Sales Performance Dashboard Solution

Sales Performance Dashboard Solution

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Turning KashFlow.com sales data into clear, daily insight

Years of sales data in KashFlow.com but no easy way to understand it. Reports had to be exported and worked through by hand, so trends were hard to spot and comparing periods or tracking against budget took hours.

I built a custom PHP integration that pulls the sales data from the KashFlow API into a structured MySQL database, and created Power BI dashboards on top of it.

The client now has a clear, up-to-date view of sales trends, spend, year-on-year and month-on-month performance, and progress against budget, all in one place and without manual exports.

The data was there. The answers weren’t.

Every online sale was recorded in KashFlow, but getting useful information out meant exporting reports and working through spreadsheets by hand. Simple questions took hours to answer, and the bigger picture was hard to see.

The solution

An automated pipeline from KashFlow to Power BI

Rather than exporting reports by hand, I connected directly to KashFlow and built a clean, structured data store that Power BI could report from reliably.

What the dashboards show

The questions that matter, answered in one place

Project Tasks
  • Power BI

    Using Power BI, I cleaned and organised the raw KashFlow data, fixing inconsistent dates and categories, then presented it as interactive dashboards with trends, comparisons and budget tracking that anyone in the business can read at a glance.

  • KashFlow.com

    KashFlow is UK cloud accounting software that small businesses use to manage invoicing, sales, purchases and bookkeeping online, and its API lets other systems connect securely to read that data automatically.

  • PHP

    The data is loaded and transformed by PHP scripts hosted alongside a MariaDB database on a secure server. The scripts call the KashFlow API on a schedule, then clean, structure and store the sales data in MariaDB, ready for Power BI to report from.

  • Custom PHP Web Application

    I also built a simple custom web application so the client can enter and update their budgets directly in the MariaDB database, without touching spreadsheets or code. Any change they make flows straight into Power BI, so the budget against actual figures are always measured against the latest targets. Secured with a strong 2FA security solution.

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Project Details

A UK business selling online had years of sales data in KashFlow.com but no easy way to see trends, compare periods or track performance against budget. I built an automated pipeline from KashFlow into Power BI that now answers those questions at a glance. Using PHP,Power BI, Kashflow.com, and Mysql.