Financial dashboard development for online yoga training school
- Location
- British Columbia, Canada
- Year
- 2024
- Engagement
- Profitability Improvement: Reporting & Automation
A large yoga content creator and training platform required improved financial visibility to monitor profitability and major expenses while maintaining alignment with existing reports. The organization needed a more integrated and scalable dashboard to support ongoing management and performance tracking.
Our team conducted a diagnostic of the client's existing financial reporting tools and redesigned an outdated dashboard to improve data integration and usability. We incorporated expense tracking, profitability metrics, and social media performance data into a single management tool aligned with the client's reporting needs.
Case snapshot
Delivered a comprehensive financial dashboard integrating profitability, expense, and social media metrics
Trades, Home and Personal Services
Case snapshot
Improved data integration with existing reports for more accurate performance monitoring
Trades, Home and Personal Services
Case snapshot
Established a management tool adopted for ongoing use to support financial oversight and decision-making
Trades, Home and Personal Services