Power BI Financial Dashboard from Xero
Budget: $250 – $750 AUD
I need a Power BI specialist to connect directly to my Xero tenant and turn the raw accounting data into a single-page dashboard that supports interactive drill-downs. The goal is to give senior management an at-a-glance view of our Profit & Loss along with the following KPIs:
• Admin Wages : Total Revenue %
• Revenue Growth Rate
• Net Profit Margin
• Total Available Cash
- Subcontractor Exp : Total Revenue %
Etc
The visual must open with a clean overview, then allow users to click into any metric to see underlying transactions or monthly trends without leaving the page. Please set the data model up for scheduled refreshes daily and keep the file portable (no custom visuals that need additional licenses). Deliver the finished .pbix file plus a short note outlining the data connections and any measures you created so we can maintain it internally.
• Admin Wages : Total Revenue %
• Revenue Growth Rate
• Net Profit Margin
• Total Available Cash
- Subcontractor Exp : Total Revenue %
Etc
The visual must open with a clean overview, then allow users to click into any metric to see underlying transactions or monthly trends without leaving the page. Please set the data model up for scheduled refreshes daily and keep the file portable (no custom visuals that need additional licenses). Deliver the finished .pbix file plus a short note outlining the data connections and any measures you created so we can maintain it internally.
Related categories:
Excel
Finance
Financial Analysis
Xero
Business Intelligence
Data Visualization
Data Analysis
Power BI
Data Modeling