Post-merger integration dashboard: KPI logic, rollup rules and a live demo (feedback welcome)
Hi everyone, I’ve built a post-merger integration (PMI) executive dashboard as a live web demo(HTML), and I’d like feedback from this community, especially on the measure logic, which carries over directly to a Power BI or Fabric model. Live demo: https://www.docynx.com/dashboard/pmi-dashboard (Illustrative sample data only. Change a status, resolve a blocker or move the reporting date and everything recalculates.) What it covers Executive view: initiative counts, annual opportunity, secured benefits, verified YTD realized, and on track / at risk / blocked counts Stream health: worst-status-wins rollup (Blocked > At risk > On track), with defined fallbacks for streams with no active work Management attention: an escalation queue sorted by overdue first, then priority, then needed-by date, then ID Financial benefits: annual recurring value, one-off amounts and YTD actuals kept strictly separate Decisions & blockers: age bands, overdue flags and average days open Data checks: duplicate IDs, orphan links, completed items with no completion date and stale reviews are flagged instead of silently ignored Modelling decisions I’d like opinions on Benefits: opportunity and secured are never added together, since secured is part of opportunity. Realized YTD comes only from verified, dated actuals and is never derived from status or secured values. At-risk exposure: each recurring benefit is counted once when its linked initiative is At risk or Blocked, however many blockers are open against it. Reporting date: one central date drives YTD cut-off, overdue logic, milestone eligibility and age. Changing it does not pretend to restore historical status. Cancelled initiatives: they drop out of opportunity, secured and exposure, but their verified actuals stay in YTD unless Finance records a reversal. Other links: Free Sample Data Generator • Create Realistic Mock Data Instantly Free XML Sitemap Generator Online – Advanced SEO Sitemap Tool Convert Image to Base64 Text Online Free For PowerBI Image embedding without Storing image on Server | PNG, JPG to Base64 Encoder Explore Dashboard GalleryHR Workforce Analytics Dashboard | DataFlip
Managing people data across different systems can make it difficult to understand employee trends, retention risks, and workforce performance. Without clear insights, HR teams often react to problems after they impact productivity and engagement. This dashboard brings workforce data into one clear view, helping leaders make smarter people decisions. Business Impact This dashboard helps organizations: Track employee attrition, retention, and workforce trends Analyze engagement, satisfaction, and work-life balance insights Identify departments with retention risks and performance gaps Monitor training effectiveness and employee development Understand workforce demographics and composition Create dynamic HR insights to support better decisions It helps HR teams improve retention, strengthen workforce planning, and build a more engaged workforce. Who Can Use This Template HR Directors CHROs and HR Executives HR Business Partners People Analytics Teams Talent Management Leaders Learning & Development Teams Workforce Planning Teams HR Consultants and Advisory Firms Discover more insight-driven templates built for real business decisions. Visit DataFlip eyJrIjoiYjhmZGM3MjAtNmJjZS00OWM2LWE4OWMtYzliYWM5MjkwZmY0IiwidCI6ImE5NDUyNTg2LTJmNGMtNGNiMS04ZDJlLTI2ODkyODllZTcyNiIsImMiOjl9IT Financial Analytics Template
The IT Financial Analytics Template provides a consolidated structure for evaluating and managing the financial aspects of an organization’s IT department. It enables decision-makers to gain insights into IT spending, optimize budgets, and align financial performance with business goals. The template includes pre-built metrics, dashboards, and visualizations tailored for IT financial management. Created by: Satya9658 jagadeesh1013 eyJrIjoiNGM2M2QzYzQtMWE5YS00ZDZjLWIxYzgtYThhOTEwNGYzYTZjIiwidCI6IjM5MmFlNDIzLWFiZTktNDIxOS1iMTU5LTBhZTc3YWMxOWZjYSJ9Project Management Dashboard
Project Management Dashboard This dashboard brings together: - High-level KPIs – Projects, Costs, Benefits & Net Benefit with YoY performance - Portfolio health view – breakdown by Region, Phase, Complexity & Status - Interactive Timeline (Gantt-style) to track project progress - Detailed drill-through for project-level insights The goal: give executives a clear, actionable view of project performance — from strategic impact down to operational details — all in one place. Turning project data into insights that drive better decisions is what makes BI powerful. Thanks, eyJrIjoiMWVhZjA4ZjctOWY1My00ODI2LTk0NzEtZDYzMGMyZmRiOTY3IiwidCI6ImQ4ZTFiMDVlLTcwYWEtNGVmNy1iODc4LTQ2NmI2ODhmOTUyZiJ9
