Power BI dashboards

The data exists, but it arrives late and each department brings its own version of the same figure.

TodayWith the Solution

1. The figureEach department brings its version
2. The monthly reportCopying from several places and reconciling
3. How it's calculatedNobody knows for sure
4. UseCharts nobody looks at

1. The figureOne definition for everyone
2. The monthly reportUpdates itself from the sources
3. How it's calculatedEvery calculation documented and traceable
4. UseWhat each person needs, in plain view

First, the work that always comes first: agreeing on what is measured and with what definition. Then, three pieces.

• Data sources4 sources

  • ERPOrders and invoicesReady
  • CRMClients and opportunitiesDuplicates
  • SpreadsheetsTargets by areaTo merge
  • Plant systemDaily productionReady

  Process design

  Understand where the data comes from

  Where each piece of data comes from, what state it arrives in and what needs to be handled before using it. If the foundation isn't sound, neither is the dashboard.

• Model · SalesDocumented

  • Net salesERP
    Sum of invoiced lines
  • CostERP
    Standard cost × units
  • MarginCalculated
    Net sales − Cost

  Power BI

  The model, built knowing how it's made

  Every calculation documented and traceable back to its source: you know where each figure comes from and why it comes out the way it does.

• DashboardUpdated

  Metric A

  82

  Metric B

  1.4k

  Metric C

  96%

  Power BI

  The information, laid out to be used

  Designed with the people who will consult it, with what each person needs in plain view. A dashboard nobody uses is of no use.

Meetings stop starting with an argument about where each number comes from.

A single definition per indicator, in plain view for everyone.

Margin by line

Agreed definition

Line A

72%

Line B

54%

Line C

31%

What you get

• The map of your dataWhere each piece of data comes from, what state it arrives in and what has been handled so it can be used.
• The model in Power BIBuilt and documented: you know how it's made and where each figure comes from.
• The definition of each indicatorIn writing and in plain view: what it measures and how it's calculated.
• A dashboard designed to be usedDesigned with the people who will consult it and updated automatically from your sources.

The same dashboard, in the model that suits you: with your team, in your environment or in ours.

Agreed scopeBefore we start

1. We adapt it to your case and put it into production
   Who runs itWhere it lives
   1. By your teamYour teamYour environment
   2. In your environmentdleverYour environment
   3. In our environmentdleverOur environment

Agreed scope

Before we start

We adapt it to your case and put it into production

Who runs itWhere it lives

By your teamYour teamYour environment

In your environmentdleverYour environment

In our environmentdleverOur environment