Case Study: Power BI Sales Dashboard Cut Reporting Time by 70%

Client challenge: A growing B2B team tracked leads, pipeline, and revenue in fragmented spreadsheets, causing delayed weekly reporting and unclear forecasts.

My approach: I built a centralized Power BI model combining CRM and finance data, created role-based dashboards for leadership and sales managers, and implemented DAX measures for conversion, velocity, and revenue projections.

Business outcome: Reporting time reduced by 70%, pipeline visibility improved across all regions, and leadership gained real-time KPI tracking for faster decisions.

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