All work
Business Intelligence
Business Development Team Performance
A Power BI report tracking business development team performance, built from scratch with a documented data model and DAX measures.
Business problem
Business development performance was tracked inconsistently, so comparing effort and outcomes across the team relied on whoever compiled the numbers.
Solution
- Built a Power BI report from scratch that measures team performance on consistent, defined metrics.
- Created the data model, DAX measures and business logic from scratch, and documented all of it.
Measurable impact
Consistent
One definition of performance for the whole team
What changed for the team
- Team activity and outcomes were measured on one defined set of metrics, so comparisons across the team became consistent and fair.
- Managers reviewed performance from one live report rather than numbers compiled by hand each cycle.
- Coaching and prioritization could point to the same figures everyone else on the team saw.
Technical implementation
- Power BI data model designed from scratch with relationships across team activity records.
- DAX measures for performance metrics centralized in the model.
- Model, measures and logic fully documented.
- Power BI
- DAX
- Data Modeling
- Power Query
Source
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