Financial Dashboard for Actual vs. Estimated & Planned Comparisons
A Power BI Financial Dashboard enabling leadership to dynamically compare actual financials against estimated or planned values — with hierarchical drill-down across Head Office, Division, and Sub-Division levels.
Client Overview
A leading Canada-based company focused on designing, building, and selling residential communities across multiple development phases. The company manages a diverse portfolio of projects and communities, serving homebuyers through the entire residential sales journey while overseeing large-scale construction and development operations.
Industry Details
Project Overview
The Canada-based 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 organisational levels. Financial data was spread across ERP systems with hierarchical structures that did not align with the company's reporting needs — making it difficult to produce accurate, drill-down financial comparisons at Head Office, Division, and Sub-Division levels.
Client Requirements
- Compare actual financials against estimated or planned values dynamically.
- Allow users to select either estimated or planned amounts for comparison with actuals.
- Provide hierarchical reporting across Head Office, Division, and Sub-Division levels.
- Enable drill-down from consolidated organisation level to granular sub-division detail.
- Build mapping logic to align ERP hierarchy with business reporting structure.
- Automate the mapping framework for easier future adjustments.
- Provide both consolidated and drill-down views of financial performance for management.
Technical Stack
Challenges & Solutions
Measurable Results
Implementation Highlights
- Built dynamic dropdown to toggle between Estimated or Plan values vs Actuals.
- Designed hierarchical reporting views: Head Office → Division → Sub-Division drill-down.
- Built mapping logic in Excel to align ERP hierarchies with business reporting structure.
- Integrated Excel mapping framework with Power BI for automated hierarchy-based reporting.
- Created DAX dynamic measures to support flexible financial comparison logic.
- Automated mapping framework to enable easy future adjustments by the finance team.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly and completed the integration smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
FAQs
Need a Similar Solution?
Our Power BI experts can build financial dashboards with dynamic Actual vs Estimated comparisons, hierarchical drill-down, and automated mapping — tailored to your ERP and reporting structure.
