A prestigious travel agency struggling with laborious manual tasks to meet the finance goals. Our aim is to enhance their finance report and provide them smart BI solutions to run their business in a very effective and smooth manner by avoiding manual tasks and increasing efficiency of results in Profit and Loss statement and Balance Sheet.
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Diacto created different dashboards which has the Report and Insights on Profit and Loss and Balance Sheet
by incorporating these KPIs and utilizing the Pivot tables, the dashboard enables users to gain valuable insights into the company’s revenue, net income, ticket volumes, and P&L performance. Provides capabilities to drill down into different accounts.
The visualizations and data tables provide a comprehensive view of financial data, facilitating informed decision-making and analysis. These insights support better decision-making and enable efficient financial management for the organization.
Due to the ease of access to insights on their fingertips, the Finance Team, leadership and business stakeholders benefited from this implementation.
A workbench was established to pull client’s data from Excel sheets, streamlining retrieval. This automated approach replaced manual extraction, enabling efficient data access and integration for analysis and reporting.
Using BI Governance, Diacto team cleaned the instance and removed any unwanted Datasets and Cards for creating clean environment.
DOMO's Magic ETL (Extract, Transform, Load) tool was utilized to transform the data into a format suitable for building the desired dashboards and visualizations.
DIACTO helped by using a BI tool, a data management and visualization platform, brought significant enhancements to travel agency’s entire functionality The following improvements were achieved in the complete architecture:
The target audience for these points would include:
Overall, The audience involves this travel agency’s financial management, analysis, decision-making, and auditing roles.
Real-time reports and dashboards provided instant access to key metrics, aiding decision-making and improving financial visibility.
BI tool's automated reporting saved time, reducing manual work, enhancing productivity and generating cost savings.
1.Integration lowered errors, ensuring reliable data for decision-making, analysis.
BI tool's drill-down capabilities enabled comprehensive financial scrutiny, aiding targeted decisions across accounts, divisions, regions, and driving improvements.
It offers a dynamic dashboard, instant insights, enhancing decision-making, detecting trends, and optimizing performance efficiently.
Mobile friendly business dashboards offer seamless access, empowering users to monitor and manage vital data conveniently on the go, boosting productivity and adaptability.
Here’s how Diacto contributed to improvement of finance function:
Overall, BI tool improved financial reporting which lead the travel agency to enhance efficiency, accuracy and decision making.
