Data and reportingSales and orders reporting10 days

From a wireframe to a working Power BI dashboard

We turned Lauterbach Group's dashboard sketch into an interactive Power BI report for sales, orders, clients and categories.

Talk to our team
KPI areas: sales, orders, clients, new clients
4
month-to-date and year-to-date views
MTD + YTD
handover items: PBIX file, model and DAX notes, user walkthrough
3
01 · The challenge

A dashboard design, waiting to be built

Lauterbach Group had a wireframe for the report it wanted: total sales, orders, clients and new clients, each with month-to-date and year-to-date views. The figures needed to be read together, with trends over time and a way to drill into each category.

Numbers in isolationSales, orders, clients and categories had to be reviewed together.
Period contextMonth-to-date and year-to-date figures were needed side by side.
Getting to the detailUsers needed to drill from headline numbers into each category.
02 · Our approach

10 days, from wireframe to handover

  1. 1
    Day 1

    Align

    Kickoff, requirements and a walk-through of the wireframe.

  2. 2
    Day 2

    Assess the data

    Reviewed and profiled the source data.

  3. 3
    Days 3 to 8

    Build

    Built the data model, DAX measures, screen and visuals.

  4. 4
    Day 9

    Validate

    Tested everything and ran a review session with the client.

  5. 5
    Day 10

    Hand over

    Made final fixes, documented the model and DAX measures, and walked users through the report.

03 · The outcome

One report for the numbers that matter

Lauterbach Group's team now reviews sales, orders, clients and category performance in one interactive report that matches the layout it designed, with drill-downs for the detail. The model and DAX documentation lets the team maintain it.

  • Dashboard matches the agreed wireframe
  • Month-to-date and year-to-date views for the core KPIs
  • Interactive trends and category drill-downs
  • Model and DAX documentation, plus a user walkthrough
04 · Technology
  • Power BI
  • DAX
  • Data modeling
Data and reporting

One trusted source for your numbers.

Microsoft Fabric and Power BI, from KPI workshops to handover.