Painel Executivo de Estoque, Previsão & Reposição | Power BI + DAX + SAP HANA
Compartilho um painel de gestão de estoque para redes de lojas e centros de distribuição. Ele vai além do "quanto tenho em estoque" e responde o que vai faltar, o que comprar hoje e em quem confiar para entregar. São 7 páginas com navegação em abas, no estilo de uma página web: 1. Visão Geral do Estoque — Como está o estoque no período? Valor e quantidade em estoque, cobertura média em dias, giro, itens sem giro há mais de 90 dias, estoque obsoleto, excesso acima da cobertura-alvo e concentração nos 10 maiores itens. Evolução mensal de estoque × cobertura, entradas × saídas, faixas de cobertura e um bloco de **alertas automáticos em texto** que aponta excesso, risco de ruptura e por onde começar a liberar capital. 2. Análise por Item — detalhe por produto e depósito, com movimentos, saldo líquido e drill até o lançamento. 3. Plano de Ação — lista priorizada do que fazer com cada item: repor, segurar compra ou liquidar o excesso. 4. Retorno do Estoque — GMROI, margem bruta, custo de carregamento mensal e quanto o excesso custa por mês, com custo de capital ajustável. 5. Previsão de Estoque — O que vai faltar nas próximas semanas? Itens que acabam em até 30 dias, venda em risco em R$, pedidos de compra em aberto e atrasados, e o estoque projetado semana a semana pelas próximas 12 semanas considerando só os pedidos já feitos. A tabela mostra, item a item, se o pedido resolve, chega tarde ou se não há pedido. 6. Fornecedores — % de entregas no prazo, lead time real × prometido, atraso médio e classificação (Confiável / Atenção / Crítico), cruzando o desempenho do fornecedor com os itens que estão faltando. 7. Ponto de Pedido — O que comprar hoje — e quanto? Estoque de segurança calculado pela variabilidade da demanda **e** do lead time (`Z · √(LT·σd² + d²·σLT²)`), com o nível de serviço escolhido em botões (90%, 95%, 98%, 99%). Mostra ponto de pedido, posição de estoque e a sugestão de compra por item e depósito, além do estoque de segurança em dias de venda por fornecedor. Destaques técnicos - Botão Valor (R$) / Quantidade (un) que troca todas as medidas da página. - Cobertura-alvo e custo de capital como parâmetros what-if. - Cards e alertas com texto e cor dinâmicos (DAX). - Modelo estrela documentado: todas as medidas, colunas e relacionamentos com descrição. - Pronto para SAP Business One e S/4HANA via views no HANA (movimentos, pedidos de compra, recebimentos e fornecedores). *Dados fictícios, usados só para demonstração.*Healthcare Analytics Template
In hospitals, delays and inefficiencies don’t just cost money, they risk lives. This Healthcare Analytics Dashboard (Power BI Template) turns complex health data into clear, actionable insights that empower teams to act quickly and precisely. Designed from real hospital use cases, this tested solution helps clinical and operational leaders improve care delivery, resource planning, and financial performance. Challenges This Dashboard Solves 1. Unpredictable Length of Stay (LOS) Hospitals often struggle with forecasting patient discharge times. This leads to bottlenecks in bed availability, overcrowded wards, and delayed admissions. Without visibility into LOS trends, resource allocation becomes guesswork. This dashboard provides historical and real-time LOS analysis by department, condition, and demographic, helping hospitals predict and plan bed usage accurately. 2. Hidden Billing Inefficiencies Revenue leakages are common when billing data is scattered or inconsistently tracked across departments. Costs tied to specific treatments, medications, or admission types often go unnoticed. The financial dashboard breaks down billing data by condition, hospital wing, and treatment category, helping analysts pinpoint cost spikes and optimize spend. 3. Readmissions Due to Missed Clinical Patterns Chronic conditions like hypertension can lead to repeated ER visits if treatment effectiveness isn’t monitored. Without automated alerts, early warning signs are often missed. This dashboard flags abnormal blood pressure cases, tracks medication response rates, and alerts clinical teams for timely interventions,reducing readmission risks. 4. Workforce Planning Gaps Admission surges during weekends or specific times of year catch teams unprepared, stretching staff thin. Weekend vs. Weekday admission trends allow administrators to align staffing with actual demand patterns, not assumptions. 