Financial Analytics
Financial Analytics With Data Driven Insights
GrowthBI helps finance teams forecast revenue accurately, control costs, and drive profitability. With our solutions, your financial planning becomes more strategic.
Dashboard wireframe created using mokkup.ai
Forward Looking Brands Choose GrowthBi
The Problem
Financial decisions made without accurate and timely data often result in costly mistakes. Without detailed financial visibility, it’s difficult to control expenses, forecast revenue, or detect early signs of financial risk.
GrowthBI transformed our sales analytics, boosting lead conversion insights and improving sales forecasting accuracy by 15%.
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Teagan Gagovski
Head Of Sales & Marketing, Montgomery Homes
GrowthBI played a pivotal role in our growth at Rate My Agent in US region. Regular insights from Tableau dashboards were instrumental in honing our growth strategy.
Rohan Chandler
Chief Commercial Officer, Rate My Agent
Who is it for?
Target Audience
Chief Financial Officer (CFO) / VP of Finance
Oversee the financial health and strategy of the company. Require dashboards to track cash flow, profitability, financial forecasting, and overall financial performance.
FP&A (Financial Planning and Analysis) Teams
Focus on budgeting, forecasting, and financial modeling. Require dashboards that provide detailed insights into budget vs. actual performance, forecasts, and scenario analysis.
Accounts Payable/Receivable Teams
Manage the inflow and outflow of funds. Need dashboards to track outstanding payments, collections, and cash flow.
Get Complete Financial Analytics
01
Profitability and Loss Dashboard
Target Audience: CFOs, Finance Analysts, Business Unit Leaders
Key Metrics: This dashboard provides a clear financial overview of profit drivers and loss areas, empowering leaders to make data-informed financial decisions:
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Revenue vs. Expenses: Tracks income and outflows across departments, products, or regions to highlight net profitability.
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Gross & Net Profit Margins: Measures profitability ratios over time and across business segments.
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Cost Center Analysis: Identifies which departments or units contribute most to expenses or cost overruns.
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Top Performing Products/Services: Highlights offerings with the highest contribution margins.
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Loss Drivers: Breaks down recurring or one-time losses, including write-offs, returns, or underperforming segments.
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Year-over-Year (YoY) Comparison: Compares current and historical financial performance to spot trends and anomalies.
Dashboard wireframe created using mokkup.ai
02
Billing and Payment Analysis
Target Audience: Finance Managers, Accounts Receivable Teams, Billing Specialists
Key Metrics: This dashboard offers end-to-end visibility into billing cycles and payment behaviors, enabling improved cash flow management and client accountability:
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Invoice Status Tracking: Monitors billed, paid, overdue, and disputed invoices in real time.
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Days Sales Outstanding (DSO): Measures the average number of days it takes to collect payment, segmented by client or region.
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Payment Timeliness: Tracks on-time vs. late payments to assess customer reliability and payment trends.
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Revenue Collection Rate: Compares total billed versus collected amounts over specific periods.
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Outstanding Balances: Highlights high-risk or high-value accounts with overdue payments.
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Payment Method Insights: Breaks down payments received via bank transfer, credit card, digital wallets, etc., to optimize processing.
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Dashboard wireframe created using mokkup.ai
03
Cash Flow and Liquidity Dashboard
Target Audience: CFO, Financial Controllers, FP&A Teams
Key Metrics: This dashboard provides a real-time view of cash inflows and outflows, ensuring that the company maintains adequate liquidity:
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Total cash inflows and outflows (broken down by operating, investing, and financing activities).
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Cash balance over time (daily, weekly, monthly trends).
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Short-term liquidity ratios (e.g., current ratio, quick ratio).
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Accounts payable and accounts receivable aging (to identify overdue payments).
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Forecasted cash flow for upcoming periods (based on historical trends and expected future payments).
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Top inflows (revenue sources) and top outflows (expenses) by category.
Dashboard wireframe created using mokkup.ai
04
Budgeting and Forecasting Dashboard
Target Audience: FP&A Teams, CFO, Financial Controllers
Key Metrics: This dashboard tracks budget performance and provides forecasts to ensure financial alignment with the company's goals:
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Budget vs. Actual: A comparison of planned vs. actual spending and revenue by department or category.
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Forecasted revenue and expenses for the next period (month/quarter/year).
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Variance analysis (percentage over or under budget for key categories).
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Scenario analysis for different growth projections (best-case, worst-case, expected).
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Headcount and salary forecasts based on hiring plans.
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Key performance indicators (KPIs) that impact financial projections (e.g., sales pipeline, product development milestones).
