📅 2024-12-13 — Session: Designed financial document layouts and visualization
🕒 18:50–20:05
🏷️ Labels: Financial Planning, Document Design, Cash Flow, Data Visualization
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to design and improve financial document layouts focusing on liabilities and cash flow, and to enhance data visualization techniques.
Key Activities
- Developed a modern layout for a financial document titled ‘Liabilities and Cash Flow Challenges,’ including sections for liabilities, proposed actions, and cash flow management.
- Created a visual layout for the ‘Liabilities and Cash Flow Challenges’ section, inviting feedback for further adjustments.
- Outlined a comprehensive financial overview document with strategic planning, income, and expense analyses.
- Analyzed the financial situation of family properties, identifying significant imbalances and proposing necessary actions.
- Detailed the Income Overview section for family rental properties, including income stream analysis and actionable insights.
- Suggested improvements for data plot clarity and presentation, focusing on titles, labels, colors, and interactivity.
- Provided a guide on adding gridlines in Google Sheets aligned with semesters or years.
Achievements
- Completed the design of modern financial document layouts with a focus on clarity and strategic planning.
- Enhanced visualization techniques for financial data representation.
Pending Tasks
- Review and gather feedback on the ‘Liabilities and Cash Flow Challenges’ visual layout.
- Implement suggested improvements for data plot clarity in existing visualizations.