All work
Power BI· Enterprise B2B · commercial leadership· 2022–2023· ~8 weeks
Power BI Executive Cockpit over Salesforce
My transition to the data side — Salesforce reports were enough for reps, not for the exec team. Built a proper semantic model on top.
- Power BI
- DAX
- Power Query
- Salesforce connector
- Weekly prep−1 day/wkfor the commercial analyst
- KPI layersingle sourceexec numbers match the detail views
- Time-to-insightminuteson cross-cut questions
Business problem
Native Salesforce dashboards covered the day-to-day for reps and managers, but the exec team needed cross-cut views (segment × region × channel × product) that the out-of-the-box reports could not serve cleanly.
Data available
- Salesforce opportunities, accounts, products, users — via connector
- Historic closed deals for trend analysis
- Org hierarchy and segmentation
- Calendar and quota tables for time & target views
Solution implemented
- 1Pulled Salesforce data through Power Query, shaped into a star schema — one fact (Opportunity) plus conformed Date, Account, Product, User dimensions.
- 2Wrote DAX measures for the handful of KPIs the exec team actually asks about: pipeline coverage, win rate, slippage, avg cycle, quota attainment.
- 3Designed a 2-layer cockpit: one executive summary page, one drill path per function — mapped to real decisions on the meeting agenda.
- 4Set up row-level security so regional leads see only their territory; the exec view stays clean.
Impact
Weekly prep
−1 day/wk
for the commercial analyst
KPI layer
single source
exec numbers match the detail views
Time-to-insight
minutes
on cross-cut questions
What I learned
The data model is the product. Once the star schema is right, the DAX is small and the dashboard is obvious.