Financial Sales Dashboard

Definitions
MicroStrategy - BI/Reporting tool.
MicroStrategy Dossiers - An interactive display that you can create to showcase and explore business data.
MicroStrategy Document (Document/Dashboard) - Contains objects representing data coming from one or more MicroStrategy reports, as well as images and shapes. Documents can appear in almost as many ways and are generally formatted to suit your business needs, in a single display of presentation quality.

Outcome
Developed a ready made prototype to demonstrate to clients in presentations. Clients can also play around with the functionality of this Dossier on demand.

Business Value

Shows the capabilities of MicroStrategy Dossiers.
Gives users who are not familiar with MicroStrategy a chance to explore the BI Tool.
Provides concrete starting point for ideas and concepts that could be implemented in MicroStrategy.

Role in Project
As a MicroStrategy Developer I performed/assisted in the following tasks:

Tasks Performed: Designed the front end of the dashboard and navigation (stitched dashboard). Design derived metrics as needed. Provided solutions to UX/UI challenges. Created functionality documentation, data dictionaries and development documentation.

Worked with my Team to: Provide feedback on data design challenges (metric/attribute/dataset design).

Finished Product

Financial Dashboard
Dashboard Icon

Financial Dashboard

Method of Dashboard Development: MicroStrategy Dossier

Overview

Displays a holistic view of Plan, Estimated, Estimated Shipped, Actual and Actual Shipped Dollars.

This dashboard was designed to be utilized in client demonstrations to showcase capabilities. The company branding was very minimal (charcoal and a light green). I didn’t want this dashboard to appear too dark, so the main colors utilized was the accent color as the main theme to distinguish the style from other dossiers. Usually, KPIs are listed above the visualizations/charts but I decided to play around with the positioning and place them vertical instead of horizontal. Keeping the KPI’s on the left-hand side since the main audience would be Western based clients in which the reading is structured left to right.
The KPIs show consolidated totals of the information displayed in the bar chart and line chart to give a quick insight to these values before viewing the monthly level details.

Monthly Plan Dollars

This shows the monthly planned dollars broken out by month.

Estimated Shipped vs Actual Shipped Dollars
This view provides a side-by-side comparison for the end user of Estimated Shipped vs. Actual Shipped Dollars broken out by month.

Estimated vs Actual Dollars
This line chart displays the trend of Estimated Dollars vs. Actual Dollars at the month level.

Segmentation Analysis
The next page provides insight for the same metrics but at the customer segment level.

Actual Shipped vs Unshipped Dollars by Segmentation
This provides insight on unshipped amounts for each customer segment. End users can quickly identify the ATI Customers and determine if action needs to be taken based on the percentage of Unshipped Dollars. This view is filterable by month for more granular analysis

Estimated Dollars vs Actual Dollars
This view shows if the company is on track with projected amounts this can be determined holistically or by month

Estimated Shipped vs. Actual Shipped Dollars
This provides a similar view to the previous visualization listed above utilizing Shipped Dollars as the indicator.

Product Analysis
User can discover Product level insights and Product Insight relating to different Customer Segments.

Estimated vs Actual Dollars
This visualization shows a side-by-side comparison of Estimated vs Actual Dollars for different Products this view can be specified to a particular customer segment and filterable to a particular month.

Actual Shipped vs. Unshipped Dollars
This provides insight on unshipped amounts for each Product and Products of a particular Customer Segment. End users can quickly identify top products holistically or within a particular customer segment (to determine potential). This view is filterable by month for more granular analysis.

Dashboard Icon
A dashboard icon was added to utilize/fill the extra space within the navigation with a design element. This icon was created utilizing Adobe Photoshop

Outcome Developed a ready made prototype to demonstrate to clients in presentations. Clients can also play around with the functionality of this Dossier on demand.

Business Value

Finished Product

Financial Dashboard

Dashboard Icon

Financial Dashboard

Method of Dashboard Development: MicroStrategy Dossier

Overview

Displays a holistic view of Plan, Estimated, Estimated Shipped, Actual and Actual Shipped Dollars.

Estimated Shipped vs Actual Shipped Dollars This view provides a side-by-side comparison for the end user of Estimated Shipped vs. Actual Shipped Dollars broken out by month.

Estimated vs Actual Dollars This line chart displays the trend of Estimated Dollars vs. Actual Dollars at the month level.

Segmentation Analysis The next page provides insight for the same metrics but at the customer segment level.

Estimated Dollars vs Actual Dollars This view shows if the company is on track with projected amounts this can be determined holistically or by month

Estimated Shipped vs. Actual Shipped Dollars This provides a similar view to the previous visualization listed above utilizing Shipped Dollars as the indicator.

Product Analysis User can discover Product level insights and Product Insight relating to different Customer Segments.

Estimated vs Actual Dollars This visualization shows a side-by-side comparison of Estimated vs Actual Dollars for different Products this view can be specified to a particular customer segment and filterable to a particular month.

Estimated vs Actual Dollars This visualization shows a side-by-side comparison of Estimated vs Actual Dollars for different Products this view can be specified to a particular customer segment and filterable to a particular month.

Dashboard Icon A dashboard icon was added to utilize/fill the extra space within the navigation with a design element. This icon was created utilizing Adobe Photoshop

Outcome
Developed a ready made prototype to demonstrate to clients in presentations. Clients can also play around with the functionality of this Dossier on demand.

Estimated Shipped vs Actual Shipped Dollars
This view provides a side-by-side comparison for the end user of Estimated Shipped vs. Actual Shipped Dollars broken out by month.

Estimated vs Actual Dollars
This line chart displays the trend of Estimated Dollars vs. Actual Dollars at the month level.

Segmentation Analysis
The next page provides insight for the same metrics but at the customer segment level.

Estimated Dollars vs Actual Dollars
This view shows if the company is on track with projected amounts this can be determined holistically or by month

Estimated Shipped vs. Actual Shipped Dollars
This provides a similar view to the previous visualization listed above utilizing Shipped Dollars as the indicator.

Product Analysis
User can discover Product level insights and Product Insight relating to different Customer Segments.

Estimated vs Actual Dollars
This visualization shows a side-by-side comparison of Estimated vs Actual Dollars for different Products this view can be specified to a particular customer segment and filterable to a particular month.

Estimated vs Actual Dollars
This visualization shows a side-by-side comparison of Estimated vs Actual Dollars for different Products this view can be specified to a particular customer segment and filterable to a particular month.

Dashboard Icon
A dashboard icon was added to utilize/fill the extra space within the navigation with a design element. This icon was created utilizing Adobe Photoshop