ESG & Financial Performance Dashboard (Excel)

ESG and financial performance analysis in Excel using Power Query for data prep, Power Pivot (Data Model) + DAX for modeling, and an interactive dashboard for insights across industries, regions, and years.

Note: To explore slicers and interact with the dashboard, open ESG_Financial_Performance_Dashboard.xlsx.

Dashboard: ESG vs Financial Performance

ESG and Financial Performance Excel dashboard with KPIs, revenue by region, growth rate trends, ESG vs profit margin, carbon and water intensity, and growth vs price-to-sales

Insights

  • The dashboard summarizes a large sample (11,000 companies) with Total Revenue of 51,379,357, an average Profit Margin of 10.9%, and an average ESG Score of 55.
  • Revenue varies significantly by region and industry, with Technology appearing as the top revenue contributor across regions in the view shown.
  • Profit Margin and ESG Score show an extremely weak relationship (trendline R² ≈ 0.0077), meaning ESG score alone does not explain profitability in this dataset.
  • Environmental impact is strongly industry-dependent: Energy and Utilities stand out for high carbon intensity, while Utilities and Manufacturing show comparatively high water intensity.
  • In 2025, Revenue Growth and Price-to-Sales multiples show almost no relationship (trendline R² ≈ 0.0022), suggesting valuations are influenced by factors beyond growth.
  • Slicers (Industry, Region, Year) make it easy to drill into specific segments and compare how trends shift over time (2016–2025 shown).