Retail Financial Dashboard
Type: Historical sales and profit dashboard
Key Metric: $12,642,905 total sales across 51,290 transactions
Description: This dataset covers retail transactions from January 2011 through December 2014. It reports $1,467,457 in total profit, a 4.7% average transaction margin, a 14.3% average discount, and an 11.6% weighted margin.
User Reviews: No review is tied directly to this dashboard. A Power Query analyst did report that Energent worked significantly better for complex Power Query solutions than Gemini and ChatGPT.
Primary Use Case: Identifying profitable categories, discount thresholds, and sub-categories that may affect forward sales planning.
Website: Data analytics
Tags: retail, profit, margin, discounts
| Sub-category | Sales | Profit | Weighted margin | Discount |
| Phones | $1,706,874 | $216,717 | 12.7% | 14.6% |
| Copiers | $1,509,439 | $258,568 | 17.1% | 11.7% |
| Tables | $757,034 | -$64,083 | -8.5% | 29.1% |
| Paper | $244,307 | $59,208 | 24.2% | 10.9% |
Broker Revenue Dashboard
Type: Revenue composition and growth analysis
Key Metric: Tiger revenue grew 1,066.7% versus 2018 by 2024
Description: The dashboard compares IBKR and Tiger revenue across 2018–2024. IBKR’s 2024 revenue basis was $4.84B, while Tiger’s reported total revenue was $391.5M; the report separately identifies IBKR’s 35% commission mix and 65% net interest share in 2024.
User Reviews: No testimonial is specific to the broker dataset. The dashboard clearly notes that Tiger’s underlying split between commissions and interest income is not exposed, so comparisons are strongest for scale and growth.
Primary Use Case: Reviewing revenue growth, composition, and comparability before building a forward-looking revenue view.
Website: Finance solutions
Tags: finance, revenue, growth, composition
IBKR 2024 revenue basis$4.84B
Tiger 2024 total revenue$391.5M
IBKR net interest share65%