Personal Finance Manager Dashboard

This project is a web-based personal finance manager dashboard built using Next.js and Vercel PostgreSQL. The dashboard aggregates essential financial data to help users track metrics like profits, sales, and customer activity, and it provides easy-to-read visualizations to support data-driven decision-making.

View the live application here

Table of Contents

• Features
• Database Schema
• Getting Started
• Installation
• Usage
• Technologies Used
• Contributing

Features

Total Profit & Sales: View cumulative financial data, including total profits and sales. Monthly Sales Breakdown: See month-wise sales trends in a bar graph. Customer Insights: Track total customer count and view recent customer transactions. Recent Sales: A list of the latest transactions for quick reference.

Database Schema

The project uses four main tables in the Vercel PostgreSQL database:

Customers
    CustomerID (Primary Key): Unique identifier for each customer.
    CustomerName, Segment, Country, City, State, PostalCode.

Orders
    Order_ID (Primary Key): Unique identifier for each order.
    Order_Date, Ship_Date, Ship_Mode, Customer_ID (Foreign Key referencing Customers).

Products
    Product_ID (Primary Key): Unique identifier for each product.
    Category, Sub_Category, Product_Name.

Sales
    Composite primary key: Order_ID, Product_ID.
    Sales, Quantity, Discount, Profit.
    Foreign keys: Order_ID (references Orders), Product_ID (references Products).

Getting Started

These instructions will help you set up and run the project locally.

Prerequisites

Node.js: Version 14 or higher PostgreSQL: Version compatible with Vercel PostgreSQL

Installation

Clone the Repository

git clone https://github.com/kautilyadevaraj/DBMS_mini_project.git
cd finance-manager-dashboard

Install Dependencies

npm install

Set Up the Database

Create a PostgreSQL database and add the four tables using the provided schema. Update the database connection information in your environment file .env.local.

Run the Development Server

    npm run dev

Open http://localhost:3000 to view the dashboard in your browser.

Usage

Dashboard Overview: The main dashboard displays total profits, sales, and customers. Visualizations: Monthly sales are shown in a bar graph for easy trend analysis. Recent Sales: Access a list of recent transactions, providing quick insights into recent customer activity.

Technologies Used

Frontend: Next.js, React, Tailwind CSS Backend: Vercel PostgreSQL Database: PostgreSQL

Contributing

Contributions are welcome! Please open an issue or submit a pull request.