
Power BI Sales Dashboard
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- Proposals: 38
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- #4476254
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Description
Chris N.
100% (18)New Proposal
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Hi Chris, happy to help. Before I submit, can you confirm (1) what the sales data source is (e.g., Excel/SQL/CRM) and whether you need scheduled refresh, and (2) the top KPIs/views you want on the dashboard (or a reference screenshot/style you like)?
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Hi Chris, Thanks for your job posting and I have some questions for your project:
What are the primary data sources (ERP, CRM, Excel, SQL Server, cloud databases), and do they require data transformation/cleaning before building the Power BI data model?
What key KPIs and calculations are essential (e.g., YoY growth, sales forecast, gross margin, customer lifetime value), and are there existing business logic rules that must be replicated in DAX?
What are the expected data volumes and refresh requirements (real-time, daily scheduled refresh, DirectQuery vs Import mode), and do you require row-level security (RLS) for different user roles?
Best.