The business problem
Balance-sheet data is dense. This dashboard structures it into current and non-current assets, liabilities, and equity, with year and quarter views.
What it covers
- Assets, liabilities, and equity broken down by year and quarter
- Cash ratio, inventory turnover, and other financial KPIs
- Balance amount trends by year
- Balance-sheet composition by account head
What the business gets
- The full balance sheet in a readable layout
- Ratio KPIs up front for a quick health check
- Year and quarter comparisons without spreadsheet wrangling
Technology
Power BI DAX Power Query
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