Refinement and Optimization of Power BI

Data Parsing, Databases & SQL — incorrectly specified categories?

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The current PowerBi integration needs to be refined according to the document https://docs.google.com/document/d/196AW5rKbX5dACAijVBvN9mGXFof1wvxRb00GNSEZ5WA/edit?tab=t.0#heading=h.kzxd7sm8q64k

Access to data and work with Powerbi will be provided after signing the NDA agreement.

Proposals 6

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Oleg M.

22 0

Budget: 500 USD Deadline: 10 days

Hello! I have experience working on similar projects, as I have been involved in business process automation for over 3 years. I have worked with companies such as: Genesis, Ajax-IT, British school, Motortop, ShopifyMaster, Medinform, and others. I have studied the technical assignment and am ready to take on the refinement of the architecture and correction of the calculation logic. In addition to visualization, I will pay special attention to the technical part. As a result, you will receive a template that is easy to upload, and a dashboard with trustworthy figures. Message me privately — we will discuss the details and start dates.

Youssef H.

6 1

Budget: 1500 USD Deadline: 25 days

Hello,

I reviewed your Power BI task carefully and understand that the goal is to turn the dashboard into a real decision making tool with historical data storage, correct attribution, clean metrics, and real profitability visibility.

I will restructure the data model into a proper star schema with separate fact tables for leads, ad spend, and budget, plus clean dimension tables. For CRM without API, I will formalize the Excel template and implement incremental loading with snapshot logic so historical data does not shift after refresh.

I will implement phone normalization and 30 day matching logic to deduplicate CallRail and CRM, keeping CRM as master data and separating Unique Leads from Raw Inquiries.

All DAX issues will be corrected including proper PPC and Site conversion rates, ROAS calculation where cost or revenue exists, and exclusion of technical users from Sales reports.

Time intelligence such as MoM, YoY, and YTD will be implemented using a proper date table. Budget pacing will connect to Google Sheets with run rate forecasting. I will also calculate Estimated Gross Profit based on labor percentage and highlight unprofitable campaigns even if ROAS looks positive.

Projects NJ and National will be fully separated in the model to avoid data mixing.

After NDA and access to the current file, I can move directly into implementation.

Thanks,
Youssef

Bohdan Chystykov

0 0

Projects -
Rating -
Rating 241

Budget: 255 USD Deadline: 5 days

Hello,
I have extensive experience with reporting visualization in Power BI, I am ready to take on your task after clarifying the technical specifications.

Kyryl Shcherbyna

24 0

Budget: 250 USD Deadline: 7 days

Hello, interesting task. I can handle the refinement and optimization of Power BI according to your document. Do you have a clear understanding of the scope of work? I think it would be worth discussing the details and possibly clarifying some points. In terms of time, I can estimate 5-7 days if everything necessary is provided on time. Regarding the price, I recommend aiming for 600-800 hryvnias per hour, considering the complexity of the work.