Branchnode Technology
← Analytics & Reporting
Power BIDAXBusiness IntelligenceDashboardsCase Study

Power BI Dashboard Case Study

Real business intelligence dashboards we designed and built: marketing performance and revenue operations, with live data connections and automated refresh.

These are real Power BI dashboards from our work, not stock templates. Each one connects directly to live data sources, runs on a proper star-schema model with documented DAX measures, and refreshes automatically so the numbers are accurate every morning. This is the kind of business intelligence we deliver: dashboards your team actually opens and makes decisions from.

Dashboards We've Built

Two real client dashboards built in Power BI, each with live data connections, a documented data model, and automated refresh.

Marketing Performance Overview

app.powerbi.com/groups/marketing-performance
Power BI
Marketing Performance Power BI dashboard showing clicks by channel, leads by state map, sessions and leads over time, and landing page performance

Business Operations & Revenue

app.powerbi.com/groups/operations-revenue
Power BI
Business Operations and Revenue Power BI dashboard showing sales by rep and service line, monthly revenue trend, and KPI comparisons

What's Inside These Dashboards

Executive KPI Overview

High-level scorecards showing revenue, growth, conversion, and the operational metrics leadership reviews, in one view, no SQL required. Each card is built around a specific decision the business makes.

Live Data Connections

These dashboards connect directly to real sources: SQL databases, CRMs, Google Analytics, and REST APIs. One source of truth, always current, with no exporting or pasting between systems.

Data Modeling & DAX Measures

Behind every visual is a star-schema data model with DAX measures defined precisely and documented, so the numbers stay accurate, queries stay fast, and your team can extend the report without rebuilding it.

Drill-Down & Filtering

Date comparisons, channel and region filters, and drill-down paths let each team move from the executive summary down to the row-level detail behind any number.

Automated Refresh

Power BI Gateway keeps the data current on a schedule, hourly or daily, so reports update themselves and no one has to remember to run anything.

Marketing & Operations Reporting

From marketing performance (channels, leads, landing pages) to revenue operations (sales by rep, service line, monthly trend), we build the reporting each department actually uses.

How We Build Dashboards

1

Discover

We start with your decisions, not your data. Which KPIs matter, who reads the report, and how often it changes. Getting this right first prevents the rework that kills most dashboard projects.

2

Model

Before any visuals, we design the data model. A well-structured star-schema model means accurate calculations, fast performance, and a report your team can extend without starting over.

3

Build

We build incrementally and share work-in-progress versions so you give feedback before final delivery. No surprises at handoff. You watch it take shape.

4

Refresh & Handoff

We configure automated refresh, document every measure and source connection, and train your team so they own the dashboard going forward.

Deliverables

  • Custom multi-page Power BI report
  • Star-schema data model & documentation
  • DAX measure library with definitions
  • Source connections (SQL, CRM, APIs)
  • Gateway & scheduled refresh setup
  • End-user training & handoff

Technologies

Power BIDAXPower Query (M)SQLREST APIsTableauSnowflakeExcel

Frequently Asked Questions

Are these real dashboards or templates?
Real dashboards built for client reporting, shown here as examples of our work. Every dashboard we deliver is custom-built around your specific KPIs, data sources, and decisions.
Can you connect Power BI to our data sources?
Yes. We connect to SQL Server, PostgreSQL, Snowflake, Salesforce, HubSpot, Google Analytics, REST APIs, SharePoint, Excel, and most common sources, with automated refresh.
Do you also build in Tableau or Looker?
Yes. Power BI is one tool in our analytics stack. We also build in Tableau, Looker, and Metabase, and we'll recommend the right tool for your team, budget, and data.
How much does a Power BI dashboard cost?
Most projects run from $3,000 to $12,000 depending on the number of data sources, modeling complexity, and report pages. We scope every project individually.
Can the dashboard refresh automatically?
Yes. We configure Power BI Gateway to refresh on whatever schedule you need, hourly, daily, or otherwise, so the report stays current without manual work.

Part of our Analytics & Reporting service

Power BI Dashboard Development

Want a dashboard like these for your business? See our full Power BI development service, from data modeling and DAX to automated refresh and team handoff.

See Power BI services →

Ready to Build Something Great?

Tell us about your project and we'll get back to you within 24 hours.

Get a Free Consultation