Product Detail

Financial Risk and Stock Risk Calculation

Tool Is Certified by Microsoft:

Problem Statement

Financial Risk & Opportunity Matrix – Custom Power BI Visual

The Financial Risk & Opportunity Matrix is a sophisticated, quadrant-based visualization tool designed for financial analysis and strategic business planning. Developed as a custom visual for Microsoft Power BI, it enables users to assess financial risk exposure and liquidity across departments, business units, products, or investments. By combining interactive data points, customizable visual cues, and dynamic filtering, this tool helps finance professionals uncover hidden insights and make informed, data-driven decisions.

Purpose and Functionality

This visual plots business metrics along two dimensions: risk (X-axis) and opportunity (Y-axis). The matrix is divided into four quadrants, each representing a distinct financial position. It enables decision-makers to quickly identify areas of concern, potential investment, or operational stability.

Users can interact with the visual through dropdown filters and export the filtered data as a CSV file for further offline analysis or reporting.

Key Benefits

Interactive Quadrant Visualization

Each quadrant is color-coded and labeled based on financial meaning:

  • High Risk & High Opportunity – Cautionary Growth Zone
  • High Risk & Low Opportunity – Critical Zone
  • Low Risk & High Opportunity – Ideal Investment Zone
  • Low Risk & Low Opportunity – Stable Zone

Shapes and colors of data markers can be customized according to category.

Conclusion

Business Use Cases

CFO Dashboards

Provides a consolidated view of risk and opportunity across departments, enabling confident strategic decisions.

Investment Strategy Optimization

Helps assess individual investments or portfolios by visualizing expected returns and associated risks.

Operational Planning

Identifies underperforming or high-risk business units, guiding optimization initiatives.

Compliance Reporting

Tracks financial health metrics and ensures alignment with industry or regulatory benchmarks.

Performance Tracking Over Time

Compatible with Power BI’s Play Axis to animate data across time periods, enabling detection of trends and anomalies.

 

 

 

Documentation and Support

  • Website: https://innovationalofficesolution.com/
  • Support Email: admin@innovationalofficesolution.com

For more information visit our Microsoft app source link https://appsource.microsoft.com/en-ie/product/power-bi-visuals/officesolution1640276900203.line-bubble-chart-by-office-solution?tab=Overview

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