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Financial Analysis Dashboard (Sisense, MySQL)

  • Writer: Justin Nguyen
    Justin Nguyen
  • Sep 13, 2025
  • 3 min read

Updated: Sep 16, 2025

Link to Full Dashboard:


Intro:

Dashboards designed for Cloudcon’s clients using the Prestartr app, providing end-to-end visibility into financial operations. Covering quotations, purchase orders, invoices, and repayments, these dashboards help clients manage cashflow and financial risk with confidence.


📘BACKGROUND:


Cloudcon delivers the Prestartr app with a financial module tailored for asset-heavy industries. Clients needed a way to consolidate and visualise their entire financial lifecycle. To solve this, I developed dashboards in Sisense, supported by robust SQL-based data modelling. The result is a system where clients can track revenue, costs, procurement, and repayments in real time.

Finance Module in Prestartr app
Finance Module in Prestartr app

👥 Who This Dashboard Is For

The dashboards were designed for internal use by Cloudcon’s client-facing teams and operational stakeholders, including:

  • Finance Managers and Accountants

  • Procurement Officers

  • Asset Managers

  • Executive Leadership

These users rely on the dashboards to monitor financial performance, validate transactions, and support strategic decisions across multi-asset operations.


💡 Business Questions Addressed

  1. Revenue & Cost Tracking

    • What is the total revenue generated from asset hire and services?

    • How do service costs compare to invoiced income over time?

  2. Procurement Oversight

    • Are purchase orders aligned with approved quotations and budgets?

    • Which suppliers or assets are driving the highest spend?

  3. Repayment Monitoring

    • What are the monthly and quarterly repayment obligations by lender and asset?

    • Are repayments on schedule, and how do they impact cash flow?

  4. Lifecycle Visibility

    Can we consolidate financial documents (invoices, POs, quotes) into a single view?

    How do financial metrics vary across clients, regions, or asset categories?


🧩 Data Set, Processing & Modeling

Data Modelling
Data Modelling

✅ Source Tables:

  • Fact tables: Fact_SalesInvoices, Fact_SalesPurchaseOrder, Fact_SalesPurchaseOrder_Line, Fact_SalesPurchaseOrder_Line_Receipt, Fact_SalesQuote

  • Dimension tables: Dim_SaleInvoiceStatus, Dim_SalesPurchaseOrders, Dim_SalesPurchaseOrderStatus, Dim_SalesQuoteStatus, Dim_SalesQuotes, Dim_Plants.

🔄 Processing Logic:

  • Developed stored procedures to automate joins, aggregations, and transformations across financial and procurement tables

  • Applied business rules to normalize invoice statuses, align purchase order lines with receipts, and calculate repayment schedules

🧠 Modeling Approach:

  • Denormalized raw transactional tables into structured fact and dimension pairs, enabling scalable reporting and efficient dashboard filtering

  • Implemented star-schema logic with standardized calculated fields for KPIs such as spend variance, invoice aging, and repayment forecasting

  • Enabled modular filtering by client, region, asset type, and time period.


Dashboards Included:

  • Quotation Dashboard – Quote conversion, top clients, and revenue forecast.

  • Invoices Dashboard – Issued invoices, overdue amounts, and payment breakdowns.

  • Purchase Orders Dashboard – Procurement lifecycle, supplier spend, and receipting.


💰 Key Insights


I. SALE INVOICES DASHBOARD


1. High Invoice Volume with Moderate Value

  • Over 4,169 invoices have been issued, totaling $2M in value.


    👉 This suggests a high transaction frequency with relatively modest average invoice size — potentially reflecting short-term hire contracts or service-based billing.

2. Seasonal Peaks in March

  • Invoice volume and value consistently spike in March across 2021, 2022, and 2023, with March 2022 reaching ~$550K.


    👉 Indicates a recurring billing cycle or seasonal demand pattern worth aligning with resource planning and cash flow forecasting.

3. Status Distribution Highlights Processing Lag

  • 50% of invoices are approved, while 47% are paid — leaving a small but notable gap.


    👉 This may reflect delays in payment processing or client-side approval workflows, suggesting room to tighten billing-to-cash cycles.


II. SALE QUOTES DASHBOARD


1. Exceptional Conversion Performance

  • Out of 66 total quotes, 56 have been converted, yielding a conversion rate of 85%, and 95.56% by EBS logic.

    👉 This reflects a highly effective quoting process and strong alignment between sales proposals and client acceptance.


2. Revenue Concentration & Forecasting Gaps

  • 90% of quote value ($133K) has been converted, yet forecasted revenue is only $15.4K, suggesting:

  • A lag in revenue realization

  • Or a disconnect between quote conversion and financial forecasting


3. Client & Time-Based Patterns

  • Top converting clients like Texas Utility Engineering and CBI Marketing Services account for the bulk of converted value.

  • Conversion spikes appear in Q4 of multiple years, indicating seasonal or contract-cycle-driven quoting behavior.


III. SALE PURCHASE ORDERS DASHBOARD



1. Significant Growth in Purchase Activity

  • Purchase order value surged to $1.5M in 2025, compared to flat activity from 2015–2021.


    👉 This reflects a major operational expansion or onboarding of new procurement workflows.

2. High Volume, Low Recognition

  • Over 6,405 PO items created, with $2.45M in total PO value, yet $0 received and $67K unrecognized.


    👉 Indicates delays in goods receipt or incomplete financial reconciliation, which may impact budgeting and supplier performance tracking.

3. Project & Vendor Spend Concentration

  • “No Project” accounts for $2.38M in PO value, and vendors like Total Commercial Flooring and AFI 10.5in dominate unrecognized spend.


    👉 Suggests a need for tighter project tagging and vendor-level reconciliation to reduce financial ambiguity.


 
 
 

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