i need help with this one task

[castlight_10]

The three dashboards in the picture are meant for a Sales Engineer to assess his performance. The attached excel, is the information source for the dashboards. The sales engineer have a weekly target, seeing which they commit to an amount based on their assessment of market , the achievement shows the actual figure of their performance.

As part of first evaluation please choose one dashboard from the 3 screenshots and recreate the exact same visualization on Power BI.

Legends:

Tar – Target

Ach – Achieved

OB- Order Booking

SV – Shipment Value (Billed value)

INV – Inventory

Red. - Reached

Calc – Calculated

**bleep**/cmt – Cumulative

STD – Say To DO (Always in % - This calculates the percentage of achievement of the sales engineer w.r.t the commitment given by her/him for a particular measure)

YTD – Year To Date calculation for the total cumulative figure for the particular measure till today’s date.

GM – Gross Margin (Always in % - this given the Margin a company made on a particular order)

RRR (Required Run Rate) / month – Is the rate at which a Sales Engineer should be achieving business values on his targets. This would be different for each component.

GAP – Denotes the difference of a measure between its actual and target figures.

AVG - Average

A brief idea of the three dashboards

FBB (Funnel / Booking / Billing) Analysis:

Funnel is the total enquiry (deal) or business that has been brought in by the sales team. Some of them could be converted to bookings based on customer Purchase order. The customer can choose to go with a different vendor, and not buy from us in that case the deal in the Funnel is lost.

There could be considerable difference in time between each of the three stages, so unless the deal is lost, there is a chance of conversation to booking over next few months. However since we are dealing will entire data set, these are taken care off on the attached excel sheet.

Once a booked order is shipped to the customer, it becomes a billed order, since billing is done at the time of shipping.

The dashboards try to combine the actual trend lines for each of these three stages w.r.t the target that was given to them. (The target sheet in excel refers to target and achievement sheet refer to actual figures for sales engineer review).

Committed Inventory Analysis:

This refers to the analysis for the total inventory ageing. The inventory ageing has been divided into various time stages for classification.

The diagram shows the STD for each time classification of inventory ageing along with actual inventory value and average STD.

Receivables Analysis:

The receivables analysis displays the breakup of money that the company would receive from various stakeholders.

Credit Period: It is the period given to each customer over which they can repay outstanding amount against them before the amount is considered as overdue.

Total outstanding amount: It is the total amount that the company should get back from stakeholders, this is inclusive of overdue and in-credit period amount.

Not Due Amount: The amount which is currently in credit period

Amount due in 15 days: Amount that would become overdue in 15 days from today.

Overdue amount: It refers to the amount that has not been repaid to us even after the credit period.

 

[v-yulgu-msft · Accepted solution]

Hi @castlight_10,

Your requirement is too general. It's hard to provide detailed advice. You want to replicate the same reports as posted above in Power BI, right? Power BI supports almost visuals shown in above three dashboards, like table visual, line chart, column chart and KPI and so on. I would suggest you have a look at this article to get started with Power BI desktop.

Regards,

Yuliana Gu