Financial Analysis– tag –
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Logistics & Transportation KPIs: 7 Key Metrics, Starting with Vehicle Utilization and Operating Cost Ratio
Financial Insights | Industry KPI Guide Series Vol. 9 The bottom line:When assessing the performance of a logistics or transportation business, two KPIs should be at the top of the list: Vehicle Utilization and the Operating Cost Ratio.A... -
[Vol. 8] How to Format a Power BI Dashboard: Fonts, Colors and Layout
Financial Analytics & Automation / Power BI KPI Dashboard Creation Series Introduction In Vol. 7, we added slicers, cards, and charts to build the basic dashboard layout. However, the default formatting is not ideal for operational u... -
Wholesale KPIs: 7 Key Metrics, Starting with Slow-Moving Inventory, Overdue Receivables, and CCC
Financial Insights | Industry KPI Guide Series Vol. 8 The bottom line:For wholesale businesses, three metrics deserve particular attention: the Slow-Moving Inventory ratio, the Overdue Receivables Ratio, and, ultimately, the CCC (Cash Co... -
Real Estate Rental KPIs: 7 Key Metrics, Starting with Occupancy Rate and NOI
Financial Insights | Industry KPI Guide Series Vol. 7 The bottom line:The two KPIs to look at first in real estate are Occupancy Rate and NOI (Net Operating Income).Even when rental income looks strong on paper, revenue can fall as vacan... -
[Vol. 6] How to Calculate YoY and Target Achievement in Power BI: DAX Measures
Financial Analytics & Automation / Power BI KPI Dashboard Creation Series Introduction In Vol.5, we created four basic KPI measures: Operating Margin, Utilization Rate, Inventory Turnover, and Defect Rate. In this article, we will cr... -
Healthcare and Social Care KPIs: 7 Key Metrics, Starting with Bed Occupancy Rate and Labor Cost Ratio
Financial Insights | Industry KPI Guide Series Vol. 6 The bottom line:The two KPIs to look at first when managing a healthcare or social care organization are Bed Occupancy (or occupancy/utilization for care facilities) and Labor Cost Ra... -
[Vol. 5] How to Create Power BI KPI Measures: DAX SUM, AVERAGE and DIVIDE
Financial Analytics & Automation / Power BI KPI Dashboard Creation Series Introduction In Vol. 4, we created a Calendar table and connected the four fact tables to both the Calendar master table and the line master table to build the... -
SaaS KPIs: 7 Key Metrics, Starting with Churn Rate and NRR
Financial Insights | Industry KPI Guide Series Vol. 5 The bottom line:The two KPIs to look at first in a SaaS business are Churn Rate and NRR (Net Revenue Retention).Even if new contracts are growing, monthly recurring revenue (MRR) can ... -
[Vol. 4] How to Create a Calendar Table in Power BI: DAX & Relationships
Financial Analytics & Automation / Power BI KPI Dashboard Creation Series Introduction In Vol. 3, we imported five CSV files using Power Query and prepared the column names and data types. In this article, we will build the foundatio... -
Retail KPIs: 7 Key Metrics, Starting with Conversion Rate and GMROI
Financial Insights | Industry KPI Guide Series Vol. 4 The bottom line:The two KPIs to look at first in retail are Conversion Rate and GMROI (Gross Margin Return on Inventory Investment).Sales can be broken down as: Store Traffic × Conver...
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