Executive revenue and margin control tower
A leadership team moved its monthly board pack off hand-built spreadsheets into one governed Power BI model with revenue, margin, and cash in a single view.
- Revenue
- $2.48M
- this month, example
- Gross margin
- 39.0%
- blended
- Close to report
- 2 days
- from 10
- Sources unified
- 5
- into one model
Illustrative scenario · example figures
Result
Revenue, margin, and cash became one governed view the leadership team opens daily, instead of a monthly reconstruction nobody fully trusted.
The challenge
Every function arrived at the leadership meeting with its own numbers, built in rival spreadsheets, so half the meeting was spent reconciling figures instead of deciding anything.
What we built
We modeled revenue, cost, and cash once from the ERP and billing system into a governed semantic model, then built an executive report where every number drills to the invoice or order behind it.
- A governed semantic model with one definition per measure.
- An executive dashboard for revenue, margin, cash, and the operating KPIs.
- Drill-through from every headline number to the record behind it.
Outcomes
- One set of numbers the whole leadership team trusts.
- The board pack produced from a report instead of rebuilt by hand.
- Meetings spent on decisions, not on reconciling figures.
Where the data came from
Data is drawn from the systems the operation already runs on and delivered in the client’s own tenant.
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