Excel ERP System
A practical business operating system connecting inventory, installations, contracts, revenue, expenses, assets and management reporting.
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02 / Power BI
A Power BI command center for marketing and revenue
A decision-ready reporting layer for channel performance, funnel conversion, pipeline value and current-year versus prior-year movement.
CONTEXT
Designed to turn a dense marketing and sales dataset into an executive view that answers what is working, what is slowing down and where pipeline is being created.
Power BIDAXPower QueryData modeling
THE CHALLENGE
Make complexity usable.
Teams needed consistent measures across MQLs, opportunities, conversion rates and TCV while preserving the correct relationships between created dates, close dates and reporting periods.
THE APPROACH
- 01
Defined a reliable semantic model around funnel stages and business dimensions.
- 02
Built reusable DAX measures for distinct counts, period logic and conversion analysis.
- 03
Created channel and campaign views for current and prior period comparison.
- 04
Structured commentary around changes that matter to commercial decisions.
WHAT THE SYSTEM ENABLES
01
Faster channel diagnosis
02
Consistent KPI definitions
03
Clear period comparisons
04
Decision-focused reporting
KEEP EXPLORING
More selected work.
Analysis & Automation
Clean data models, automated transformations and focused analysis that convert recurring business questions into repeatable workflows.
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