
原版一比一弗林德斯大学毕业证(Flinders毕业证书)如何办理
a9qfiubqu
 
一比一原版(UO毕业证)渥太华大学毕业证如何办理
一比一原版(UO毕业证)渥太华大学毕业证如何办理一比一原版(UO毕业证)渥太华大学毕业证如何办理
一比一原版(UO毕业证)渥太华大学毕业证如何办理
aqzctr7x
 
The Ipsos - AI - Monitor 2024 Report.pdf
The  Ipsos - AI - Monitor 2024 Report.pdfThe  Ipsos - AI - Monitor 2024 Report.pdf
The Ipsos - AI - Monitor 2024 Report.pdf
Social Samosa
 
Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You...
Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You...Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You...
Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You...
Aggregage
 
Challenges of Nation Building-1.pptx with more important
Challenges of Nation Building-1.pptx with more importantChallenges of Nation Building-1.pptx with more important
Challenges of Nation Building-1.pptx with more important
Sm321
 
Open Source Contributions to Postgres: The Basics POSETTE 2024
Open Source Contributions to Postgres: The Basics POSETTE 2024Open Source Contributions to Postgres: The Basics POSETTE 2024
Open Source Contributions to Postgres: The Basics POSETTE 2024
ElizabethGarrettChri
 

Recently uploaded (20)

ViewShift: Hassle-free Dynamic Policy Enforcement for Every Data Lake
ViewShift: Hassle-free Dynamic Policy Enforcement for Every Data LakeViewShift: Hassle-free Dynamic Policy Enforcement for Every Data Lake
ViewShift: Hassle-free Dynamic Policy Enforcement for Every Data Lake
 
Predictably Improve Your B2B Tech Company's Performance by Leveraging Data
Predictably Improve Your B2B Tech Company's Performance by Leveraging DataPredictably Improve Your B2B Tech Company's Performance by Leveraging Data
Predictably Improve Your B2B Tech Company's Performance by Leveraging Data
 
4th Modern Marketing Reckoner by MMA Global India & Group M: 60+ experts on W...
4th Modern Marketing Reckoner by MMA Global India & Group M: 60+ experts on W...4th Modern Marketing Reckoner by MMA Global India & Group M: 60+ experts on W...
4th Modern Marketing Reckoner by MMA Global India & Group M: 60+ experts on W...
 
Intelligence supported media monitoring in veterinary medicine
Intelligence supported media monitoring in veterinary medicineIntelligence supported media monitoring in veterinary medicine
Intelligence supported media monitoring in veterinary medicine
 
writing report business partner b1+ .pdf
writing report business partner b1+ .pdfwriting report business partner b1+ .pdf
writing report business partner b1+ .pdf
 
Orchestrating the Future: Navigating Today's Data Workflow Challenges with Ai...
Orchestrating the Future: Navigating Today's Data Workflow Challenges with Ai...Orchestrating the Future: Navigating Today's Data Workflow Challenges with Ai...
Orchestrating the Future: Navigating Today's Data Workflow Challenges with Ai...
 
一比一原版(harvard毕业证书)哈佛大学毕业证如何办理
一比一原版(harvard毕业证书)哈佛大学毕业证如何办理一比一原版(harvard毕业证书)哈佛大学毕业证如何办理
一比一原版(harvard毕业证书)哈佛大学毕业证如何办理
 
一比一原版(CU毕业证)卡尔顿大学毕业证如何办理
一比一原版(CU毕业证)卡尔顿大学毕业证如何办理一比一原版(CU毕业证)卡尔顿大学毕业证如何办理
一比一原版(CU毕业证)卡尔顿大学毕业证如何办理
 
在线办理(英国UCA毕业证书)创意艺术大学毕业证在读证明一模一样
在线办理(英国UCA毕业证书)创意艺术大学毕业证在读证明一模一样在线办理(英国UCA毕业证书)创意艺术大学毕业证在读证明一模一样
在线办理(英国UCA毕业证书)创意艺术大学毕业证在读证明一模一样
 
一比一原版(UCSB文凭证书)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB文凭证书)圣芭芭拉分校毕业证如何办理一比一原版(UCSB文凭证书)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB文凭证书)圣芭芭拉分校毕业证如何办理
 
一比一原版(Unimelb毕业证书)墨尔本大学毕业证如何办理
一比一原版(Unimelb毕业证书)墨尔本大学毕业证如何办理一比一原版(Unimelb毕业证书)墨尔本大学毕业证如何办理
一比一原版(Unimelb毕业证书)墨尔本大学毕业证如何办理
 
Palo Alto Cortex XDR presentation .......
Palo Alto Cortex XDR presentation .......Palo Alto Cortex XDR presentation .......
Palo Alto Cortex XDR presentation .......
 