5. Manual and Delayed Reporting Relying on Excel sheets and outdated reports can delay crucial decisions and lead to inconsistent care quality. Automated Power BI reports eliminate manual effort, providing stakeholders with real-time, exportable, and easy-to-understand insights. Key Benefits – Why This Dashboard Matters Live Monitoring of Admissions and Bed Utilization Stay on top of patient intake, identify overcrowded departments, and reallocate beds in real time to improve flow and reduce wait times. Length of Stay (LOS) & Discharge Trend Analysis Track average stay durations by department, gender, or diagnosis. Use historical trends to forecast bed demand, avoid overcrowding, and improve discharge efficiency. Hypertension Alerts & Medication Effectiveness Tracking Get automatic alerts for patients with abnormal BP, analyze which treatments work best, and proactively manage chronic conditions to reduce complications. Billing Insights by Condition, Department, and Admission Type Quickly uncover which procedures or admission types generate the highest costs. Identify revenue opportunities or overspending areas across service lines. Demographic-Based Performance Insights Segment KPIs by age group, gender, and medical condition. This helps tailor treatment plans and improve patient outcomes across different populations. Who Needs This? Hospital Admins – Optimize resources and costs Clinical Teams – Enhance treatment protocols Revenue Analysts – Fix billing inefficiencies Healthcare Analysts – Ditch manual reports for live data Data Source: Synthetic healthcare data for illustrative use cases. eyJrIjoiZTQzNDYzYjAtNWI4MC00MDJkLWI0NGEtNTFjMjAyYWU3ZGRiIiwidCI6ImE5NDUyNTg2LTJmNGMtNGNiMS04ZDJlLTI2ODkyODllZTcyNiIsImMiOjl9Procurement & Supplier Risk Template | DataFlip
Procurement teams often struggle with scattered spend data, supplier risks, and weak visibility into vendor performance. Without clear insights, uncontrolled spending, compliance issues, and supplier delays can impact operations and profitability. This template brings procurement, supplier, and risk insights into one clear view, helping teams make smarter sourcing decisions faster. Business Impact: This template helps organizations: Track spend, budget variance, and savings opportunities Monitor supplier performance, lead time, ESG score, and supplier risk Identify top-performing and underperforming vendors Detect maverick spend, overdue payments, and disputed invoices Improve procurement governance and compliance monitoring Support faster, data-driven sourcing and supplier decisions It helps procurement teams reduce risk, improve supplier accountability, and strengthen operational efficiency. Who Can Use This Template: Procurement Managers Chief Procurement Officers (CPOs) Supply Chain Leaders Sourcing and Vendor Management Teams Finance and Compliance Teams Procurement Analysts and Consulting Firms Manufacturing and Distribution Companies Discover more insight-driven templates built for real business decisions. Visit DataFlip eyJrIjoiMTNhYTg2ZTQtMzg2Zi00MDE5LTg5OTktMjc0MTE3YTQxODlmIiwidCI6ImE5NDUyNTg2LTJmNGMtNGNiMS04ZDJlLTI2ODkyODllZTcyNiIsImMiOjl9
Customer Segmentation Analysis Report
This Customer Segmentation Analysis report, crafted from four years of sales data, delivers deep insights into sales trends, consumer segmentation, and Customer Lifetime Value (CLV), along with a detailed country-by-country breakdown. Inspired by "Annual Number of Deaths by Cause" from the theme gallery. If you find my report impressive, kindly do give it a Like! eyJrIjoiMzcxMTI3ZDgtZmRlNi00Y2UxLWE3ZmUtMDhmNDc3ZDQyZjQyIiwidCI6ImM0MjMzNjg5LTY2NWYtNDczMC1hNDc4LTQwNGE5MzExNjk5NyJ9Restaurant & Menu Engineering — Analysis
Most dashboards answer questions. Very few tell you what to do on Monday. I rebuilt a restaurant analytics report this week and spent as much time on the narrative as the numbers. What that meant in practice: Every page ends with a written read-out panel. Not a KPI. An actual sentence explaining what the chart means and what it implies. "Labour averages 23.2% of sales, but The Bistro Table runs 60.4%, and it is a scheduling problem, not a menu problem." Colour carries meaning, not decoration. Stars are teal, Plow Horses blue, Puzzles amber, Dogs coral, and those four colours mean the same thing on every page. The menu engineering matrix uses reference lines at the actual portfolio benchmarks, so the quadrants are real thresholds rather than eyeballed corners. The icon set is hand-drawn SVG rather than stock clipart, rendered at 4x so it stays crisp on any display. Shipped in both a dark and a light theme. And a final page that does nothing but list the three model issues I found and the corrected DAX to fix them. If the numbers are wrong, the design is decoration. Six pages. One dataset. 17 venues, 167 menu items. Happy to share the DAX fix pack if it is useful to anyone.
