Pedro DinizFinance Transformation
All transformation cases

Northbridge Capital (fictional) · Business Intelligence

Executive Revenue Dashboard

A single executive view of revenue, margin and cash — designed and functional as a concept, replacing a patchwork of spreadsheets with one trusted source of truth.

Concept designed — not in production

The Problem

Northbridge Capital's leadership reviewed performance from a deck that took three analysts five days to assemble every month. By the time it reached the board, the numbers were three weeks old, inconsistent between regions, and impossible to drill into.

Why It Matters

Decisions made on three-week-old numbers are decisions made in the dark — and at the executive level, that is expensive.

How I Approached It

I designed a governed data model that unifies every region behind one set of KPI definitions, feeding an executive dashboard built around the questions leadership actually asks — with consistent metrics, instant region switching and drill-down from total revenue to individual accounts.

  • One governed model — every KPI has one definition
  • Refreshed on a schedule, not rebuilt by hand monthly
  • Drill-down from global total to region and account

Interactive Demonstration

The preview is an interactive demonstration of the concept. All companies, accounts and figures are fictional and illustrative only.

Executive Revenue Dashboard — conceptIllustrative

Revenue Performance

FY view · actual vs. plan

Total Revenue

$48.2M12.4%

Gross Margin

61.3%2.1pp

Net Cash

$14.7M8.6%

YoY Growth

12.4%12.4%
Actual Plan
JFMAMJJASOND

Revenue by business unit

Subscriptions$21.4M
Professional Svc.$11.8M
Platform$9.2M
Partnerships$5.8M

Top accounts

Halcyon Retail$4.2M9.0%
Orion Manufacturing$3.6M14.0%
Lumen Health$2.9M3.0%
Cobalt Energy$2.4M6.0%

Enabling Technology

Data layer

  • Governed data model
  • Scheduled ETL
  • Single semantic layer

Visualization

  • BI dashboard
  • Drill-down hierarchy
  • Role-based views

Governance

  • KPI dictionary
  • Reconciliation checks
  • Audit trail

Business Value & Takeaway

Monthly reporting effort drops from five days to minutes, latency from three weeks to near real-time, and every region reports against the same KPI definitions.

The dashboard mattered less than the agreement on what each number actually meant.