A governed sales reporting layer in Power BI — one trusted view of pipeline, revenue and win-rate that the whole commercial team works from.
Sales numbers lived in a sprawl of exported spreadsheets, each rep keeping their own version. Two people could quote different pipeline figures in the same meeting, and every month-end review started with an argument about whose number was right instead of what to do next.
End to end — how data moves from source to decision.
How we structured the work.
An illustrative view of the dashboards this engagement produces. All figures are sample data for illustration only — not client results.
Other engagements with a similar shape.
Holdings, risk and attribution in one analytics layer — so allocation decisions are backed by measured risk and return.
Inspection and SPC data turned into live control charts — quality moves from monthly audit to real-time signal.
A disciplined feature-to-signal pipeline with honest, walk-forward backtesting — no look-ahead, no curve-fitting.
Start with a conversation. We'll map the process, pressure-test the goal, and come back with a plan.
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