Sales Data in Power BI: 5-Day Proof of Concept

This is a good entry point to start a Power BI journey in your company. We use your own data to build a data model, Power BI reports, and dashboards, providing a meaningful insight to your business.

Once the pilot proves satisfactory, gain the ability to analyze your sales data from many perspectives, getting the full overview on your sales reps’ performance, your customers, sales opportunities, and more.

Agenda

Day 1-2

• Gather requirements for the solution
• Understand business needs and analytical goals
• Review the existing reports
• Establish access to your data
• Gather specific end-user requirements
• Define key components of the solution: metrics, KPIs, etc.
• Compile solution scope based on requirements

Day 2-5

• Import required data
• Create a data model, including calculations
• Create reports and dashboard
• Constantly interact with customer, refine the solution based on feedback
• Test data with the customer

Day 5

• Basic end-user training
• Demonstrate Proof of Concept and handover to the client
• Discuss next steps

Deliverables

• Production-ready data model
• Three Power BI reports on your own data providing a meaningful value to your organization
• One Power BI dashboard
• Solution scope
• Basic end-user training
• Overview of potential future developments with Power BI