Comprehensive Financial Dashboard for Business Insights

Create a dashboard the dashboard should focus on the company’s overall financial health, client portfolios, and investment performance. Key Components: Portfolio Performance: Real time updates on client portfolios (stocks, bonds, real estate, etc.) Portfolio ROI (Return on Investment) and IRR (Internal Rate of Return) Risk metrics (Sharpe ratio, Value at Risk) Performance compared to market benchmarks (S&P 500, FTSE 100, etc.) Client Metrics: Number of active clients Breakdown of client types (individuals, businesses, high net worth, etc.) Client onboarding progress (new clients, pending paperwork, etc.) Client satisfaction scores or NPS (Net Promoter Score) Cash Flow & Revenue: Monthly or quarterly revenue Active contracts and future revenue projections Overdue invoices and accounts receivable Operational costs (salaries, technology, rent) Investment Insights: Current asset allocation (equities, bonds, cash, etc.) Top performing assets New investment opportunities (emerging markets, hot stocks, etc.) Compliance & Regulatory Tracking: Status of compliance filings (SEC, FINRA, tax filings, etc.) Upcoming deadlines for regulatory reports AML (Anti Money Laundering) and KYC (Know Your Client) compliance status Risk Management: Alerts for underperforming assets Diversification status across portfolios Credit risk and debt exposure analysis