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Corporate Budget Variance & Financial Performance Dashboard

Project Overview

Explained:

  • what project does
  • business goal
  • why created
  • what problem solved

This project analyzes corporate financial performance, budget variance, profitability trends, and operational efficiency using Power BI, Excel and MySQL. The dashboard simulates real-world FP&A reporting workflows by tracking revenue, profit margins, COGS trends, and budget vs actual performance across business segments.

Business Problem

Organizations require accurate financial monitoring to evaluate profitability, identify budget deviations, control operational costs, and improve strategic decision-making. This project addresses these challenges through executive-level financial KPI analysis and variance reporting.

Objectives

  • Analyze revenue and profit performance
  • Compare budget vs actual financials
  • Monitor profitability trends across segments
  • Evaluate COGS behavior and operational efficiency
  • Generate executive-level financial insights

Tools & Technologies

  • Microsoft Excel
  • MySQL
  • Power BI
  • Financial KPI Analysis
  • Variance Analysis
  • Data Visualization
  • FP&A Reporting

Key KPIs

  • Total Revenue
  • Total Profit
  • Total Budget
  • Profit Margin %
  • Budget Variance %
  • COGS
  • Monthly Revenue Growth
  • Segment Profitability

Dashboard Preview

Screenshot 2026-05-25 235944

SQL Analysis Performed

  • Gross Profit Margin by Segment
  • Month-over-Month Revenue Growth
  • Top Cost-Driving Segments
  • Budget Variance Analysis
  • Revenue vs Profit Trend Analysis
  • Segment & Product-Level Profitability Analysis

Key Insights

  • Revenue exceeded budget by 1.4%
  • Government segment generated highest profit contribution
  • Channel Partners achieved highest profit margin efficiency
  • Rising COGS trends may pressure future profitability

Strategic Recommendations

  • Scale high-margin Channel Partner operations
  • Optimize Enterprise segment profitability
  • Improve operational cost governance
  • Strengthen budget variance monitoring

Project Files

File Description
Dashboard.pbix Interactive financial dashboard
SQL Queries.sql Financial analysis queries
Excel Model.xlsx FP & A Modelling(Budget)
CFO Report.pdf Executive insight report

Conclusion

This project demonstrates practical financial analysis, budget variance modeling, KPI reporting, and executive dashboard development aligned with real-world FP&A business workflows.

About

Developed a corporate finance dashboard analyzing $127.9M revenue, budget variance, profitability trends, COGS behavior, and segment-level KPIs using MySQL, Power BI and Excel. Performed budget vs actual analysis, variance reporting, MoM revenue tracking, and executive-level FP&A insights.

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