Finance / KPI Dashboard
A finance and management KPI dashboard concept for budget variance, allocation, cash position, performance movement, and reporting commentary.
Asset status
Preview image
Legacy web demo exists; target product screenshot files are pending.
PBIX
Synthetic example
This example uses synthetic finance and portfolio-style demonstration data only. It is not investment advice and is not based on client data.
Business Fit
Who this dashboard is for and what decision problem it is designed to solve.
Audience
Problem
Finance and KPI reporting can become slow and manual when budget, actuals, forecasts, and commentary are maintained in separate spreadsheets.
Outcome
A clearer management reporting view for reviewing performance, spotting variance, and preparing finance commentary from repeatable data inputs.
Dashboard Shape
Core features, metrics, and source types that this product can be adapted around.
Budget variance
+/- 5%
Illustrative target reporting band
Cost centres
20+
Typical scalable reporting dimension
Refresh pattern
Monthly
Common management reporting cadence
Features
- Budget vs actuals
- Variance review
- KPI tiles
- Portfolio or allocation view
- Management commentary prompts
- Theme guidance
Data sources
Power BI Reproducibility
The asset model separates real files from planned work so the public copy stays precise.
Real build assets
- Finance demo source pack
- Build guide
- Data dictionary
- Theme JSON
Asset pending
- PBIX file
Reproducibility notes
- A legacy source pack and web demo exist, but this product needs review against the current Power BI reproducibility standard.
- Do not advertise PBIX availability until a real file exists.
- Any finance implementation must be scoped around the client data model and reporting controls.
Limitations
Clear boundaries for what this example does and does not claim.
- No public PBIX download yet.
- No exported target screenshots yet.
- Finance product page needs a full Power BI reproducibility review before stronger readiness claims.
Next step
Scope a finance dashboard
Quanta Meridian can scope the data sources, dashboard pages, measures, documentation, and Power BI delivery path for your team.