Sales and Operations Planning Dashboard
Power BI, Figma, Figjam
Decisive NZ approached Data Rocks with a request to help their client, Oob, to replace their complex legacy systems with Power BI.
The current systems were not able to accommodate their growing business and changing needs, leading to a reliance on manual data manipulation in Excel spreadsheets.
Data quality was also a concern due to the need to merge multiple systems with different naming conventions and classifications.
This lack of visibility and reliability resulted in frustration for the client and their customers. I was aware that this would be a challenging project.
*** all figures, measures, categories and names displayed here are based on fake mock data and not in any way representative of real performance or information from the client's data.
With the aim to improve Oob's Sales and Operations planning, we had a kick-off meeting to define the problem and scope of work, and then spent about 8 weeks developing the solution, using Snowflake, Power BI, Figma and Figjam along the process.
I used weekly catch-ups to share progress and make sure the dashboard met their needs.
I also helped them understand how to use their data and integrate insights into their decision-making process.
By the end, Oob had a scalable solution that would help them forecast and plan for peak seasons without all the manual intervention they needed before.
The dashboard was designed to be easy to adapt for users who were familiar with spreadsheets.
It included tables, matrixes, and charts that could be drilled down into for detailed information. The front page summarized their stock for the next 20 weeks, with dynamic alerts based on user input. The second page allowed users to investigate sales orders, purchase orders, and stock levels in detail. A sales forecast accuracy page and a data quality checks page were also included.
The project involved ingesting data from their CRM system into Snowflake and curating it in different tables, which were then consumed through Power BI, creating an easy-to-use interface for the end-users. The goal was to improve visibility, ease of maintenance, speed, and scalability.
If you're a Power BI nerd, too: I'm particularly proud of the weekly stock projection DAX.