How This Workflow Works
This workflow calculates the Revenue Growth KPI for a company over several years by analyzing journal entries, aggregating monthly revenues, computing growth rates, and presenting the results through interactive visualizations.
Key Features:
- Calculate monthly revenue growth rates to monitor business momentum
- Aggregate and analyze revenue data by selected time periods
- Identify trends and fluctuations in revenue performance
- Visualize revenue and growth metrics interactively for deeper insights
Step-by-step:
1. Aggregate Revenues by Period:
The workflow processes financial journal entries, handling any missing values to ensure consistency. It then aggregates credit amounts as revenues for each month, organizing the data by the selected year and period.
2. Calculate Revenue Growth Rates:
After monthly revenues are summed, the workflow computes the growth rate for each period by comparing current and previous months. This highlights increases or decreases in revenue over time.
3. Enable Year Filtering and Visualize Insights:
The workflow presents total revenues and growth rates in an interactive dashboard. Users can select a specific year to focus the analysis and are presented with intuitive visualizations that make it easier to spot trends, compare periods, and communicate findings to stakeholders.