Services:
• Custom Power BI Dashboards – Tailored reports for your business needs
• Data Analysis & Insights – Identify trends, reduce costs & boost efficiency
• Data Cleanup & Preparation – Organizing messy data for accurate reporting
• Power BI Training – Understand what the visuals are telling you
— HR Manager, Retail Farm (Massachusetts)
Key Outcomes Enabled by Lisa’s Work:
● Cost Tracking Integration: Lisa facilitated the integration of full product cost tracking—including materials and labor—into Clover, giving the team a clearer view of profitability across their offerings.
● Optimized Staffing: By aligning staffing schedules with real-time sales patterns, Lisa helped reduce labor inefficiencies and improve resource allocation.
● Product Line Refinement: Her analysis identified low-revenue items, allowing the farm to streamline its product mix and focus on high-margin goods.
● Store Hours Evaluation: With customer demand patterns now visible, operating hours are being reassessed to better serve the community and maximize sales potential.
Lisa’s tailored Power BI solution has empowered the Farm to embrace data-driven management with confidence. This tailored Power BI report has empowered us to make smarter, more strategic decisions. By translating raw data into actionable insights, the farm is well-positioned to drive growth, streamline operations, and continue serving its community with excellence.
Portfolio
Links to Power BI Reports & GitHub:
🔗View Interactive multi page Flour Power Report
Power BI Service
This analysis utilizes data extracted from Clover to assess a bakery chain’s performance across sales, products, and employee metrics. The objective is to optimize daily operations by identifying sales patterns, tracking performance highlights, and detailing underperforming products with drill-through capabilities.
🔗View Interactive multi page Fleet Leasing Report
Power BI Service
Analyze CRM pipeline outcomes at a leasing company. View accounts frequently requesting quotes without awarding business, after reviewing overall performance of sales reps, products and accounts drill into detailed pages for the selected data point and set performance goals using dynamic KPIs.
🔗 GitHub – Links to Repositories for Flour Power &
Fleet Leasing
Dive into data solutions for Flour Power Bakery and Fleet Leasing Company. You can access their GitHub repositories from the landing page which includes downloadable DAX and ELT files, interactive Power BI Web Service reports, walk-through YouTube videos and downloadable .pbix files for skill verification.
Power-BI Walk-Through Videos:
🔗Video walk-though of the Account Analysis Page
This Report answers the following Questions:
1 – Do you have a target amount set for each of your accounts?
2 – Are you quoting companies that never award you business?
🔗Video walk-though of the Sales Rep Analysis Page w/Drill though
This Report answers the following Questions:
1 -Which sales team members may require replacement?
2 – Which sales team members require further review?
using WordPress and