CASE STUDY 03
- Professional
- BI
Giving business teams a shared view
Sales and after-sales performance monitoring in Power BI.
Tressol-Chabrier · Work-study placement
The project, step by step
CTO & business teamsMarketing · VN · VO
- 01
Business data
Sales and after-sales
- 02
Prepare data
Power Query
- 03
Calculate metrics
DAX, following business hierarchies
- 04
Explore the dashboard
Power BI for the CTO and business teams
Context
Creation of a sales and after-sales performance monitoring tool for the CTO and business departments at Groupe Tressol-Chabrier.
Problem
Present metrics in a dashboard with levels of detail suited to different stakeholders.
Data
Sales and after-sales performance data, with hierarchies by plaque, brand and city.
Approach
I developed the Power BI dashboard and introduced periodic metric reviews with business teams.
Method
Data preparation with Power Query, calculations with DAX and analysis structured around business hierarchies.
Results
The dashboard is used by the CTO and the Marketing, VN and VO departments.
Technologies
Power BI, DAX and Power Query.
Lessons and limitations
Use by the departments is established. The decisions supported, detailed user feedback and any quantified business impact remain to be documented.