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Interactive Financial Performance Dashboard created with Tableau. Capstone project for the Business Intelligence & Analytics course at KEDGE Business School (Paris).

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📊 Financial Performance Dashboard (Tableau)

Capstone Project: Business Intelligence & Analytics

Program: Disruptive Technologies & Modern Management Course: Business Intelligence & Analytics Institution: KEDGE Business School (Paris, France) Author: Gabriel Marín Huerta Date: July 2025


📑 Executive Summary

This project represents the Final Exam for the Data Analytics course at KEDGE Business School. The objective was to analyze a financial dataset to uncover profitability trends, sales performance by segment, and geographic distribution.

Using Tableau, I developed an interactive dashboard that allows stakeholders to visualize Key Performance Indicators (KPIs) across different markets and time periods.

Key Performance Indicators (KPIs)

A snapshot of the primary metrics tracked in this analysis:

KPI Overview


1. 🎯 Business Task (The Challenge)

The exam required a comprehensive analysis of the "Financial Sample" dataset to answer critical business questions:

  1. Profitability: Which countries and segments are generating the most profit?
  2. Product Performance: How do Sales and Profit compare across different products?
  3. Trends: What is the evolution of Sales over time (Yearly and Monthly)?

2. 🛠️ Analysis & Visualizations

The following visualizations were created in Tableau as part of the practical examination.

🌍 1. Global Profitability Analysis

Task: Analyze profitability by Country using a map visualization.

  • Insight: The map highlights key performing regions, allowing for quick identification of high-margin markets vs. loss-making territories.

Country Profitability Map

📈 2. Sales Evolution (Time Series)

Task: Show the evolution of Sales over time.

  • Approach: I utilized a combination of line and bar charts to demonstrate both the yearly growth trajectory and seasonal monthly fluctuations.

Sales Over Time

📊 3. Product & Segment Performance

Task: Visualize the sum of Profit and Sales by Product and Segment.

  • Insight: This comparison reveals which product lines drive the most revenue versus which ones are actually profitable after costs.

Product and Segment Analysis


3. 🚀 Key Visualization & Final Dashboard

The final deliverable consolidates the most critical insights into a comprehensive view for executive reporting.

Key Visualization Dashboard


📂 Project Files


Verified as part of the KEDGE Business School International Summer School program.

Verified as part of the KEDGE Business School International Summer School program. Verified as part of the KEDGE Business School International Summer School program.

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Interactive Financial Performance Dashboard created with Tableau. Capstone project for the Business Intelligence & Analytics course at KEDGE Business School (Paris).

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