Power BI Financial KPI Analysis

My finance team tracks revenue, costs and overhead in several Excel sheets, but we still struggle to isolate true profit-margin drivers month over month. I need those spreadsheets pulled into Power BI, cleaned, modelled and analysed so we can drill down on margins by product line, region and period without manual number-crunching.

The project centres on data analysis rather than static reporting: I want interactive visuals that let me slice and filter instantly, spot outliers and compare actuals versus targets. While revenue and cash-flow charts could be added later, the first sprint must give us a clear, reliable view of profit margins and the factors that move them.

Deliverables
• A well-structured .pbix file with an optimised data model (star schema where possible, calculated measures for gross and net margin, DAX comments for clarity).
• Dynamic dashboards and report pages focused on profit-margin analysis at multiple granularities.
• Refresh setup for our Excel sources (gateway or OneDrive/SharePoint, whichever suits).
• A brief hand-off video or annotated PDF explaining key visuals, refresh steps and how to extend the model.

Power BI Desktop, DAX, Power Query, and solid finance acumen are essential. If the core margin insights land smoothly, there’s scope to expand into broader financial KPIs down the road.