DCF Model with Power BI Visualization -- 2
Budget: $15 – $25 USD
I have a set of revenue projections already organised in Excel and I need them transformed into a complete Discounted Cash Flow model. The end goal is to arrive at a defensible enterprise valuation and then present the key drivers—free cash flow, terminal value, sensitivities, and valuation range—in an interactive Power BI report.
Here is how I picture the flow of work:
• Build a flexible, fully-linked DCF in Excel starting from the provided revenue projections. You will add the missing schedules (operating costs, capex, working capital, depreciation, tax, WACC) with clear, editable assumptions so that I can tweak scenarios later.
• Include standard valuation outputs—NPV, IRR, sensitivity tables for WACC and growth, and a concise summary dashboard inside the workbook.
• Once the model balances and all checks pass, connect it to Power BI and create a sleek report. I want slicers for scenario selection and visuals such as waterfall charts, contribution analyses, and a high-level valuation funnel that makes the story easy to grasp for non-finance stakeholders.
Deliverables
1. Excel file with the dynamic DCF model, clearly separated input, calculation and output tabs.
2. Power BI (.pbix) file pulling directly from the model and reflecting the visuals described above.
3. A brief walkthrough (recorded video or call) so I am comfortable updating assumptions on my own.
Acceptance criteria: model flows correctly with zero circular errors, cash flows tie to financial statements, sensitivity results update instantly, and the Power BI report refreshes without manual intervention.
If you have recent experience building DCFs and visualising them in Power BI, I’d love to see a sample. Let’s create a valuation tool that looks as good as it calculates.
Here is how I picture the flow of work:
• Build a flexible, fully-linked DCF in Excel starting from the provided revenue projections. You will add the missing schedules (operating costs, capex, working capital, depreciation, tax, WACC) with clear, editable assumptions so that I can tweak scenarios later.
• Include standard valuation outputs—NPV, IRR, sensitivity tables for WACC and growth, and a concise summary dashboard inside the workbook.
• Once the model balances and all checks pass, connect it to Power BI and create a sleek report. I want slicers for scenario selection and visuals such as waterfall charts, contribution analyses, and a high-level valuation funnel that makes the story easy to grasp for non-finance stakeholders.
Deliverables
1. Excel file with the dynamic DCF model, clearly separated input, calculation and output tabs.
2. Power BI (.pbix) file pulling directly from the model and reflecting the visuals described above.
3. A brief walkthrough (recorded video or call) so I am comfortable updating assumptions on my own.
Acceptance criteria: model flows correctly with zero circular errors, cash flows tie to financial statements, sensitivity results update instantly, and the Power BI report refreshes without manual intervention.
If you have recent experience building DCFs and visualising them in Power BI, I’d love to see a sample. Let’s create a valuation tool that looks as good as it calculates.
Related categories:
Excel
Statistics
Finance
Business Analysis
Financial Analysis
Data Visualization
Power BI
Financial Modeling