Executive Operational Power BI Dashboard

Project Objective We are building a complete reporting environment that connects our operational SQL database to a clean, intuitive Power BI reporting suite designed for two primary audiences: 1. Executive Leadership – high-level commercial insights and company performance 2. Operational Managers – actionable operational metrics and drill-downs The goal is to transform raw operational data into clear, reliable decision-making dashboards that update automatically and can be trusted across the organization. The final solution should deliver real-time business intelligence including revenue performance, operational activity, and commercial trends. ⸻ Data Environment Source System SQL Server operational database containing: • Sales transactions • Customers • Products • Orders • Inventory • Operational metrics The database is currently not structured for reporting, so part of this project includes building a reporting layer optimized for analytics. ⸻ Project Scope 1. Data Architecture & SQL Reporting Layer Design a reporting-optimized SQL layer between the operational database and Power BI. Tasks include: • Review current SQL schema and understand key operational tables • Design reporting views or reporting tables • Build stored procedures or scheduled queries to populate reporting tables • Optimize query performance for Power BI Build a clean enterprise-grade Power BI semantic model. Responsibilities: • Import SQL reporting tables • Define relationships • Create calculated columns where necessary • Write DAX measures • Build a reusable metric layer Example measures: Revenue Metrics • Total Revenue • Revenue YTD • Revenue vs Budget • Revenue vs Prior Year • Revenue Growth % Sales Metrics • Sales by Region • Sales by Product Category • Sales by Customer Segment • Average Order Value Operational Metrics • Orders Processed • Open Orders • Order Fulfillment Time • Inventory Turnover • Backorders Performance Metrics • Sales per Rep • Margin by Product • Revenue per Customer • Customer Concentration Model expectations • Efficient star schema • Measures centralized in measure tables • Clean naming conventions • Optimized for performance ⸻ 3. Executive Dashboard A high-level summary view designed for CEOs and senior leadership. Key design principles • Clean and minimal • KPI driven • Focus on trends and growth • Quick insights within 10 seconds Top KPI Row • Total Revenue • Revenue Growth % • Total Orders • Average Order Value • Top Region • Sales vs Target Visuals Revenue Trend (monthly) Sales by Region Map Top Customers Product Category Revenue Sales Growth YoY Navigation Executives should be able to drill into: • Region • Product • Customer • Sales rep ⸻ 4. Manager / Operational Dashboard Designed for sales leaders, branch managers, and operational teams. Focus: performance and operational execution. Key sections Sales Performance Revenue by: • Region • Branch • Sales Rep • Customer Customer Insights Top customers Customer growth New vs returning customers Product Insights Revenue by product category Top products Low-performing SKUs Operational Metrics Orders created Orders fulfilled Open orders Inventory levels Trend Monitoring Month-over-month revenue Product demand changes Regional performance ⸻ 5. Dashboard UX & Design Requirements • Executive-level design quality • Consistent layout and branding • Mobile-friendly design • Logical drill-down navigation • Clear KPI hierarchy Layout example Page 1 – Executive Overview Page 2 – Sales Performance Page 3 – Customer Insights Page 4 – Product Performance Page 5 – Operational Metrics ⸻ 6. Automation & Refresh The system must support fully automated refresh. Requirements • Scheduled refresh from SQL • Error handling where possible • One-click refresh capability • Reliable refresh schedule (daily or hourly) ⸻ 7. Documentation & Handover The final deliverable must include full documentation so our internal team can maintain the solution. Deliverables • All SQL scripts • Stored procedures • Reporting schema documentation • Power BI PBIX files • DAX measure documentation • Data model diagram • Instructions for refresh setup All scripts should include inline comments explaining logic. ⸻ 8. Expected Deliverables The final project must include: 1. SQL reporting schema 2. Automated SQL data pipeline 3. Clean Power BI semantic model 4. Executive dashboard 5. Manager dashboard 6. Documentation and handover package ⸻ 9. Ideal Candidate We are looking for someone with strong experience in: • SQL Server • Data modeling • Power BI architecture • Advanced DAX • Executive dashboard design Bonus experience • Performance optimization • Data warehousing • Business intelligence strategy

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