RayReach Technologies Pvt. Ltd. - Finance - Profit & Loss Analysis

The P&L Analysis Dashboard pulls data from source financial systems and allows the customer to slice & dice their data across various dimensions such as Locations, Clusters/Regions, Branches, Expense / Income heads. It has now helped the users to discover insights, patterns on where things are not going right and take suitable corrective measures to increase profitability.

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The Requirement

Our client, a prominent player in their space and wanted an in-depth understanding of their P&L and how different sources contributed and affected P&L. They wanted something more than their existing reporting mechanism as it provided them only a basic understanding and zero interactivity. 

Our Solution

We studied their requirements in detail and identified how the client wanted to visualize their data and get insights out of it. Their Key requirements were, to be able to view data filtered by any of the following dimensions:

    Locations
    Clusters / Regions
    Branches
    Expenses / Income

We proposed a PowerBI report with cross filtering and interactive visuals to help them slice and dice their data as per their required parameters.

Results 

The client was now able to analyse their P&L in much greater detail than had been possible earlier and was very pleased with our solution.

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