Power BI Financial Model Revamp - 05/04/2026 10:38 EDT

I manage the finance stack for an established logistics and warehouse business and already have a working Power BI file in place. While the data connections and DAX logic are mostly sound, the insights are hard to read and the dashboards do not tell a clear story. My priority is therefore to overhaul the data-visualisation layer while tightening up any calculation issues you may spot along the way.

The finished report must let me move seamlessly from a high-level snapshot to granular detail across:

• Profit & Loss
• Balance Sheet
• Cash Flow
• Core warehouse and logistics KPIs such as inventory turnover, pick-pack accuracy and on-time dispatch

What I need you to do
• Inspect the existing data model, relationships and measures, correcting errors where required
• Redesign each page so the critical figures stand out, with drill-through and tooltips for deeper analysis
• Optimise visuals for desktop, web and mobile views
• Set up colour themes and conditional formatting that align with our brand
• Provide a short hand-off guide so my team can refresh and extend the report later

Deliverables
1. Updated PBIX file with refined data model, measures and four polished dashboard pages
2. A one-page style guide outlining colour codes, fonts and visual conventions
3. Brief walk-through video or live session (20–30 min) explaining the changes

When you reply, please focus on your experience building finance-centric Power BI dashboards, ideally for logistics, supply-chain or warehousing operations. A concise summary of similar projects or links to interactive reports will help me see if your style matches what I have in mind.