Finance → Action: Building a CFO-Ready Power BI Dashboard (P&L, Balance Sheet & Procurement) for The Helicopter Company

Client Profile

Name: The Helicopter Company

Background: Backed by PIF, which is one of the largest public investment firm

Domain: Aviation Industry

Financial Performance & P&L Dashboard

The Financial Performance Dashboard provides an executive-level view of THC’s profitability by combining standalone and consolidated Profit & Loss statements into a single analytical experience. It compares budget versus actual performance across revenue, cost of revenue, gross profit, SG&A, EBIT, and net income, allowing leadership to quickly identify variance drivers and margin pressure. Visual comparisons of EBIT and SG&A budget versus actuals highlight cost overruns and operational inefficiencies, while period selectors (month, quarter, year) enable dynamic financial analysis. This dashboard is designed for CFOs and finance leadership to monitor financial health, performance gaps, and corrective priorities in a capital-intensive aviation business

Balance Sheet, Cash Flow & Working Capital Dashboard

This dashboard focuses on THC’s financial position and liquidity by analyzing balance sheet metrics, receivables aging, payable aging, and cash position trends. It highlights current versus overdue receivables, enabling finance teams to assess collection risks and working capital exposure. Monthly cash position visuals provide insight into liquidity fluctuations, while asset and liability comparisons reveal period-over-period balance sheet movements. By consolidating balance sheet and cash-flow–related indicators, this dashboard supports treasury management, credit control, and short-term financial planning for large-scale aviation operations

Procurement & Spend Management Dashboard

The Procurement Dashboard delivers visibility into managed spend, sourcing strategies, and procurement efficiency. It analyzes spend distribution across procurement types (competitive, single source, sole source, direct purchase), helping leadership understand cost concentration and sourcing risk. SLA-based PO cycle analysis highlights procurement turnaround times and urgency levels, with metrics such as average PO cycle duration supporting operational performance monitoring. This dashboard is particularly valuable for controlling procurement costs, improving sourcing discipline, and ensuring governance in a highly regulated aviation and defense-aligned environment like THC