Financial Dashboard Automation Pack

Description

What it is:
A modular KPI system for real-time P&L, cash, AR/AP aging, and variances—ready for board decks and CFO reviews.

Outcomes:
• 1‑click refresh from CSV/exports → live dashboards
• Trend insights and drilldowns without BI complexity
• Presentation-grade visuals aligned to finance storytelling

Modules:
• P&L & Balance Sheet (monthly/TTM, common-size %, BvA)
• Cash (13-week cash runway, receipts/disbursements waterfall)
• Working Capital (AR aging heatmaps, DSO/DPO/DIO; AP timing)
• Cohort/Segment (revenue by product/customer; GM bridges)
• Variance Analysis (driver-based explanations with comments)

Data model & connectors:
Clean schema with mapping sheet; import from CSV/XLSX/QuickBooks/Xero exports.

Formats:
Power BI (.pbix), Excel dashboards (.xlsx), PPTX KPI snapshot.