financial-dashboards

Creating a series of financial dashboards based on IN and OUT documents

Using streamlit, pandas and other data modeling packages. Documentation will come later on.

Core Documents

We will base all the financial dashboards on two documents, IN(income) and OUT(expenses), as follows:

1. Income Receivables (IN)

• Money that you expect to receive from sales, services, or other income sources.
• Columns for this document:
  • Issue Date
  • Invoice/Receipt Number
  • Client Name
  • Description (Project)
  • Quantity
  • Unit Price
  • Currency
  • Amount
  • VAT
  • Total Amount
  • Status
  • Paid Date
  • Category
  • Type
  • Payment Method

2. Expense Payables (OUT)

• Amounts that you owe for expenses incurred but not yet paid.
• Columns for this document
  • Payment Date
  • Invoice/Receipt Number
  • Supplier Name
  • Currency
  • Amount
  • Due Date
  • Category
  • Description