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📊 Business Performance Analysis

This project presents business performance dashboard for a client created using Power BI and SQL. The dashboard offers actionable insights into key operational metrics across regions, departments, clients, and time periods.

📌 Overview

This dashboard enables to:

  • Monitor operational efficiency across regions
  • Evaluate client satisfaction and revenue contributions
  • Track project distribution and performance by department
  • Identify top-performing clients and detect risk trends
  • Provide recommendations to optimize time, resources, and satisfaction

The result is an interactive dashboard built in Power BI, connected to a 200K-row dataset, with clean design, dynamic filters, and data storytelling that supports executive-level decisions.


📂 Dataset Information

The dataset includes historical and active project data with the following fields:

  • 📅 Project timeline (StartDate, EndDate)
  • 🌍 Region & Department
  • 🧾 Project Status: Completed, In Progress, At Risk
  • 💰 Revenue
  • ⏱ Duration in days
  • 😊 Client Satisfaction Score (1–5)
  • 👥 Client Name, Consultant Count

🔍 Key Business Questions & Insights

1. Which regions perform best in terms of revenue and satisfaction?

  • Insight: North America leads in revenue and has the highest satisfaction score.
  • Recommendation: Focus expansion and client retention efforts in this region.

2. What are the satisfaction trends per region and department?

  • Insight: APAC shows the lowest satisfaction score despite a comparable number of projects.
  • ⚠️ Recommendation: Conduct qualitative analysis to understand root causes.

3. Are some project statuses taking significantly longer?

  • Insight: In Progress and Completed projects average 914 days, while At Risk projects show slight deviation.
  • Recommendation: Improve planning for early-stage projects and review At Risk handling procedures.

4. Who are the top clients by revenue?

  • Insight: Top 5 clients contribute the largest revenue portion, with steady performance.
  • Recommendation: Establish tailored communication and VIP management plans for them.

5. How is workload and revenue distributed across departments?

  • Insight: Balanced project count across departments, with slight revenue variation.
  • Recommendation: Maintain resource allocation, with slight revenue optimization strategies per team.

6. How many projects are in risk?

  • Insight: 33% of projects are flagged "At Risk" — which may indicate overly sensitive classification criteria

🛠 Tools & Techniques Used

  • Power BI: Data modeling, DAX calculations, dashboard design
  • SQL (MySQL): Subqueries, CTE alternatives, filtering, aggregations
  • **Power Query **
  • Excel: Data exploration
  • Git & GitHub: Version control and publishing

📷 Dashboard Preview

👉 Final version of the interactive dashboard Dashboard Preview


🚀 How to Use

  1. Clone this repository
  2. Open the .pbix file in the dashboard/ folder using Power BI Desktop
  3. Interact with slicers for:
    • 📅 Year
    • 📍 Region
    • 🏢 Department
    • 📊 Project Status
  4. Explore KPIs, satisfaction metrics, trends, and strategic client insights
  5. Export visuals or customize the dashboard for internal use

👩‍💻 Created by

marijatech