Financial Executive Dashboard Using Open Source BI Tools For Small Scale Businesses

Abstract

The project involved constructing an analytical and predictive tool on top of a data warehouse using our clients database. The finished product is a set of complete dashboards showing business analysis from different dimensions. This will help the business owners analyze their business metrics and make intelligent decisions. The system will also help them to predict future trends using the available data. The project involved exploration, learning and configuration of the Spagi BI tool which is an Open source Business Intelligence Suite. It offers a large range of analytical functions, a highly functional semantic layer often absent in other opensource platforms and projects, and a respectable set of advanced data visualization features. Four dashboards are created which gives the business owner an insight on how the business is doing. The main tab gives you an overview of sales, revenue targets and the best and worst selling products. The products tab gives you insights on products sold together, sales comparison of different products, insights on products returned and the contribution of each product towards sales. The sales dashboard gives you a breakdown on the profit and expenses comparison for the business and an insight on the sales figures comparison in the time dimension. The expenses tab give a detailed analysis on the expenses the business incurred during the business year. The final product will be a mobile app deployed on the server which can be accessed through the internet using any mobile device.