Financial Health — Algorithmic KPI Scorecard (DAX + Deneb)
Power BI dashboard
Description
Make faster, defensible finance calls
A reusable Power BI financial health scorecard that tracks 12 KPIs across liquidity, stability, and profitability with three-year context, norm bands, and unambiguous status colors (below / at / above). Built to be governance- and audit-friendly, presentation-ready, and easy to roll out on new data.
Who it’s for
CFOs, FP&A, credit/lending teams, and insolvency and restructuring practitioners who need a reliable at-a-glance view of financial condition.
Use it when
- month-end close and board packs;
- lender or covenant check-ins;
- early-warning and turnaround monitoring;
- pre-audit reviews and due diligence.
What you’ll see
- 3-year trends that separate noise from real movement;
- soft norm bands so neutral stays neutral while outliers pop;
- one status-color logic applied consistently across cards, bars, and badges;
- two skins (rounded, web-first; and flat, print-friendly for clean Word/PDF exports);
- reproducible build with versioned DAX measures and Deneb (Vega-Lite) specs so thresholds remain identical across visuals;
- under the hood: standardized Excel model; the same KPI logic also powers a Python report for print/automation.
Why it helps
Less debate, more decisions — norms are visible on-page, colors are consistent, and the structure supports quick reviews and smooth hand-offs between finance, stakeholders, and auditors.
Connect / Resources:
LinkedIn: https://www.linkedin.com/in/tokmianina
GitHub: https://github.com/IrinaTok11
If this helps your workflow, a kudos is appreciated!
Tracked KPIs
Categories
Industries
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