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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 challenge

The balance sheet, made readable.

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 & equity by year & quarter
  • Cash ratio, inventory turnover & other KPIs
  • Balance amount trends by year
  • Composition by account head

What the business gets

Full balance sheetAssets, liabilities, and equity in one readable layout.
Ratio KPIs up frontA quick financial health check.
Year & quarter comparisonsNo spreadsheet wrangling.

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