Custom Power BI Pacing Template

Заказчик: AI | Опубликовано: 22.10.2025
Бюджет: 250 $

I need a reusable Power BI template that turns my daily pacing export from Wide Orbit into a clear, interactive dashboard. Data scope: Sales figures only, broken down at the daily level. Core requirements • Build a Power Query routine that lets me drop in the raw CSV/XLS each morning and refresh with one click. • Model the data so the report can be sliced by market, salesperson, month, and quarter without performance lag. • Create visuals that highlight actual vs. goal pacing, day-by-day trends, and cumulative progress. • Add intuitive slicers and a clean layout that sales reps can grasp immediately. • Deliver the finished .pbit file plus a short, step-by-step guide showing where to place the source file and how to refresh. Nice-to-have extras (include if they fit comfortably): conditional-formatting alerts when pacing falls behind, a simple “export to PDF” button, and room for future metrics. I’ll supply a sample Wide Orbit export so you can map columns correctly. Once the template passes a test refresh on my side, the project is complete.