See the whole business — sales, customers, inventory, and margin — in one live model.
A configurable, industry-neutral business intelligence portal built on a validated semantic model: five report pages, an inline learning mode for every KPI, and a full glossary underneath. Toggle Learning Mode above, then click any KPI card or chart title.
Jump into a report
Each page is documented in the Report Catalogue — audience, KPIs, and the business questions it answers.
Report Catalogue
What each report is for, who it's for, and what to look for.
Executive Overview
A 30-second health check: are we growing, are we profitable, is anything flashing red.
iRevenue & Profit Trend
Monthly Total Sales and Total Profit, all periods
iRevenue Bridge (2026 → 2027)
Why revenue changed: price, volume, or mix
iSales by Region
iSales by Customer Type
iReturns by Category
Sales Performance
What's selling, who's buying, and whether price or volume is driving the number.
iTop Products by Sales
iPrice vs. Volume by Product
Each dot is a product — spot outliers on price or volume
iTop Customers
| Customer | Orders | Sales |
|---|
Not filtered by Category — customer totals reflect all categories, since a customer's orders typically span more than one.
Customer Analytics
Who the customers are, and whether the business is retaining them.
iRevenue by Customer Type
iRevenue by Region
iRevenue by Growth Segment
Every customer is tagged Exponential, Declining, or Steady — a synthetic cohort label for this demo dataset, not a real business classification
iTop 10 Customer Ranking (drill-through simulation — click a row)
| Customer | Orders | Total Sales | Avg Order Value |
|---|
iFull Customer Directory — all 100
Every customer in the model. Search by name, type, region, or growth segment.
| Customer | Type | Region | Segment | Joined | Orders | Lifetime Sales |
|---|
Inventory & Fulfilment
Stock health and order fulfilment speed across warehouses.
iStock on Hand by Warehouse
iAverage Fulfilment Duration Trend
iStock by Category
iFulfilment by Warehouse
iReturn Reasons
Financial Bridge — Price / Volume / Mix
Why revenue moved between two periods: price, volume, or product mix.
This bridge always compares the two most recent full years (2026 → 2027) — it isn't affected by a Year filter, since a price/volume/mix bridge is inherently a two-period comparison.
iTotal Revenue Bridge, 2026 → 2027
iBridge Detail by Category
| Category | 2026 Sales | 2027 Sales | Price Effect | Volume Effect | Mix Effect |
|---|
Workforce & Operations
Org structure, span of control, and fulfilment labor productivity.
iHeadcount by Level
iHeadcount by Department
iSpan of Control (Top Managers)
iHeadcount by Office
iTop Fulfilment Workers by Task Count
iEmployee Directory
| Name | Level | Department | Role | Office | Reports To |
|---|
Warehouse Operations
Task volume, throughput, worker cadence, and pick-location activity across the fulfilment network.
iMonthly Fulfilment Task Volume
iTask Volume by Warehouse Over Time
Which warehouse is carrying the load, month to month
iTask Volume by Day of Week
Where the operational load actually falls across the week
iTask Duration Distribution
iUnits Moved by Warehouse
iTop Pick Locations
iWorker Statistics — Cadence & Output
Total tasks, days worked, and tasks-per-working-day for every fulfilment worker
| Worker | Total Tasks | Days Worked | Tasks / Day Worked | Avg Duration | Units Handled |
|---|
Procurement & Vendor Performance
Where supplier spend goes, and whether vendors deliver on time.
iMonthly Purchase Order Spend
iSpend by Product Category
iVendor Scorecard
| Vendor | Spend | Orders | Avg Lead Time | On-Time % | Items Supplied |
|---|
Pricing & Margin Analysis
How prices have moved over time, and what that means for margin by category.
iAverage Margin % by Category
iAverage Selling Price Over Time (all items)
Lifetime pricing history — not affected by the Year filter above.
iLargest Price Increases Since First Version
| Item | First Price | Current Price | % Change |
|---|
Compares each item's first-ever recorded price to its most recent — a lifetime metric, not affected by the Year filter above.
Fulfilment & Delivery Performance
Are we getting orders to customers on time, and what is it costing us to do it?
iOn-Time % by Carrier (Monthly)
iDelivery Method Mix
iFreight Cost Trend, with Fuel Levy % Overlay
iCarrier Scorecard
| Carrier | Positioning | Total Freight | Deliveries | On-Time % | Avg Freight Cost |
|---|
Accounts Receivable & Collections
What we're owed, and how promptly we're actually getting paid.
iLate Payment % Trend
iPayment Method Mix
iOutstanding by Age
iMost Overdue Invoices
| Customer | Invoice | Due Date | Days Overdue | Amount |
|---|
Raw Data
Source table, capped for browser performance.
Glossary
Every KPI in this portal, in plain English. Click any term for the full explanation card.
DAX Reference
Every measure in the model — formula, format, base table, and dependencies. Built for someone who already knows DAX.
| Measure ▾ | Folder ▾ | Base Table ▾ | Format ▾ | DAX Formula | Depends On | How to Read It |
|---|
Star Schema
How every table in the model joins together — 7 fact tables, 8 dimensions, all single-direction relationships. This is the idealized model; one known gap (Purchase Orders → Sales) is called out on the Star Schema Joins page rather than drawn here.
■ Fact table
■ Dimension table
Star Schema Joins
Every relationship in the model — table, join field, target table and field, and filter direction. Matches Section 3 of the semantic model design doc exactly.
Reset
| Table ▾ | Field | Join To Table ▾ | Join To Field | Direction ▾ | Active? ▾ |
|---|