Analysis and Design of a Management Dashboard for Financial Statement Analytics of the Subsidiary Companies of the Mostazafan Foundation

Financial statement analysis is one of the primary methods used to evaluate companies. Various financial ratios and analytical techniques can effectively reveal a company’s financial performance. This process helps business owners and organizational managers make better decisions and improve their financial standing.

Negar Economic Development Group, leveraging the expertise of its team in finance, holding management, and information technology, has designed and implemented management and analytical dashboards for corporate financial statement analysis using Microsoft Power BI.
Based on the data extracted from balance sheets, income statements, and cash flow statements, the dashboards provide capabilities for horizontal and vertical analyses, financial ratio assessments, and annual adjustment coefficients.
More than 30 key financial indicators—covering profitability, activity, liquidity, leverage, and financial ratios—are calculated and visualized interactively.
Users can also track the periodic performance trends of each company.
For holding groups and parent organizations, the system enables comparative analysis and consolidated visualization of all subsidiary companies’ financial data.

Specialized analyses such as Altman Z-Score, DuPont Analysis, and others have also been incorporated, providing valuable insights for financial analysts in both subsidiary companies and parent organizations.
This project has been developed based on 20 years of financial data from over 150 subsidiary companies of the Mostazafan Foundation.

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