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Client’s Business Goals

They were keen to design and develop a business intelligence solution that can help the organization in effectively analyzing expense-related details like closing amount balance, profit & loss, expense-related KPIs, etc.

Key Challenges

The client was finding it difficult to come up with a set of reports and dashboards that could give them a detailed insight into their expense-related KPIs and details. They had huge data coming from different databases located at different locations and maintaining the performance of dashboard was difficult. They also wanted to offer a background to specific columns of the table and fetch the image of the product once clicked on the dashboard.

Our Approach

Looking at the challenges faced by the client, SPEC INDIA followed the standard model of development that includes research and analysis, development, design, testing and deployment to develop the product. We designed and launched the BI reports and dashboards, after identifying and researching on various modern methodologies.

Our Solution

SPEC INDIA understood the requirements and recognized the challenges faced by the client. The client offers a flexible expense monitoring portal that gave insightful details about different facets of expenses borne by the business at different locations.

We used Tableau Actions to fetch images based on the clicked product. We made sure to hide the unused fields from the data source to increase the performance of the dashboard and the extracts.

We customized the existing views of Tableau and implemented a visual component that provides background to the specific columns of the table.

Key Inclusions

Data Table Dashboard

Expense analysis

Sales Dashboard

Sales Inventory Analysis

Profit & Loss statement

Expense based KPIs

Closing amount balance

Different background to table columns

Fetching product-based image



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Technologies & Tools

Tableau Online

Our Process


Our detailed and accurate research, analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.


We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.


Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.


Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.


We have well-defined, robust, and secure launch criteria that offer us a successful implementation clubbed with detailed testing, customer acceptance, and satisfaction.

Business Benefits

Easy monitoring of expenses in different stores

Monthly, quarterly, and yearly monitoring of expenses

Comparison of closing balance Vs budget allocation

Optimal performance of dashboards with complex visualization

User-specific, effective, and well-optimized visualization and dashboards

Enriched graphical user interface (GUI)


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