Phoenix - Your AI AssistantBudget vs Actual analysis with Variance & KPI Insights
Delivery in
3 days
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What you get with this Offer
Budget vs Actual analysis that highlights financial performance in real time and reveals where targets are being met, exceeded, or at risk.
Key Features:
1. Variance insights by revenue, cost categories, and business units, helping management take smarter decisions faster.
2. Drill-downs, trend views, and KPIs focused on accountability and operational efficiency.
3. Data update with minimal effort.
Deliverables: Single business unit dashboard with key variances (spreadsheet)
Steps to Deliver
Step 1 — Data Intake & Structure
Review financial datasets, validate mapping, define KPIs and performance categories, align fiscal timeline.
Step 2 — Variance Analysis
Build variance analysis with visuals: Absolute vs %, month-over-month, year-to-date, category-wise insights.
Step 3 — Review & Optimization
Fine-tune layout, build automation rules, provide walkthrough & editable files.
Note: Please contact me before placing an order for any queries
Key Features:
1. Variance insights by revenue, cost categories, and business units, helping management take smarter decisions faster.
2. Drill-downs, trend views, and KPIs focused on accountability and operational efficiency.
3. Data update with minimal effort.
Deliverables: Single business unit dashboard with key variances (spreadsheet)
Steps to Deliver
Step 1 — Data Intake & Structure
Review financial datasets, validate mapping, define KPIs and performance categories, align fiscal timeline.
Step 2 — Variance Analysis
Build variance analysis with visuals: Absolute vs %, month-over-month, year-to-date, category-wise insights.
Step 3 — Review & Optimization
Fine-tune layout, build automation rules, provide walkthrough & editable files.
Note: Please contact me before placing an order for any queries
What the Freelancer needs to start the work
1. Historical and budgeted financial data by month
2. Department or business unit mapping, chart of accounts
3. Data format (Excel/CSV/ERP extracts) and update frequency