Tools & skills
Proficiency and a formula sample for each tool, plus a few interactive sample reports with the DAX behind them.
// skill matrix
Pick a tool to see proficiency, advanced capabilities and a real formula sample.
Gross Margin % =
DIVIDE ( [Revenue] - [COGS], [Revenue] )
Top 5 Customers Revenue =
CALCULATE (
[Revenue],
KEEPFILTERS ( TOPN ( 5, ALL ( Customer[Name] ), [Revenue] ) )
)// case studies
Interactive mockups: try the region slicers and date range, then switch to the DAX behind each report.
Financial Analytics
Revenue
148.0
▲ 74.2%
EBITDA
295.9
▲ 74.2%
Net margin
443.9
▲ 74.2%
Problem
Month-end P&L reporting across 6 entities was assembled by hand in Excel, taking days and producing inconsistent numbers.
−60%
P&L reporting time
1
single source of truth
6
entities consolidated
Sales & Churn
Active customers
128.8
▼ 1.1%
Churn rate
257.6
▼ 1.1%
LTV
386.3
▼ 1.1%
Problem
Sales leadership could not see which customer cohorts were churning until revenue had already been lost.
+12%
retention after 2 quarters
3 wks
earlier churn signal
40k
customers scored
Executive Dashboards
Cash
127.4
▲ 32.9%
DSO
254.8
▲ 32.9%
DPO
382.2
▲ 32.9%
Problem
The CFO lacked a daily view of cash, DSO and DPO; working-capital decisions relied on stale monthly packs.
−9 d
cash conversion cycle
Daily
refresh, was monthly
RLS
per business unit
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