Financial Dashboard for Actual vs. Estimated & Planned Comparisons
A Financial Dashboard that enables leadership to compare actual financials against multiple estimated and planned values. The dashboard provides flexible analysis by allowing users to dynamically select either estimated or planned amounts (one at a time) for direct comparison with actual results. It also supports hierarchical reporting across phases such as Head Office, Division, and Sub-Division, ensuring management has both consolidated and drill-down views of financial performance.
Client Overview
The client is the Canada-based homebuilding company, managing residential community projects from construction to sales. They required a structured financial reporting dashboard to measure actual performance against estimates and plans, while ensuring visibility across different organizational levels.
Technical Stack
Industry
Residential Construction & Real Estate Development
Region
Canada
Project-size
Non-Disclosable
Implementation Highlights
Built dynamic dropdown to toggle between Estimated or Plan values vs Actuals.
 Integrated hierarchy mapping for Head Office, Division, Sub-Division reporting.
Structured mapping framework in Excel to align with the client’s reporting needs.
Created variance analysis measures for actual vs estimates/plans.
Challenges & Solutions
Comparing multiple estimates and plans risked clutter.
Solution: Used a dynamic selector to focus on one group at a time.
Hierarchical phases (Head Office → Division → Sub-Division) were not aligned with raw ERP data.
Solution: Built a mapping logic in Excel and integrated it with Power BI.
Manual structuring of mapping files was effort-intensive.
Solution: Automated mapping framework in Excel for easier future adjustments.
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Simplified financial analysis by allowing dynamic Actual vs. Estimate/Plan comparisons.
- Increased visibility across all organizational levels.
- Reduced manual reconciliation by automating hierarchy-based mapping.
- Enabled executives to switch reporting views instantly.
Key Learnings & Next Steps
- Dynamic dropdowns are critical when comparing multiple financial versions; mapping is essential when ERP hierarchies differ from reporting needs.
- Next Steps: Introduce forecasting models to predict financial variances and add role-based access for sensitive financial data.
