Data Visualization Best-Practices For P&L / BS Statement
Standard financial data visualization which should be present in any organization: a Profit & Loss / BalanceSheet Statement.
Categories
Data visualization best-practices
- Display a table
- Show the chart of account (drillable structure)
- Display the actual value
- Display Previous Year value + Variance + Variance in %
- Display Budget value + Variance + Variance in %
- Allow the user to select the type of accounts he wants to visualize: ‘Profit & Loss’ or ‘BalanceSheet’
- If ‘Profit & Loss’ is selected, allow the user to select how to view the information: Month-To-Date, Quarter-To-Date, Year-To-Date, Moving-Annual Total
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Leverage this data visualization in business dashboards
- Banking
- Digital Marketing
- Education
- Executive Management
- Finance
- Healthcare
- Hospitality
- Human Resources
- Industry
- Information Technology
- Insurance
- Life Sciences
- Manufacturing
- Marketing
- Procurement
- Project Management
- Quality Management
- R&D / Product Development
- Retail
- Risk Management
- Sales
- Service Management / Call Center
- Social Media
- Supply Chain
- Sustainability, Health & Safety
- Trading
- Other…
Other data visualizations
- Business Overview
- Project Detail
- Project Gantt
- Portfolio
- P&L / BS Evolution
- Ad-hoc
- Ad-hoc Trends
- Growth Card
- What-If
- Retention
- Correlation Detail
- Correlation Overview
- Comparison Trends
- Comparison Table Split
- Comparison Bar Split
- Fact Sheet Variance %
- Fact Sheet Variance
- Fact-Sheet Performance
- Fact Sheet
- Trends Lines
- Stacked Trends
- Split Trends
- Trends
- Contribution
- Pareto
- Segmentation 2D
- Segmentation
- Location Map
- Trends Highlight
- Podium
- Main KPIs Trends Contribution
- Main KPIs Trends
- Performance Split
- Cockpit
- Top Contributors
- Understanding Drivers