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Power BI · Case Study
Sales Summary
An executive-level Power BI dashboard summarizing monthly and quarterly sales performance with KPI cards, trend lines, and territory breakdowns.
📋 Project Overview
Built a concise, single-page executive summary dashboard for a B2B sales team. Designed for mobile and desktop viewing, focusing on the 5 most critical KPIs leadership needed each morning.
🎯 Objectives
- Create a single-page executive summary replacing multiple email reports
- Show revenue vs target with conditional color formatting
- Display MoM trend for all 5 key KPIs
- Enable date slicer for custom period comparison
📊 Key Findings
🎯
5
Key KPIs
Revenue, Units, Win Rate, Pipeline, Churn tracked daily.
📊
12
Month Trend
Full rolling year visible in single view.
🟢
92%
Target Hit Rate
Above target months highlighted automatically.
📱
1
Dashboard Page
Complete executive view on one page.
⚙️ My Process
1
Requirements Gathering
Interviewed 4 sales directors to identify top 5 KPIs needed daily.
2
Data Preparation
Connected to SharePoint Excel source, built incremental refresh.
3
KPI Card Design
Created conditional formatting DAX measures to show green/red vs target.
4
Trend Visualization
Added sparklines and area charts for 12-month trend view.
5
Mobile Layout
Built phone-optimized layout for field reps accessing on mobile.
💻 DAX Highlights
-- Revenue vs Target % Revenue vs Target = DIVIDE([Actual Revenue],[Target Revenue],0) * 100 -- Conditional Color KPI Color = IF([Revenue vs Target] >= 100, "#22c55e", "#ef4444")
🏆 Outcomes & Impact
Results Delivered
5
KPI Cards
1
Dashboard Page
15%
Win Rate Lift
- Sales directors now start day with dashboard instead of email chain
- Win rate visibility led to 15% improvement in follow-up timing
- Mobile layout adopted by entire field sales team
Interested in Similar Work?
Open to data analyst and dashboard roles. Let's build something impactful together.