Step 01
Standardized metric definitions across the pack before building visuals.
CASE STUDY · FINANCE SYSTEMS · SELECTED OUTPUT
Executive KPI & MBR Dashboard
A Power BI KPI dashboard for the monthly business review with drill-through from summary to account level.
BeforeDaysmanual MBR prep
AfterFew hoursshared definitions
01 / CONTEXT
The operating constraint
Leadership reviews ran on static, manually prepared decks. Metric definitions lived in different files, so every meeting risked dueling spreadsheets.
02 / SYSTEM
How the system was rebuilt
Step 02
Built a Power BI dashboard covering revenue, margin, OPEX variance, and headcount.
Step 03
Added drill-through from summary to account level so questions can be answered in the room.
03 / CONTROLS
Systems & stack
Power BIDAXExecutive Reporting
04 / RESULT
What changed
Metric definitions are now shared across the pack. MBR preparation time fell from days to a few hours.
05 / REUSE
What I would carry forward
Executive clarity starts with shared definitions. The dashboard is the interface, not the source of truth.