Our agency will create a financial dashboard using looker or tableau

I have 5+ experience working various Retail and Digital businesses to build their executive sales and financial dashboards. However it doesn't stop my curiosity to help businesses transform their financial data into a compelling story.

From data cleaning , consolidating to build dashboards, I will cover those all . Please feel free to contact me before you place the order so I can understand your needs in best possible way.

I can build the report from Google Sheet, Quickbooks or other CRM tools. Here are key things I can include on the dashboard :

Charts & Visualizations

1. Profit & Loss Overview Bar/Line chart for revenue, expenses, and net profit trends.
2. Cash Flow Analysis Monthly cash inflow and outflow graph.
3. Revenue Breakdown Pie/Donut chart by product, service, or region.
4. Expense Breakdown Pie chart or stacked bar chart categorizing expenses.
5. Customer Lifetime Value (CLV) Trend analysis of CLV over time.
6. Accounts Receivable & Payable Aging report with bar chart visualization.
7. Return on Investment (ROI) Tracking ROI for campaigns, products, or business investments.
8. Financial Forecasting Line chart with projected revenue and expense trends.
9. Break-even Analysis Break-even point