Power BI Sales & Engagement Dashboard

@dipakmoliya

As an experienced freelancer with a focus on data management and analysis, I've built several Power BI dashboards that pull live data from Excel workbooks and SQL databases. I understand the importance of timely, accurate data and how it can simplify decision-making processes for managers. Having worked extensively with Microsoft Access, SQL and MySQL, I know how to establish seamless connections between different data sources and schedule regular updates. Given your specific requirements, I assure you I will deliver an intuitive, visually engaging Sales & Engagement Dashboard that aligns with your targets. The slicers for region, product line, and date will be streamlined for easy self-service insights without any extra training required. Incorporating my skills in HTML, CSS and javascript, my team will make sure the dashboard’s PowerPoint export template stays true to its look while allowing managers to integrate key visuals directly into their presentations. I've reviewed what you've shared regarding your project; the raw tables, data dictionary and sample PPT slides and they give me a strong starting point. Our expertise in Excel, Microsoft Access, MySQL and SQL positions me perfectly to transform your raw data into meaningful insights proficiently. Let's discuss your project in more detail so I can show you exactly how we can exceed your expectations. Happy to provide a quick demo or screenshots of dashboards developed for similar clients as per your request!

@onkarkulkarni8

Hi, I your "Power BI Sales & Engagement Dashboard" project description in detail and undertood your requirements. I've worked on many PHP projects in recent times. So I am confident on achieving your expected Goals. Please initiate a communication thread to discuss further and start with the project. ⭐ 5.0/5 from a recent client: "A more professional version: “Excellent work! The job was completed within the committed timeline. Great quality, professionalism, and timely delivery. Highly appreciated and recommended.”" Final timeline and cost will be confirmed in chat after a complete understanding and documentation of the project expectations in detail.

@saba106

I am an expert statistician, Research Writer, and data analyst with more than eight years of experience. I have full command of Excel analysis, SPSS, STATA, R LANGUAGE, AND PYTHON. I am an expert in creating time series prediction models, working with survey data, conducting marketing analysis, building estimators, and medical analysis. I am a perfect match for your project share other details of the work so I can start working on your project. Will complete task on time.

@robertb297

A manager-friendly Power BI dashboard that surfaces sales and engagement KPIs — built for self-service, not extra training — is exactly what you’ve described. You need live connections to both Excel and MySQL, clean DAX measures against targets and YoY comps, intuitive slicers, and a gateway setup that refreshes automatically. I’ve delivered this exact stack multiple times across 5 years of data analytics work — dual-source PBIX files, documented refresh schedules, and commented SQL queries are part of my standard output. Two quick questions before I scope the timeline: For the MySQL connection, are you on Power BI Service with an on-premises data gateway, or is the database cloud-hosted and directly reachable? Do the PowerPoint export slides need to match a corporate template (fonts, colors, logo placement), or is the sample PPT you mentioned the style reference I should follow? Want to open a chat so I can take a look at your data dictionary and sample slides before we lock in a timeline?

@alluankit01

Hi, I can build your Power BI Sales & Engagement dashboard by connecting Excel folders and MySQL data, creating a clean data model, and designing manager-friendly KPI pages. My approach will be to first review your raw tables, data dictionary, sample PPT slides, targets, refresh needs, and gateway setup. Then I’ll create the PBIX model, write/comment any SQL queries, build DAX measures, and design visuals for sales performance, YoY growth, target comparison, and customer engagement ratios. I’m comfortable with Power BI, Excel, MySQL, SQL queries, Power Query, DAX, slicers, scheduled refresh, Power BI Service gateway, dashboard design, and PowerPoint-ready reporting. Deliverables: * Excel + MySQL connection setup * Clean Power BI data model * Sales KPI dashboard * Engagement KPI dashboard * Target vs actual measures * YoY growth visuals * Region/product/date slicers * Commented SQL queries * Refresh schedule documentation * PowerPoint export template * Final PBIX file Timeline: 4–6 days after receiving the data and access. I’ll focus on accurate measures, smooth refresh, clean visuals, and a dashboard managers can use easily for weekly presentations. Best regards Ankit

@amit210279

Hi there, 1. My Understanding of Project: You need a professional Power BI Sales Engagement Dashboard that turns your sales data into clear, actionable insights. The dashboard should help track sales performance, customer engagement, KPIs, trends, and team activity through an intuitive and interactive interface. 2. My Proposed Solution: I will build an interactive Power BI dashboard with a clean executive-friendly design, connecting your data sources and creating the required data model, DAX measures, KPIs, filters, drill-downs, and visualizations. I’ll include sales trends, engagement metrics, performance comparisons, and relevant reports based on your business requirements. I’ll also optimize the dashboard for usability and provide documentation or guidance for future updates. 3. Questions: * What data sources and file formats will be used for the dashboard? * Which sales and engagement KPIs are most important to your business? * Do you already have a preferred dashboard layout or reference design? Please chat with me in Freelancer chat so we can review your data and dashboard requirements. Warm Regards Amit

