Financial Analytics

Executive Summary

This dashboard provides a comprehensive view of financial performance across multiple dimensions. The dataset spans Sep 2013 to Dec 2014 and includes 700 transactions across 5 business segments and 5 geographic regions. The analysis aggregates over $118.7M in revenue with a 14.9% profit margin, enabling identification of high-performing segments, geographic opportunities, and product-level margin optimization targets.

Key Insights

  1. Government segment leads revenue generation at $52.5M, representing the largest revenue opportunity and strategic focus area.

  2. Geographic concentration shows the best performance in United States of America, accounting for $25.0M in revenue and indicating potential expansion opportunity. Other markets demonstrate strong sales, too.

  3. Product margin ranges from Velo at lower profitability to Amarilla at 16.5%, suggesting targeted margin improvement initiatives.

  4. Overall profit margin of 14.9% indicates healthy operational efficiency, with potential upside through segment-specific optimization.

Overview

KPIs

Metric Value
0 Total Revenue $118.7M
1 Total Profit $17.7M
2 Profit Margin 14.9%
3 Transaction Count 700

Monthly Revenue and Profit

Temporal trend analysis reveals seasonal patterns and growth trajectory. The line chart aggregates monthly revenue and profit across all segments, providing insight into business momentum and profitability consistency over the 10-month observation period.

Revenue by Segment

Segment composition analysis shows the distribution of revenue across business units. Enterprise and Government segments represent the primary revenue drivers, while smaller segments offer targeted growth opportunities.

Segments and Regions

Performance across segments and geographic markets provides strategic context for resource allocation and expansion planning.

Revenue and Margin by Segment

Combined view of absolute revenue and profitability margins by segment. Higher margin segments may indicate operational efficiency or pricing power, while lower-margin segments may represent volume plays or strategic investments.

Revenue by Country

Geographic performance reveals market penetration and identifies regions for strategic investment or market development initiatives.

Segment and Country Cross-Analysis

Bubble chart analysis enabling simultaneous evaluation of revenue scale, profitability margin, and profit volume across segment and geographic dimensions. Bubble size represents absolute profit contribution.

Performance Summary

Key performance indicators aggregated by segment and country. Identifies top revenue generators, highest-margin segments, and average transaction values for prioritization and strategic planning.

Dimension Value
0 Top Revenue Segment Government ($52.5M)
1 Top Revenue Country United States of America ($25.0M)
2 Highest Margin Segment Channel Partners (73.1%)
3 Mean Transaction Value $169,609

Products and Margins

Product-level analysis identifies profitability drivers and margin optimization opportunities across the portfolio.

Margin Analysis by Product

Product profitability comparison using color-coded visualization to highlight margin stratification. Products are sorted by margin to identify high-efficiency and low-efficiency offerings requiring strategic review.

Units Sold Distribution

Box plot analysis showing transaction-level unit volumes and distributional characteristics. Identifies outliers and typical order sizes for demand planning and logistics optimization.

Product Metrics Summary

Summary statistics for pricing and volume analysis. Enables evaluation of pricing strategy consistency and identification of outlier transactions for further investigation.

Metric Value
0 Median Units per Transaction 1,542
1 Mean Sale Price $118.43
2 Price Range $7 – $350