Power BI Operational Dashboard

The challenge

Leadership needed operational information in a form they could read at a glance instead of assembling it manually each time. The 'Client Health Check Ups' data from the Salesforce client-retention system needed to be shown, and they wanted an additional warning system based on very specific trends in the data.

My role

Connected the data, modeled it, built the warning system, and designed the dashboard.

Research & requirements

Clarified which questions the dashboard needed to answer, reviewed the available Salesforce reporting data for gaps and inconsistent fields, and identified the specific trends that should trigger warnings.

The solution

Connected Salesforce reporting data, including the 'Client Health Check Ups' information, through the Power BI Salesforce Reports connector. Built the model with DAX columns and measures, added an additional warning system based on specific data trends, and organized visuals and slicers around the questions leadership asked most often.

Technical approach

• Salesforce Reports connector feeding the Power BI model, including 'Client Health Check Ups' data
• Additional warning system based on very specific trends in the data
• Four DAX calculated columns and three measures
• Three interactive slicers for stakeholder-driven filtering
• More than six visualizations chosen for readability rather than density

Tools used

• Power BI
• Salesforce Reports Connector
• DAX

Business impact

Made operational information easier for leadership to interpret. The underlying data and dashboard were built for internal professional use and are confidential.

What I learned

Most of a dashboard's value comes before you build the chart. It's in figuring out the right question and making sure the data actually answers it.