Excel/SQL Powered Sales BI Dashboard
Budget: ₹1,500 – ₹12,500 INR
I need to turn raw sales data into clear, descriptive insights and an interactive dashboard. The work begins with cleaning and shaping multiple sales tables, so solid SQL scripting and Power Query skills will be essential for quick, repeatable pulls from our database. In Excel I want to keep a master analysis file—think dynamic pivot tables and well-structured formulas—that mirrors the logic used in Power BI for easy cross-checking and ad-hoc deep dives.
Once the data model is solid, the main deliverable is a Power BI dashboard that highlights core sales KPIs: revenue trends, product and regional performance, win-loss ratios, and any other visuals you feel add value. All measures should be built with transparent, commented DAX so anyone on my team can follow the calculations.
Acceptance criteria
• One automated SQL script (or set of views) that feeds both Excel and Power BI
• A clean Power Query or dataflow that refreshes without manual intervention
• An Excel workbook with descriptive analysis tabs and pivots mirroring the dashboard metrics
• A Power BI file (.pbix) featuring interactive filters, drill-throughs, and clearly labeled visuals
• Brief hand-off notes covering refresh steps and measure logic
If this setup sounds straightforward to you, let’s get started—I’m ready to share sample data as soon as you are.
Once the data model is solid, the main deliverable is a Power BI dashboard that highlights core sales KPIs: revenue trends, product and regional performance, win-loss ratios, and any other visuals you feel add value. All measures should be built with transparent, commented DAX so anyone on my team can follow the calculations.
Acceptance criteria
• One automated SQL script (or set of views) that feeds both Excel and Power BI
• A clean Power Query or dataflow that refreshes without manual intervention
• An Excel workbook with descriptive analysis tabs and pivots mirroring the dashboard metrics
• A Power BI file (.pbix) featuring interactive filters, drill-throughs, and clearly labeled visuals
• Brief hand-off notes covering refresh steps and measure logic
If this setup sounds straightforward to you, let’s get started—I’m ready to share sample data as soon as you are.