Data AnalyticsCompleted

Executive Financial & Sales Intelligence Cockpit

Unified Power BI analytical dashboard consolidating multi-channel revenue streams, customer acquisition metrics, and forecasting models.

Sector: Financial & Corporate Services

Timeline: 6 Weeks

Technical Blueprint

Executive Financial & Sales Intelligence Cockpit

The Challenge & Operational Friction

Leadership lacked a unified source of truth; financial data lived in disparate accounting software and spreadsheets with weeks of reporting lag.

The Architectural Solution

Constructed an automated ETL data pipeline pulling from databases and APIs into a high-fidelity Power BI reporting model with daily auto-refresh.

Key Verified Outcomes

0 Days (Live)

Reporting Lag

5 Databases

Data Sources Unified

15 hrs/mo

Executive Time Saved

Architecture & Engineering Highlights

Star-schema dimensional modeling optimized for high-speed queries

Automated Python ETL pipelines cleaning and aggregating raw transaction feeds

Enterprise Power BI Gateway integration with scheduled daily refreshes

Custom DAX measures for complex multi-year growth and variance formulas

Feature Implementation

Executive summary cards tracking gross margin, MRR, and churn

Dynamic date sliders and department filtering

Automated cloud data gateway synchronization

Custom DAX measures for YoY growth analysis

Technology Stack Employed

Power BIDAXSQL Data ModelingPython (ETL)PostgreSQL

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