Scrocle

Sales data analysis · 2025

Quarterly sales model and dashboard

Shipped

Role
Independent engineer
Stack
Power BI, SQL, Excel
Status
Shipped

Problem

Seven months of sales records were being asked to answer the same questions in every review — revenue drivers, regional gaps, returning customers — from a sheet that only one person trusted.

Constraint

The deliverable had to survive the meeting. A slide that aged out was a failed job. The client already lived in Excel and Power BI; they did not need a new BI religion.

Architecture

  1. Sales records
  2. Model
  3. Excel
  1. Power BI
  2. Quarterly review
Records into a model. Excel for the working surface. Power BI for the view that is opened each quarter.

Decisions

  • Model first

    Drivers, regions, and returning-customer behaviour are defined in the model, then shown. Charts without that work are decoration.

  • Workbook and Power BI

    Both, because the review still happens in those tools. I did not wrap the data in a web app they would stop opening.

If the brief is a one-off chart pack, I will probably decline it. If the brief is a model you will still open in three months, that is this work.

Outcome

Shipped. Still opened each quarter. Client name stays off this page.

What was handed over

  1. The workbook
  2. The Power BI view
  3. Which questions the model actually answers

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