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Project — Business intelligence

Balance-Sheet Analytics

Balance-sheet reporting: assets, liabilities, equity, and financial ratios by year and quarter.

Balance-sheet dashboard with assets, liabilities, equity and ratio KPIs by year and quarter
Balance-sheet dashboard: assets, liabilities, equity, and financial ratios by year and quarter.

The business problem

Balance-sheet data is dense. This dashboard structures it into current and non-current assets, liabilities, and equity, with year and quarter views.

What it covers

  • Assets, liabilities, and equity broken down by year and quarter
  • Cash ratio, inventory turnover, and other financial KPIs
  • Balance amount trends by year
  • Balance-sheet composition by account head

What the business gets

  • The full balance sheet in a readable layout
  • Ratio KPIs up front for a quick health check
  • Year and quarter comparisons without spreadsheet wrangling

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