FSAnalytics - Power BI Mini Dashboard

Problem

Leaders need a fast read on revenue health, customer activity, and cash risk (late settlements), with enough detail to act by region/segment/product.

Approach

• Three-page Power BI report over transactions + customers
• Star schema: Transactions fact with Date, Customers and Products dimensions
• Time intelligence via dedicated Date table (marked as Date)
• KPIs: Total Revenue, Active Customers (30D), AOV, Late Settlement %, Avg Days to Settle, Cohort Retention (30D)

Metrics (as of latest refresh)

• Total Revenue: £1.3M
• Active Customers (30D): 271
• AOV: £158
• Late Settlement %: 44.7%
• Average Days to Settle: 8.72
• Cohort Retention (30D): 58.5%
• Late Settlement Revenue: £563.9K

Decisions enabled

• Target high-impact groups to cut late payments.
  Evidence: Rank segments/regions/products by Late Settlement % and Late Settlement Revenue.
  Action: Focus process fixes where both are high (payment-reminder cadence, invoice clarity, term tweaks).
• Shrink time-to-cash in the worst product/segment cohorts.
  Evidence: Track Avg Days to Settle by month with a slicer on Product/Segment; spot the top laggards.
  Action: Run a 2-week experiment (e.g., pre-due reminders, different net terms) in the top 1–2 cohorts; success = ↓ in Avg Days to Settle trend.
• Boost repeat usage where retention lags. Evidence: Compare Cohort Retention (30D) across Segment/Region/Product; sanity-check against Active Customers (30D). Action: Trigger lifecycle messaging for underperforming cohorts (win-back nudges, onboarding tips); success = +Δ in 30D retention.

How to run

1. Open /powerbi/dashboard.pbix in Power BI Desktop.
2. Point to /data/customers.csv, /data/products.csv and /data/transactions.csv (or your source tables).
3. Refresh; export three screenshots to /images/:
   • kpi.jpg (KPI page)
   • risk&retention.jpg (Risk & Retention page)
   • tables.jpg (Tables page)
4. Open .csv, .jpg, .pdf, and .md files using compatible applications.

Screenshots

See also

Two-page consulting report in slides/consulting-report.pdf. Contains KPI overview, breakdowns, insights, actions and definitions.

Data

Synthetic sample data can be used to demo structure; replace with your live source as needed.

---

Credits: Built with Power BI + DAX.