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A Python tool that reads business transaction data from a CSV file and automatically generates core financial KPIs such as revenue, profit margin, expense ratio, and growth analytics.

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Shashwat-Aneja/automated-kpi-generator

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Automated KPI Generator

A Python-based tool that reads business transaction data (CSV) and automatically calculates key performance indicators (KPIs). Useful for financial automation, decision-making, and business analytics.


πŸ“Š Supported KPIs

KPI Description
Total Revenue Sum of income transactions
Total Expenses Sum of expense transactions
Profit Revenue – Expenses
Profit Margin (Profit / Revenue) Γ— 100
Expense Ratio (Expenses / Revenue) Γ— 100
Growth Rate Based on previous period (if data available)

πŸ§ͺ Example CSV Format

date,amount,type
2025-01-01,5000,revenue
2025-01-02,1200,expense
2025-01-03,3000,revenue
2025-01-04,800,expense

πŸš€ Usage

1️⃣ Clone the repository

git clone https://github.com/Shashwat-Aneja/automated-kpi-generator
cd automated-kpi-generator

2️⃣ Install dependencies

pip install pandas

3️⃣ Run the script

python kpi_generator.py data.csv

πŸ”Ž Example Output

===== KPI Report =====
Total Revenue      : β‚Ή8000
Total Expenses     : β‚Ή2000
Profit             : β‚Ή6000
Profit Margin      : 75.00%
Expense Ratio      : 25.00%
Growth Rate        : N/A (single period)
======================

πŸ“ Project Structure

automated-kpi-generator/
β”‚
β”œβ”€β”€ kpi_generator.py
└── README.md

πŸš€ Future Enhancements

  • Add monthly comparison
  • Visual charts using matplotlib
  • Export KPI report to PDF or CSV
  • Integrate with FastAPI (XYLO-compatible)

Developed by Shashwat Aneja

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A Python tool that reads business transaction data from a CSV file and automatically generates core financial KPIs such as revenue, profit margin, expense ratio, and growth analytics.

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