Power BI Revenue & Cost Modeling
Budget: $15 – $25 USD
I run a young professional-services firm and need a solid, numbers-driven view of where our money is coming from and where it is going. Specifically, I want an integrated Microsoft Power BI solution that lets me:
• forecast revenue by service line and client type
• model direct and indirect costs down to the project level
• calculate deal-level profitability in real time as assumptions change
The model has to sit behind a set of interactive dashboards so I can play with rates, utilization, and overhead allocations during live conversations with the team. I am comfortable providing raw data (timesheets, invoicing exports, expense files) along with the current budget template and will work with you on the mapping logic.
Deliverables I expect
• a clean Power BI (.pbix) file with tables, measures, and relationships documented
• at least three dashboards: Revenue Forecast, Cost & Margin, and Scenario Comparison
• brief, recorded walkthrough showing how to refresh data and update assumptions
Acceptance criteria
1. Changing a single driver (e.g., billable hours) updates all profitability metrics within seconds.
2. Gross margin per project, per client, and overall reconciles to historical actuals within ±1 %.
3. All DAX measures are named clearly and free of hard-coded paths.
If you have deep Power BI and financial-modeling experience, I’d like to start right away and iterate quickly until the dashboards give me a crystal-clear view of our business.
• forecast revenue by service line and client type
• model direct and indirect costs down to the project level
• calculate deal-level profitability in real time as assumptions change
The model has to sit behind a set of interactive dashboards so I can play with rates, utilization, and overhead allocations during live conversations with the team. I am comfortable providing raw data (timesheets, invoicing exports, expense files) along with the current budget template and will work with you on the mapping logic.
Deliverables I expect
• a clean Power BI (.pbix) file with tables, measures, and relationships documented
• at least three dashboards: Revenue Forecast, Cost & Margin, and Scenario Comparison
• brief, recorded walkthrough showing how to refresh data and update assumptions
Acceptance criteria
1. Changing a single driver (e.g., billable hours) updates all profitability metrics within seconds.
2. Gross margin per project, per client, and overall reconciles to historical actuals within ±1 %.
3. All DAX measures are named clearly and free of hard-coded paths.
If you have deep Power BI and financial-modeling experience, I’d like to start right away and iterate quickly until the dashboards give me a crystal-clear view of our business.