Power BI Expert Needed for Comprehensive Energy Dashboard Development
Budget: $10 – $30 USD
Project Overview:
We are looking for a skilled Power BI developer to create a sophisticated and interactive dashboard. This project involves the end-to-end development of a dashboard system that will enable advisors to monitor their clients, consumption patterns, margin and payments, as well as provide organizational-level insights into advisor performance, customer data, and financial metrics.
Scope of Work:
Advisor Dashboard:
Display active client counts per advisor.
Allow for client selection and viewing individual client details.
Present total and per-client-level energy consumption (kWh and Gas).
Reveal margins for selected clients.
Show monthly revenue and upcoming payment statuses for each advisor.
Provide data on paid amounts in the last month and total payments received.
Organizational Dashboard:
Overview of total number of advisors and clients.
Aggregate and advisor-level energy usage details.
Financial reporting on revenue and pending payments for the organization and per advisor.
Update on payment statuses (Pending, Received, etc.).
Record of amounts paid at both organizational and advisor levels.
Data Input and Management:
Facilitate entry of advisor information and client ownership with a dropdown selection feature.
Enable input of clients’ kWh and Gas usage with an editable interface for monthly updates.
Design an editable payment status feature for each invoice, per advisor, on a monthly basis.
Deliverables:
A fully functional Power BI dashboard tailored to the specifications outlined.
Documentation for the dashboard use and data management protocols.
Source files and necessary documentation for maintenance and updates.
Needs to be in dutch! So translate it accordingly. Or ask if you have questions.
We are looking for a skilled Power BI developer to create a sophisticated and interactive dashboard. This project involves the end-to-end development of a dashboard system that will enable advisors to monitor their clients, consumption patterns, margin and payments, as well as provide organizational-level insights into advisor performance, customer data, and financial metrics.
Scope of Work:
Advisor Dashboard:
Display active client counts per advisor.
Allow for client selection and viewing individual client details.
Present total and per-client-level energy consumption (kWh and Gas).
Reveal margins for selected clients.
Show monthly revenue and upcoming payment statuses for each advisor.
Provide data on paid amounts in the last month and total payments received.
Organizational Dashboard:
Overview of total number of advisors and clients.
Aggregate and advisor-level energy usage details.
Financial reporting on revenue and pending payments for the organization and per advisor.
Update on payment statuses (Pending, Received, etc.).
Record of amounts paid at both organizational and advisor levels.
Data Input and Management:
Facilitate entry of advisor information and client ownership with a dropdown selection feature.
Enable input of clients’ kWh and Gas usage with an editable interface for monthly updates.
Design an editable payment status feature for each invoice, per advisor, on a monthly basis.
Deliverables:
A fully functional Power BI dashboard tailored to the specifications outlined.
Documentation for the dashboard use and data management protocols.
Source files and necessary documentation for maintenance and updates.
Needs to be in dutch! So translate it accordingly. Or ask if you have questions.