Weighted score of profit per order combined with volume per customer. This allows us to focus on customers with higher profit margins and larger volume. By weighting profit against volume we can determine which of our accounts take up the most of time and compare it to how much volume they give us.
To present financial reports to stakeholders, I use data storytelling. This technique combines a clear narrative with simple visuals like charts and graphs to explain complex data. I start with a story that aligns with stakeholders' goals, then highlight key insights using visuals. This approach keeps their attention and helps them understand the data better, leading to more informed decisions. Stakeholders find it engaging because it connects the data to their business objectives.