School Financial Analytics Dashboard

Overview

What if school leaders could instantly see where their revenue is really coming from? This project answers that.

Using a simulated dataset, I built an interactive Power BI dashboard to break down revenue by class and track performance across academic years. The goal was to turn scattered data into clear, actionable insights for better financial planning.

From a business lens, I focused on identifying high-revenue classes, spotting growth/decline trends, and understanding how different segments contribute to overall income—key inputs for pricing, admissions strategy, and resource allocation.

I cleaned and standardized inconsistent data using Power Query and built DAX measures for year-over-year analysis and dynamic reporting.

What I learned: translating business questions into KPIs, structuring messy data, building intuitive dashboards, and thinking beyond numbers to drive decisions.

Tools: Power BI, DAX, Power Query

Key Questions

• How much revenue is collected each month?
• What percentage of fees are successfully collected?
• Which classes generate the most revenue?
• What are the major expense categories?
• Is the school operating with a financial surplus?

Key Metrics

• Total Revenue
• Total Expected Fees
• Outstanding Fees
• Collection Rate
• Total Expenses
• Net Surplus

Dashboard Highlights

• Revenue trends over time
• Revenue contribution by class
• Fee collection performance
• Expense category breakdown
• Net surplus tracking

Data Model

The dashboard uses a star schema with:

Fact tables

• Fee Payments
• Expenses

Dimension tables

• Students
• Fee Structure
• Transport Fees
• Date Table