Where work gets stuck.
Five branches submit spreadsheets using different criteria. Before comparing performance, management needs to reconcile the numbers and understand what each report includes.
Business Intelligence and Power BI
The right number.
The right question.
Dashboards that connect operations to decisions. From organizing data sources to improving the reports your team already uses.
Independent project / Management dashboard
Sales Radar
Revenue, orders, and branch performance in one shared view.
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Let's talk about this projectr.Radar / Sales
June · 2026Management overview
How are sales performing across branches?
Revenue for the periodR$ 248,600
Orders1,243
Average order valueR$ 200
Branches5
Revenue by branch
Values in Brazilian reais
Metric verification
- Revenue
- Sum of order values
- Orders
- Count of unique orders
- Average order value
- Revenue ÷ orders
The same rules across all branches.
| Branch | Revenue | Orders | Average order value |
|---|---|---|---|
| Branch A | R$ 50,000 | 250 | R$ 200 |
| Branch B | R$ 56,000 | 280 | R$ 200 |
| Branch C | R$ 45,000 | 225 | R$ 200 |
| Branch D | R$ 52,000 | 260 | R$ 200 |
| Branch E | R$ 45,600 | 228 | R$ 200 |
Demo data · A web prototype of the dashboard experience. A Power BI delivery includes data modeling and source validation.
The thinking behind the project
From context
to solution.
How the project addresses it.
The project defines a single model for revenue, orders, and average order value. The consolidated view lets you select a branch and check the calculations behind the metrics.
What needs to be checked.
Check totals against the source data, test filters, and review calculation rules with people who know the operation.
Independent project / Business services · Midsize business
Operations Radar
Budget, costs, and deadlines in one view. The project featured on the home page brings together R$ 200k planned, R$ 186k actual, and 248 requests over six months.
r.Radar / OverviewJan — Jun 2026
Operations overview
First half · 2026What's happening now.
BudgetR$ 200kPlanned
CostsR$ 186kActual
Requests248During the period
On time91%Demo data
Cost trendsIn thousands of R$
Costs by departmentActual
OperationsR$ 93k
SalesR$ 56k
Admin.R$ 37k
Demo datasetIllustrative update
The challenge
Compare actual spending against the budget and identify departments that need attention, using common criteria across teams.
The proposed solution
Executive metrics, monthly cost trends, and a breakdown by department. Navigation can be expanded to track owners and stages.
How to verify
Validate the R$ 93k in operations, R$ 56k in sales, and R$ 37k in administration, along with the deadline criteria for each request.
A scope tailored to you
What your project
can include.
Dashboards and metrics
Metrics defined with management, data modeling, and executive and operational views.
Maintenance and enhancements
DAX and Power Query reviews, performance, refresh failures, and visualization adjustments.
Refresh and continuity
A refresh routine, documented rules, and guidance on use and maintenance.
Power BI maintenance
A dashboard needs
to stay reliable.
In the Radar project, a continuity review organizes what to check when the dataset changes, numbers diverge, or the report slows down.
The source has changed.
Check credentials, queries, field names, and Power Query steps. Record the cause and validate the new data load.
The total does not add up.
Review relationships, duplicates, and filter context. Compare the measure with a sample verified at the source.
The query is slow.
Identify slow points, review the model, and simplify measures or visuals. Compare performance after the changes.
How delivery works
Clear steps.
Shared decisions.
- 01
Understand the business
Define which decisions the dashboard should support and which sources can be used.
- 02
Model and validate
Link the datasets, build the measures, and check the results.
- 03
Deliver and follow up
Review the experience with the team and agree on a refresh schedule.
Before getting started
Common questions.
Can you improve an existing Power BI solution?
Yes. The assessment reviews the model, measures, queries, and refresh process to prioritize fixes and improvements.
Do I need to purchase licenses?
Sharing, access, and refresh requirements are assessed when defining the scope. Any licenses and infrastructure needed are clearly listed in the proposal.
Let's talk
Could a similar project
work for you?
Tell me how your operations work and what you would like to improve.