@gowrik16

Hello, I reviewed the attached Power BI dashboard screenshot and understand the visual style and interactive approach you are looking for. I particularly noted the combination of KPI cards, comparison charts, detailed breakdowns, and multiple slicers used to let users explore the data interactively. I can build a cleaner, manager-focused version of this approach for your Sales Performance and Customer Engagement requirements whereas I showcased a similar dashboard in my portfolio. I have hands-on experience with Power BI, DAX, Power Query, SQL/MySQL, and Excel, including data cleaning, transformation, KPI reporting, YoY analysis, interactive slicers, and dashboard design. For your project, I can: • Connect and combine data from Excel folders and MySQL • Build a structured and maintainable Power BI data model • Create Sales & Customer Engagement KPI cards with target comparisons • Calculate YoY growth and engagement ratios using DAX • Add intuitive slicers for Region, Product Line, and Date • Create interactive charts and drill-downs to help managers identify trends and problem areas • Match the dashboard's visual style to your provided PPT/screenshots while keeping it clean and presentation-friendly • Document SQL queries and refresh requirements • Prepare a PowerPoint export template aligned with the dashboard • Structure the PBIX for reliable Power BI Service/gateway refresh Thank you. K. Gowri

@gunjan1711

Hi, I have hands-on experience with Power BI, Excel, SQL, MySQL, DAX, and data modeling, focused on building interactive management dashboards. * I can integrate Excel workbooks and MySQL data into a clean Power BI model with reliable relationships and refresh-ready connections. * My experience includes sales KPI reporting, customer analytics, YoY comparisons, target tracking, engagement metrics, slicers, drill-downs, and interactive dashboards. * I can build manager-friendly report pages with clear KPI cards and visuals for sales performance and customer engagement. * I can structure SQL queries and Power Query transformations cleanly so the model remains maintainable and easy to refresh. * I can also align the dashboard visuals for straightforward PowerPoint reporting and weekly management presentations. * My focus is on accurate calculations, responsive performance, clean visual design, and simple self-service reporting. Reference work is available in my profile.

@khadijatul15

Hi, I've reviewed your project, "Power BI Sales & Engagement Dashboard", and I understand what you're looking to achieve. Based on the requirements in your project description, my Excel, SQL, Microsoft Access, MySQL, Data Visualization, Data Analysis, Power BI experience aligns well with the work you need. I can carefully review the existing requirements, understand the expected functionality, and implement the solution with a focus on quality, performance, and reliability. Project Requirements: I’m looking for a polished, manager-friendly dashboard built in Power BI that can pull live data from both Excel workbooks and a SQL database (MySQL). The core visuals should spotlight two KPI groups—sales performance and customer engagement—making it easy for our managers to spot trends, drill into problem areas, and download insights for their weekly presentations. Here’s what I need: • Connection setup to the designated Excel folders and the MySQL instance, with refresh schedules documented. • Intuitive report pages that compare current numbers against targets, highlight YoY growth, and I’ll make sure the work is handled professionally, with clear communication throughout the project and attention to the details mentioned in your requirements. I’m ready to discuss the project and get started. Best Regards, Khadija Tul Kubra

@mikhailmikhail80

Hi, I read your project carefully and I can deliver exactly what you need. I can start immediately and show you the first preview in a few hours. Let’s discuss the details.

@iterativeTech

With a vast expertise in Data Analysis, Excel, MySQL, and Power BI, I'm the ideal freelance specialist to transform your sales and engagement data into clear, actionable insights. Having designed numerous Power BI dashboards integrating Excel and SQL sources during my career, I'm confident in my ability to deliver the intuitive and comprehensive platform you're looking for. Not only do I have technical proficiency in Power BI but I also possess a deep understanding of business operations that would enable me to implement tailored KPIs for better decision-making. In addition to the skills specifically mentioned in your project description, I leverage advanced AI/ML strategies, cloud data engineering, and real-time analytics techniques—all to maximize ROI from data so that your key stakeholders are empowered with meaningful information at exactly the right time. One of my strengths is developing concise PowerPoint export templates—a valuable asset which perfectly aligns with your objective of effectively transferring synthesized knowledge straight into presentations without distortion. Let me be your partner in this project—I will seamlessly manage the connections between your Excel workbooks and SQL database while ensuring everything refreshes automatically without manual intervention on the Power BI Service gateway.

@hemel558366

As an Accountant skilled in Data Analysis and Excel, I offer a unique blend of financial understanding and technically proficiency that will be a great asset for your project. My experience at a Non-Governmental Organization involved constant monitoring and analysis of financial data to drive smarter decision making. I was responsible for building reports utilizing complex Excel worksheets, just as what you need for this project. Building Power BI dashboards is also right up my alley. I have created similar reports merging data from Excel and SQL sources with live updates. My meticulous attention to detail ensures a high level of accuracy in each report. In addition, I’ve developed intuitive visuals with clear slicers to help facilitate user self-service, just as you’re looking for. In fact, I've become so proficient in this area, even creating a PowerPoint export template mirroring the dashboard's look has become second nature. When you choose me, expect not only technical proficiency but also timeliness—your deadline is a priority. Let me use my financial analysis expertise, attention to detail, and technical know-how to revolutionize your data reporting process. Let´s make your managers never miss another critical insight again!

