Expense Dashboard

High Level Design

Overview

Scorecards are used for comparing an entity to a benchmark for monitoring and measuring performance. Personal expenses are hard to keep track of due to a large number of transactions. In order for one to know in which areas it should be easier to decrease, one needs to take into consideration also the standard cost of living which is done in this case by comparing to the benchmark.

Goals

Decrease personal expenses by identifying areas that are excessively high.

Objectives

• Understand current state of expenses.
• Identify areas in which one is spending too much compared to benchmark.
• Identify areas in which one is spending less compared to benchmark.
• Identify areas in which the expense grows monthly.

KPI Architecture

Objectives	KPIs	Measures	Data Source
1.Understand current state of expenses.	Total Expenses	SUM(Amount)	Personal_Expenses
	Expenses Distribution	SUM(Amount) by Category	Personal_Expenses, Dim Sub_Category
	Expense Amount per Category	SUM(Amount) by Category	Personal_Expenses, Dim Sub_Category
	Total Expenses Compared to Benchmark	SUM(Amount)-SUM(Avg_Amount)/SUM(Amount)	Personal Expenses, Benchmark
2. Identify areas in which one is spending too much compared to benchmark.	Highest Expense Category Compared to Benchmark	SUM(Amount)-SUM(Avg_Amount)	Personal Expenses, Benchmark, Dim Sub_Category
	Expenses Compared to 80-120% of Benchmark per Category	0.8*SUM(Avg_Amount), SUM(Avg_Amount), 1.2*SUM(Avg_Amount), SUM(Amount)	Personal Expenses, Benchmark, Dim Sub_Category
3. Identify areas in which one is spending less compared to benchmark.	Lowest Expense Category Compared to Benchmark	SUM(Amount)-SUM(Avg_Amount)	Personal Expenses, Benchmark, Dim Sub_Category
	Expenses Compared to 80-120% of Benchmark per Category	0.8*SUM(Avg_Amount), SUM(Avg_Amount), 1.2*SUM(Avg_Amount), SUM(Amount)	Personal Expenses, Benchmark, Dim Sub_Category
4. Identify areas in which the expense grows monthly.	Monthly Growth of Expense Amount per Category	GROWTHPASTMONTH(SUM(Amount))	Personal Expenses, Dim Sub_Category, Dim Dates

Entities Relationship Diagram

Plugins & Scripts

• Blox
• Series with Only Data Point in Line Chart