Dashboard wireframe created using mokkup.ai
05
Portfolio Risk Analysis
Target Audience: Risk Managers, Portfolio Analysts, Investment Directors
Key Metrics: This dashboard evaluates risk exposure across portfolios, helping decision-makers balance returns with risk mitigation strategies:
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Risk Exposure by Asset Class: Breaks down portfolio risk across equities, bonds, commodities, and alternative investments.
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Value at Risk (VaR): Estimates potential losses under normal market conditions over a set time frame.
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Stress Testing Results: Simulates portfolio performance under extreme market scenarios and economic shocks.
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Diversification Metrics: Measures concentration risk and asset allocation balance to avoid overexposure.
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Volatility Analysis: Tracks price fluctuations and volatility indices to gauge market uncertainty.
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Credit & Counterparty Risk: Monitors creditworthiness and exposure to counterparties in the portfolio.
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Dashboard wireframe created using mokkup.ai
Dashboard Features
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Real-Time Updates
Finance teams need up-to-date data to manage cash flow, payments, and financial statements accurately.
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Scenario Modeling
Enable "what if" scenarios for revenue, cost, and cash flow forecasting, helping finance teams prepare for different market conditions.
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Customizable Filters
Ability to filter by department, region, time period, and cost center to get granular insights.
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Variance Analysis
Highlight areas where actual spending/revenue deviates significantly from the budget, enabling corrective actions.
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Compliance Alerts
Notifications and alerts for upcoming regulatory deadlines or tax filing obligations.
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Data Integration
Ability to pull data from multiple systems (e.g., ERP, accounting software, CRM) to provide a holistic view of the financial health of the business.
How We Deliver Financial Analytics
At GrowthBI, we offer a straightforward process to help you take control of your sales data and turn it into a powerful tool for growth:
Here's how it works:
We Create a Mockup Dashboard
Within 1 to 2 days, we deliver a visual prototype that focuses on the financial metrics that matter most to your business, such as profitability, cash flow, and forecasting accuracy.
01
We Build Your Data Infrastracture
Our team connects your accounting systems, ERP tools, and spreadsheets, then models your data to ensure consistency, accuracy, and transparency across all reports.
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We Create Dashboard With Drill Down Functionality
You can drill into cost centers, revenue trends, and financial drivers to uncover insights that improve forecasting, budget control, and overall financial performance.
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IN PARTNERSHIP WITH
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Why GrowthBI is considered among one of the top data analytics companies in Australia?GrowthBI is one of the leading data analytics companies in Australia. We have helped senior leadership teams prepare insightful dashboards, showcasing our ability to support high-level strategic decision-making. We provide complete analytics solution to fast growing mid size business.
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What services does GrowthBI provide?GrowthBI offers a comprehensive suite of data analytics services designed to empower businesses with actionable insights and drive growth. Our key services include: 1. Customized Dashboard Development 2. Create data products for data monetization 3. Data Integration 4. Ongoing Support and Consultation
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What industries do you specialize in?GrowthBI specializes in working with industries that are undergoing rapid growth and digital transformation. Our primary areas of expertise include SaaS, Financial Services, Healthcare, Real Estate, Education, Retail, Agriculture and Manufacturing. We understand the unique challenges these sectors face and leverage our experience to provide analytics solutions that drive growth.
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Can GrowthBI help integrate my existing data tools and systems?We specialize in integrating a wide range of existing tools and systems to create seamless data workflows. Using Fivetran’s 500+ data connectors, we integrate popular platforms across various domains, including: Marketing Systems: Facebook, Google, TikTok, LinkedIn. CRM Platforms: HubSpot, Salesforce. Payment Systems: Stripe. Accounting Software: Xero, Netsuite. eCommerce Systems: Shopify, and more. For less common systems, such as YouTRAC or Insightful.io, we build custom data connectors using REST API to ensure every system is covered. With our expertise, you can unify your data and unlock powerful insights to drive smarter decisions.
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Does GrowthBI offer ongoing support and consultation after project completion?Yes, we provide ongoing support and consultation even after the initial implementation. We offer flexible options such as retainers or ad-hoc support to ensure that your team can continue leveraging the full potential of your analytics solutions. Whether it's answering questions, adjusting dashboards, or advising on new business insights, we're here to help you make the most of your data.
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Does GrowthBI offer training on how to use analytics dashboards?Yes, we offer comprehensive training to help your team get the most out of your new analytics dashboards. This can include one-on-one training sessions, group workshops, or detailed documentation, depending on what suits your team best. Our goal is to empower your team to use data independently and make confident, data-driven decisions.
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How do I start the engagement with GrowthBI?Getting started is simple. Just reach out to us through our contact form, email, or give us a call. We’ll schedule an initial consultation to understand your needs. From there, we’ll draft a proposal detailing our recommended approach, timeline, and pricing, ensuring that it aligns with your goals before we begin our partnership.