@Geetam00

As an accomplished data analyst fluent in various programming languages, including the likes of MySQL, I am well-poised to deliver your Power BI sales and engagement dashboard promptly and effectively, empowering your managers to make informed decisions at a glance. My catalogue of skills not only includes proficiency in Power BI and SQL but also a detailed understanding of Excel, enabling me to establish smooth connections that reliably pull live data from all your sources. With an eye for intuitive UI and meaningful visuals, my dashboard will spotlight your two core KPI groups—sales performance and customer engagement—giving your managers valuable insights to detect trends and identify pressing issues. Over my many years as a full-stack developer, I've built numerous dashboards that marry both Excel and SQL sources, crafting visualizations that range from YoY growth comparisons to engagement ratios. This experience positions me perfectly to leverage your existing raw tables, data dictionary, and sample PPT slides to structure a PBIX file with immaculate clarity—all designed to ensure a solution that refreshes seamlessly without manual intervention on your Power BI Service gateway. Moreover, I understand the importance of your managers being able to self-serve insights without additional training. Therefore, my clean slicers for region, product line, and date will enable straightforward navigation and give your manager the power they need.

@Ritesh11gupta

I like the idea of a polished, manager-friendly dashboard! With my skills in Power BI and data visualization, I can create something that really stands out. What specific metrics are you hoping to focus on in this dashboard?

@winston052790

Hello, I hope this message finds you well. I am interested in hiring a professional who can build a Power BI Sales & Engagement Dashboard that seamlessly integrates live data from Excel workbooks and a MySQL database. The dashboard should prioritize sales performance and customer engagement KPIs, providing our managers with actionable insights and the ability to easily present data in their weekly meetings. If you have experience in creating similar Power BI solutions and can meet the requirements outlined above, I would appreciate seeing a demo or screenshots of your work, along with your estimated timeline for delivery. Thank you. Sincerely, Winston

@GeetaRawat19

Integrating live Excel and MySQL data into a single Power BI dashboard that managers can trust and use daily is harder than it looks—especially when refresh stability and clean self-service controls are non-negotiable. You need a dashboard that doesn’t just look good, but stays reliable in production, with clear lineage from raw tables to visuals. I’ve built similar KPI dashboards for sales and engagement analytics, pulling from mixed sources with automated refreshes via gateway—exactly what you’re describing. At Bevanalytics, I developed real-time analytics dashboards with SQL-backed data models and dynamic visual reporting, ensuring seamless updates and export-ready outputs. I’d approach this by: (1) auditing your data schema and refresh requirements, (2) modeling a clean semantic layer in Power BI with documented DAX and SQL, (3) designing intuitive pages with slicers for region, product, and time, and (4) building a matching PowerPoint template for one-click reporting. I can review your data dictionary and sample slides to finalize the structure—let’s align on the starting point. Regards, Geeta

@anas389

Good day! First of all, I understand that you're looking to build a manager friendly Power BI dashboard that combines Excel and MySQL data to track sales performance and customer engagement with clear KPIs, targets, YoY growth, and interactive filtering. Based on your requirements I can set up the Excel and MySQL connections, build the required report pages and slicers, structure the PBIX file properly, and configure the solution for reliable Power BI Service refreshes. I can also prepare the PowerPoint export template so the key visuals can be reused easily in weekly presentations. Questions: 1. Is the MySQL database already accessible from the Power BI Service gateway? 2. Are the Excel workbooks stored locally, on a shared network folder, or in OneDrive/SharePoint? 3. Do you already have the KPI formulas and target definitions, or should I build them from the data dictionary? I would love to schedule a meeting or have a detailed conversation about the dashboard and existing data structure. This way I can understand the KPIs properly and build a clean solution that managers can use without additional training. Thank You!

@warrick1718

This project immediately caught my attention because it is exactly the type of work I do best. Creating a polished, manager-friendly Power BI dashboard that integrates live data from Excel and MySQL aligns perfectly with my expertise. I understand the need for clean, professional visuals that enable easy comparison of sales performance and customer engagement, empowering managers to make data-driven decisions. While I am new to freelancer, I have tons of experience and have done other projects off site. I specialize in Power BI, SQL queries, and creating intuitive reports with seamless data integration. If this sounds like what you're looking for I'd love to hear more about your project. Regards, Warrick Van Eeden

@riakumari45rk

As an experienced Data Annotation and Analysis professional, I have a proven track record in working with Excel and SQL sources in the creation of robust Power BI dashboards that fulfill the requirements outlined in your project. I bring to the table a deep understanding of data precision, consistency, and structured workflows to ensure reliable data connections and refreshing schedules. Moreover, my experience in working with AI/ML models has enhanced my efficiency in data correlation and trend analysis which can play an instrumental role in your project. Structuring the PBIX file clearly is a priority for me as it leads to an intuitive report design catering to even non-technical users like managers. My aim is to design pages that compare current metrics against targets while highlighting YoY growth and engagement ratios. I'll provide clean slicers filtering options for region, product line, and date keeping a keen eye on usability even for those without Power BI training.