Financial Analysis for Fitness Company
Financial Analysis
About this project
This is a Fitness Company Financial Analysis
The aim of this data project is to analyze the financial performance of a sporting goods manufacturer with three business lines: Sports Inventory, Sportswear, and Nutrition & Food Supplements. The dataset includes revenue and expense data, split by month and business line.
Tool used: Power BI, Excel, Figma, ZoomCharts Visuals
The financial report provides an overview of the financial health of Fitness Co., focusing on key metrics such as total revenue, total expenses, and net balance. Here's a breakdown:
- Key Financial Metrics:Fitness Co. is profitable with a net balance of $4.31 million, indicating a positive financial position.
- Total Revenue: $17.56 million
- Total Expenses: $13.25 million
- Net Balance (Profit): $4.31 million
- Revenue and Expense Trends:
- Revenue and expenses are visualized month-by-month using bar graphs. While revenues generally trend upward, there are fluctuations in expenses that need to be monitored.
- Net balance increases steadily over the year, suggesting that the company has been effectively managing its finances and controlling costs relative to its revenue growth.
- Expense Breakdown:
- The pie chart shows that "Sales" is the largest expense category, comprising 47.67% of total expenses. Other significant categories include "COGS," "Consulting and Professional Services," and "OpEx."
- A more detailed analysis of expense categories like "Equipment," "Marketing," "Payroll," etc., reveals areas where costs may be optimized.
- Monthly Financial Performance:
- The data table provides monthly insights into total income, COGS, gross profit, OPEX, total expenses, and net profit.
- This table shows which months had higher profits or losses, potentially indicating seasonality or other factors affecting business performance.
Conclusion:
Fitness Co. is in a strong financial position, but there are opportunities to further optimize costs and increase profitability. By focusing on high-cost areas and leveraging data-driven insights, the company can continue to grow and strengthen its financial health.