原版制作(unimelb毕业证书)墨尔本大学毕业证Offer一模一样
原版制作(unimelb毕业证书)墨尔本大学毕业证Offer一模一样原版制作(unimelb毕业证书)墨尔本大学毕业证Offer一模一样
原版制作(unimelb毕业证书)墨尔本大学毕业证Offer一模一样
 
一比一原版(UCSF文凭证书)旧金山分校毕业证如何办理
一比一原版(UCSF文凭证书)旧金山分校毕业证如何办理一比一原版(UCSF文凭证书)旧金山分校毕业证如何办理
一比一原版(UCSF文凭证书)旧金山分校毕业证如何办理
 
原版一比一弗林德斯大学毕业证(Flinders毕业证书)如何办理
原版一比一弗林德斯大学毕业证(Flinders毕业证书)如何办理原版一比一弗林德斯大学毕业证(Flinders毕业证书)如何办理
原版一比一弗林德斯大学毕业证(Flinders毕业证书)如何办理
 
一比一原版(UO毕业证)渥太华大学毕业证如何办理
一比一原版(UO毕业证)渥太华大学毕业证如何办理一比一原版(UO毕业证)渥太华大学毕业证如何办理
一比一原版(UO毕业证)渥太华大学毕业证如何办理
 
The Ipsos - AI - Monitor 2024 Report.pdf
The  Ipsos - AI - Monitor 2024 Report.pdfThe  Ipsos - AI - Monitor 2024 Report.pdf
The Ipsos - AI - Monitor 2024 Report.pdf
 
Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You...
Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You...Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You...
Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You...
 
Challenges of Nation Building-1.pptx with more important
Challenges of Nation Building-1.pptx with more importantChallenges of Nation Building-1.pptx with more important
Challenges of Nation Building-1.pptx with more important
 
Open Source Contributions to Postgres: The Basics POSETTE 2024
Open Source Contributions to Postgres: The Basics POSETTE 2024Open Source Contributions to Postgres: The Basics POSETTE 2024
Open Source Contributions to Postgres: The Basics POSETTE 2024
 

How to Create Financial Analytics Dashboards for Banks and Accounting Services

  • 1. How to Create Financial Analytics Dashboards for Banks and Accounting Services www.datatobiz.com
  • 2. What are your business goals? What do you want to achieve this fiscal year? Are there any long-term plans? The dashboard is designed based on the metrics you want to measure and track. 1. Start With Your Goals www.datatobiz.com
  • 3. It’s not surprising for a bank to have several metrics to monitor its growth and performance. However, adding all those to the dashboard will cause more confusion than providing any help. Shortlist the essential metrics to be directly displayed on the dashboard. The rest can be included in the filters and used whenever necessary. 2. Finalize the Metrics www.datatobiz.com
  • 4. The aim of creating a Power BI finance dashboard is to monitor the establishment’s performance. From day-to-day activities to overall health, you need to consider creating visualizations for each of them. 3. Monitor and Report Performance www.datatobiz.com
  • 5. The dashboard displays data visualizations in real-time. How do you want the reports to show up on the interface? Choose the layout, types of graphs, and their positions to provide you with the necessary information in just one glance. You should find what you want simply by looking at the dashboard. 4. Create Data Visualization www.datatobiz.com
  • 6. How often do you want to run analytics in your bank? Monthly, quarterly, or semi-annually? You can set up the frequency to automate the process using Power BI. The dashboard will directly provide you with the reports based on the parameters you defined. The frequency of reports is also decided based on your budget. 5. Setup the Frequency for Reports www.datatobiz.com
  • 7. The primary aim of using financial dashboards is to increase customer satisfaction and thereby generate more profit. Your metrics and filters should align with your ultimate goal of enhancing the customer experience. 6. Emphasize Customer Experience www.datatobiz.com
  • 8. The Power BI dashboard is highly customizable and can be created as per your requirements. However, it’s not recommended to clutter the dashboard with too many reports at once. 7. Don’t Clutter the Dashboard www.datatobiz.com
  • 9. Gross Profit Margin Net Profit Net Profit Margin Account Receivables Current Ratio Important aspects to include in the financial analytics dashboard www.datatobiz.com
  • 10. Read the full article https://www.datatobiz.com/blog/create- financial-analytics-dashboards/ www.datatobiz.com