Project Overview
This project aimed to assist a client in visualizing key metrics for their accounting and advertising data from Google and Facebook into a single, unified dashboard. The client needed a consolidated view to monitor financial health and advertising performance efficiently. The goal was to create a dashboard with a dark theme and vibrant colors, highlighting historical revenue and expense numbers for comparison. The dashboard would feature separate pages for Profitability (including profit and loss visualizations) and the Balance Sheet. Additionally, it included KPIs like Burn Rate, Runway, Revenue per Employee, among other financial ratios
Project Specifics
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Real-time data visualization
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User-friendly interface
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Customizable widgets
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Revenue and expense tracking over time
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Historical data comparison and trend analysis
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Dedicated pages for Profitability and Balance Sheet
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Mobile-friendly design for real-time updates on the go
Data Integration
The project integrated data from multiple sources, including:
- QuickBooks Online
- Google Ads
- Facebook Ads
We used tools like Python to merge monthly data into a single file, which was then pushed to Power BI for visualization, ensuring seamless integration and accurate visualization.
User Experience
The dashboard offers an intuitive and user-friendly experience, making it easy for the client to navigate and analyze data. The design is clean, accessible, and visually engaging, providing clear insights at a glance.
Technology Stack
The technologies and tools used in the development include:
- Programming Languages: Python, SQL
- Data Visualization: Power BI
- DataManagement: Google Sheets
Security and Compliance
We ensured data security and compliance with relevant regulations. The data integration process included secure handling and storage protocols, maintaining the confidentiality and integrity of the client's data.
Conclusion
The Unified Dashboard project was a success, providing the client with valuable insights and performance tracking capabilities. Future updates will include additional features and enhancements to further streamline data tracking and analysis.
Get in Touch
Are you struggling with managing your financial and advertising data? Let us simplify it for you. Contact us at info@books-advisor.com for assistance.
