Skip to content
KadmoonBusiness Intelligence
Analytics · Leadership

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.

Power BIMicrosoft FabricAzure Data FactorySemantic model
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

SQL ServerDynamics 365 FinanceBilling systemExcel budgets

Data is drawn from the systems the operation already runs on and delivered in the client’s own tenant.

Want this on your data?

Tell us where your numbers live and what leadership needs to see. You get a scoped plan and a quote within one business day.

Request a quote

More case studies