All work
Business Intelligence
Customer Performance
A Power BI report measuring performance by customer, built from scratch with a documented data model and DAX measures.
Business problem
Customer-level performance was assembled ad hoc, so answering 'how is this customer doing' depended on who was asked.
Solution
- Built a Power BI report from scratch that puts customer performance on one consistent scorecard.
- Created the data model, DAX measures and business logic from scratch, and documented all of it.
Measurable impact
One scorecard
Customer performance consistent across the business
What changed for the team
- Account and operations teams read customer performance from one shared scorecard instead of pulling numbers from separate systems.
- Customer reviews and escalations start from the same defined measures, so conversations focus on the numbers rather than on reconciling them.
- The documented model made it straightforward to extend the scorecard as new customer performance questions came up.
Technical implementation
- Power BI data model designed from scratch around customer records.
- DAX measures for customer performance centralized in the model.
- Model, measures and logic fully documented.
- Power BI
- DAX
- Data Modeling
- Power Query
Source
Have a data problem that's taking too much time?
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