What is Finance Analytics?

Finance Analytics helps organizations make data-driven decisions by analyzing financial performance, tracking KPIs, and forecasting future trends. At Insight Mantra, we convert your finance data into meaningful dashboards that simplify complex reports and guide confident strategic decisions.

We focus on four major types of analytics that serve different stages of your business decision-making:

Descriptive Analytics

This answers the question: “What happened?”

• Track income, expenses, and profit margins.
• Monitor cash flow and working capital.
• Analyze historical performance of cost centers or departments.

Diagnostic Analytics

This goes deeper to ask: “Why did it happen?”

By examining causes behind the trends

• Identify reasons behind rising expenses or shrinking margins.
• Analyze underperforming cost heads or investment portfolios.
• Understand anomalies in monthly or quarterly performance.

Predictive Analytics

What will happen next?

• Forecast revenue, costs, and net profit.
• Predict cash flow gaps and capital requirements.
• Model risk and scenario analysis for better planning.

Prescriptive Analytics

What should you do about it?

This is where you get recommendations:

• Recommend budgeting or cost-control strategies.
• Optimize investment decisions and expense allocation.
• Automate alerts for financial KPIs.

What are the Benefits of financial Analytics?

Executive-Level Visibility

• Real-time insights on cash flow, P&L, and balance sheet.
• Simplified decision dashboards for CFOs and finance heads.
• Weekly, monthly, or quarterly finance summaries.

Budgeting & Forecasting

• Compare actual vs. forecasted performance.
• Drive better budgeting with clear trends and patterns.
• Highlight variances and improve future planning.

Business Growth

• Identify cost-saving opportunities.
• Spot unproductive expense areas and correct leakages.
• Align financial goals with operational strategies.

Key Layers in Sales Analytics Solution:

Data Collection Layer

• Pulling data from Accounting software (Tally, Zoho Books, QuickBooks), Excel files, bank statements, ERP systems.

Data Cleaning & Processing Layer

• Removing duplicates, standardizing formats, and preparing usable datasets.

Analytics Engine

• Using formulas, pivot tables, or Power BI visuals to generate insights.

Reporting & Sharing Layer

• Dashboards, visual summaries, and secure online access via Power BI links.

Want a hands-on example?

Let Insight Mantra help you analyze your past, plan your future, and grow smarter.

Ready to take control of your sales data?

Let’s schedule a quick call and show you how our dashboards can make your business more efficient, confident, and competitive.