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I will build a power bi financial dashboard with kpis
David Morejon
About this gig
Still managing your finances in static spreadsheets? There's a better way.
I build Power BI dashboards and automated financial reports that turn your raw data into clear, actionable insights whether you're a business owner tracking performance, a finance team managing budgets, or a startup preparing reports for investors.
What you get: Financial KPI dashboard revenue, expenses, profit, and key metrics in one view Budget vs actual analysis instantly see where you're over or under target Variance indicators & traffic light scorecards clear signals for fast decisions Power Query automation your report refreshes when your data changes Editable PBIX file you own the dashboard, no dependency on me Interactive filters & drill-through explore the numbers your way
I work with Excel, CSV, Google Sheets, and SQL data sources. Every dashboard is built with a finance-first structure: clean data model, proper DAX measures, and a layout designed for decision-making not just visuals.
Also available in Spanish for LATAM clients.
Not sure which package fits? Message me first I'll review your data and recommend the right solution.
Get to know David Morejon
David Morejon
Financial and Business Analyst Power BI and Excel Automation
- FromEcuador
- Member sinceDec 2019
Languages
English, Spanish
I bring corporate finance, banking operations, data analysis, and reporting automation experience to freelance projects. I help businesses turn financial, commercial, and operational data into clear dashboards, automated reports, and actionable KPIs.
I work with Power BI, Excel, Power Query, financial reporting, commercial performance analysis, operational KPIs, reporting automation, and process improvement.
My goal is to save you time, reduce manual work, and help you make better decisions with clean, practical reporting.
FAQ
What do I need to provide to get started?
Share your data file (Excel, CSV, Google Sheets, or SQL access) and a brief description of what you want to track — revenue, expenses, budget targets, KPIs, or any specific metrics. If you're not sure what to include, message me first and I'll guide you through it. I'll confirm scope and the right p
Will I receive the editable Power BI file?
Yes. You receive the fully editable .PBIX file with every delivery. This means you own the dashboard completely — you can update data, adjust visuals, or modify measures independently without needing to come back to me. I also include a brief guide explaining how to refresh the data when you receive
Is my financial data confidential?
Absolutely. I treat all financial data with strict confidentiality. I work under NDA principles — your files are used exclusively to build your dashboard and are permanently deleted after delivery. I have experience handling corporate financial data and understand the sensitivity of P&L, budget, and
Can you build budget vs actual or variance analysis reports?
Yes — this is a core part of my service. I build budget vs actual comparisons with variance indicators, period-over-period analysis, and traffic light scorecards so your team can instantly see where performance is above or below target. This is available in the Standard and Premium packages, and can
What data sources can you connect to?
I work with Excel, CSV, Google Sheets, SQL databases (PostgreSQL, MySQL, SQL Server), and SharePoint. If your data comes from an ERP or accounting system, share the export format and I'll confirm compatibility before the order. For live database connections (SQL, SharePoint), select the Data Source
What if my requirements don't fit the listed packages?
No problem. Message me before ordering and describe what you need. I create custom offers for more complex projects — multi-entity consolidations, dashboards connected to live databases, or reports requiring advanced DAX modeling. There's no extra charge for the initial consultation.
Do you offer support after delivery?
Yes. If you notice something isn't working correctly after delivery, I'll fix it at no extra cost within 7 days. For ongoing updates — adding new months of data, new KPIs, or connecting additional data sources — I offer maintenance at a flat rate. Just message me and we'll agree on scope.
