Budget Variance Report
The Problem & Solution
The company's budget data lived in three separate systems: accounting software, field team Excel files, and management reports. Merging these at the start of each month took 3-4 hours, merge errors happened frequently, and managers couldn't access up-to-date figures until the following day. This delay made sound decision-making difficult.
We built a Power BI dashboard that pulls from all three sources automatically and refreshes every morning. Budget vs. actuals comparison, department-level variance analysis, and month-end forecasting are now available on a single screen. Managers arrive at the office to find current data ready and waiting.
What We Built
Automated Data Merging
Pulling, cleaning, and merging data from all three systems is fully automated. Runs at 6 AM — ready when the office opens.
Daily Refresh
Dashboard refreshes every morning. Managers access current data the moment they arrive. One click — fully up to date.
Variance Analysis
Planned vs. actual comparison with red/yellow/green visual indicators. Which department is over budget? Visible at a glance.
Month-End Forecast
Month-end budget position calculated automatically based on current spending pace. No more end-of-month surprises.
Tools Used
Visuals
You can replace the placeholders below with actual screenshots.
How Does It Work?
Watch the demo video to see the dashboard in action.
Demo video coming soon