Daily Power BI Customer Dashboard

I have a set of regularly-updated Excel/CSV files and I need them transformed into a single, interactive Power BI dashboard that spotlights customer sales trends, demographic break-downs, and behavior patterns.

Here’s the flow I have in mind: the raw files drop into a shared folder each evening, Power BI pulls them in automatically, refreshes every day, and presents clean visuals that let me slice performance by age group, region, purchase channel, and any other attributes already stored in the spreadsheets. Sales curves, retention funnels, cohort analyses—anything that helps me read where revenue is surging or slipping and why—should be easy to see at a glance.

To make hand-off smooth, I’ll need the finished .pbix file, a short write-up of the data model, and clear steps (or a quick screen-share) showing how to modify data sources should column names change down the line. If you have clever DAX techniques for daily rolling averages or segment comparisons, bring them on; the cleaner and faster the experience, the better.

Let’s keep the design intuitive, fast to refresh, and ready for daily decision-making.