← WORK
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.
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
Approach
How the system was rebuilt
- 01
Standardized metric definitions across the pack before building visuals.
Complete - 02
Built a Power BI dashboard covering revenue, margin, OPEX variance, and headcount.
Complete - 03
Added drill-through from summary to account level so questions can be answered in the room.
Complete
Tool stack
Systems used
- Power BI
- DAX
- Executive Reporting
RESULT
What changed
Metric definitions are now shared across the pack. MBR preparation time fell from days to a few hours.
Reusable principle
What I would carry forward
Executive clarity starts with shared definitions. The dashboard is the interface, not the source of truth.