Executive Financial KPI Dashboard

P&L, margin, and OPEX variance with standardized taxonomy (rate, volume, mix, FX, returns). Snowflake + Power BI. Synthetic data.

Net Revenue YTD
$48.2M
+12.3% vs prior year
Gross Margin
38.4%
+1.2pp vs prior year
OPEX Variance
+$1.8M
3.2% over budget
Revenue R12M
$52.7M
Rolling 12-month total
Revenue Trends
Monthly net revenue: current year vs prior year
Revenue by division
Margin Analysis
Gross margin % by division (trailing 12 months)
Variance bridge: revenue change decomposition
OPEX Tracking
OPEX actual vs budget by department
Top cost centers by variance
Cost CenterActualBudgetVarianceVar %Status
Engineering$3.12M$2.85M+$270K9.5%Over
Marketing$1.84M$1.70M+$140K8.2%Over
Consulting$960K$880K+$80K4.1%Watch
Sales - East$2.45M$2.40M+$50K2.1%Watch
Manufacturing$4.10M$4.25M-$150K-3.5%Under
Governed KPI Definitions
KPIFormulaGrainDate BasisOwner
Net RevenueSUM(gross + returns + adjustments)TransactionInvoice dateFP&A
Gross Margin %(net_revenue - cogs) / net_revenueDivision, monthInvoice dateFP&A
OPEX VarianceSUM(actual) - SUM(budget)Cost center, monthAccounting periodController
OPEX Variance %variance / budgetCost center, monthAccounting periodController
Rate Effect(price_curr - price_prior) * units_priorDivision, product, monthInvoice dateFP&A
Volume Effect(units_curr - units_prior) * price_priorDivision, product, monthInvoice dateFP&A

All data are synthetic. Governed KPI definitions in docs/kpi_dictionary.md. Source: github.com/nicholasjh-work/financial-kpi-dashboard