Comprehensive Power BI Sales Dashboard
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted2 hours ago
I will provide you with our raw sales Excel workbooks; each file holds detailed transactional data that stretches back several years. From this single data source I need a polished Power BI report that lets me monitor performance at three time resolutions—daily, monthly and yearly—without having to touch the data again.
Key insights I must see front-and-center are revenue, units sold and profit margins. Slicers for date ranges, product categories and regions will help me drill down quickly, while trend lines, variance indicators and a clean KPI card layout will keep the story clear for leadership reviews.
Deliverables
• Power BI (.pbix) file using my Excel data as the only data source
• All data transformation steps documented in Power Query
• Interactive pages for Daily, Monthly and Yearly views, each displaying revenue, units sold and profit margin KPIs
• One summary page with high-level KPIs and dynamic filters
• Publishing guidance so the report refreshes automatically when the Excel source is updated
The build should follow best practices for data modelling, use DAX measures instead of calculated columns where possible, and remain performant with incremental refresh if you deem it necessary. I am happy to supply a sample workbook before project start so you can confirm structure and timeline.
Key insights I must see front-and-center are revenue, units sold and profit margins. Slicers for date ranges, product categories and regions will help me drill down quickly, while trend lines, variance indicators and a clean KPI card layout will keep the story clear for leadership reviews.
Deliverables
• Power BI (.pbix) file using my Excel data as the only data source
• All data transformation steps documented in Power Query
• Interactive pages for Daily, Monthly and Yearly views, each displaying revenue, units sold and profit margin KPIs
• One summary page with high-level KPIs and dynamic filters
• Publishing guidance so the report refreshes automatically when the Excel source is updated
The build should follow best practices for data modelling, use DAX measures instead of calculated columns where possible, and remain performant with incremental refresh if you deem it necessary. I am happy to supply a sample workbook before project start so you can confirm structure and timeline.
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