Interactive report
Sales & Finance dashboard
Case study / Power BI
From raw data to decisions.
The Sales & Finance dashboard turns transactional data into a repeatable reporting workflow: define the business questions, shape reliable data, model the relationships, then surface the measures that matter.
Discover
Translate stakeholder questions into KPIs, audiences, and decisions.
Plan
Choose sources, refresh expectations, ownership, and delivery scope.
Prepare
Clean, standardize, and validate transactional data before modeling.
Model
Build a star schema with a central fact table and reusable dimensions.
Build
Create DAX measures, then compose focused charts, cards, and filters.
Improve
Validate totals, publish, gather feedback, and iterate the report.
Data model
A simple star schema
FactSales
Sales amount, quantity, cost, margin, and foreign keys.
Measures & insights
Metrics that tell a story
CALCULATE(SUM(FactSales[SalesAmount]))DIVIDE([Revenue] - [Cost], [Revenue])SUM(FactSales[Quantity])The report makes performance comparable across time, product, region, and channel, helping teams spot growth, margin pressure, and the next action instead of reading isolated totals.
Explore the working report to see the visual layout, filters, KPIs, and interactive drilldowns in Power BI.
Launch interactive dashboard