2. Dashboard and Reporting Design Module

Dashboard and Reporting Design Module

Here’s a detailed plan to transform the Dashboard and Reporting Design Module into an engaging and tailored service for Power BI users:

General Purpose of the Module

To provide visually appealing, easy-to-understand, and interactive Power BI dashboards and reports that support decision-making processes.

Service Packages

1. Quick Start Package

• Purpose: Visualize basic key performance indicators (KPIs) and general business data.

• Includes:

  • 1–2 simple dashboards (e.g., sales report, inventory tracking).

  • Basic filters (such as date, region) and slicers.

  • Standard Power BI visualization tools.

• Target Audience: Small businesses or beginners in Power BI.

  
  

2. Customized Dashboard Package

• Purpose: Create fully tailored dashboards based on customer-specific needs.

• Includes:

  • Business process-specific KPIs.

  • Advanced data connections (e.g., ERP, CRM, third-party software).

  • Custom themes and visualizations (e.g., R or Python-based visuals).

  • Options for "Drill-Down" and "Drill-Through" functionality.

• Target Audience: Medium and large enterprises.

  
  

3. Executive and Financial Dashboards

• Purpose: Provide financial performance, budget tracking, and profitability reports for management and finance teams.

• Includes:

  • Income and expense analysis.

  • Budget comparisons (planned vs. actual).

  • Profitability breakdowns and cost analysis.

  • Cash flow simulations.

• Target Audience: CFOs, finance teams, and board members.

  
  

4. Sales and Customer Analytics Dashboards

• Purpose: Analyze sales trends and understand customer behavior.

• Includes:

  • Product-based sales analysis.

  • Regional and time-based sales performance.

  • Customer lifetime value (CLV) and segmentation.

  • Impact analysis of discounts or promotions.

• Target Audience: Sales and marketing teams.

  
  

5. Operations and Logistics Dashboards

• Purpose: Monitor and improve operational processes.

• Includes:

  • Inventory levels and stock turnover analysis.

  • Supply chain efficiency and delivery times.

  • Supplier performance analysis.

  • Cost-reduction opportunities.

• Target Audience: Operations and logistics managers.

  
  

6. Strategic Dashboards

• Purpose: Provide high-level summaries to support strategic business decisions.

• Includes:

  • Key company-wide KPIs summarized in an executive dashboard.

  • Trend analyses and forecasts.

  • Performance evaluations against strategic goals.

  • Target achievement rates.

• Target Audience: CEOs, COOs, and strategy teams.

  
  

Technical Features

• Data Sources:

  • Integration with Excel, SQL, Salesforce, SAP, Google Analytics, etc.

• Advanced Features:

  • Drill-down analytics.

  • KPI goal tracking with traffic light indicators.

  • Mobile-responsive dashboard design.

    
    

Workflow

1. Needs Assessment:

   • Understanding the client’s business processes and data sources.

   • Identifying key metrics and KPIs to focus on.

2. Design Phase:

   • Creating a draft structure for the dashboard.

   • Refining the design based on client feedback.

3. Delivery and Training:

   • Delivering the final dashboard.

   • Providing a brief training session on using and maintaining the dashboard.

4. Support:

   • Offering minor adjustments or enhancements for future needs.

     
     

Package Pricing

• Quick Start Package: $500–$1,000

• Customized Dashboards: $1,500–$5,000 (depending on complexity)

• Ongoing Support: $300/month (for updates and maintenance)