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Financial statements visualization

Client Industry: B2B Services, E-commerce, EdTech, B2C Services


Business Need: To present the company’s financials to C-Level management in a straightforward, easy-to-understand view, enabling period-on-period comparisons and analysis of planned versus actual figures


Solution: maxidtp designed a corporate data storage system connected to ERP registers, allowing detailed report drill-downs to the document level. Row-level security was implemented to grant data access to division heads


Timeline: One month for the Profit & Loss statement, three months for the entire project


Business Impact: The dashboard significantly enhanced the awareness of the company’s financial performance among C-Level and senior management. This led to an acceleration in the decision-making processes

Power BI Dashboard Demo
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