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Business intelligence · Client work

Credit and sales intelligence for enterprise clients

For retail and enterprise clients I built the reporting layer for credit, sales and purchasing. It started with 8,000+ invoices, GST records, credit limits and purchase orders, and ended with dashboards that management uses to decide, not just to read.

Role
Freelance BI consultant
Client
Retail and enterprise clients in Tamil Nadu
When
2025 —
Stack
Power BI · DAX · SQL · Power Query · Data modelling
System
  1. Invoices · GSTcredit limits · POs
  2. SQL + Power Query
  3. Data modelDAX measures
  4. Dashboardsdrill-down
  5. Alertscredit thresholds

01

The problem

Credit exposure was hidden across invoices, GST records and credit limits that were never joined.

Monthly reporting was slow, so by the time it arrived it was history.

02

What I built

  • 5+ Power BI dashboards for credit, sales and purchase analytics.
  • A data model joining invoices, GST records, credit limits and purchase orders, with DAX tuned for speed.
  • Drill-down views with dynamic filters, and alerts when a customer approaches their credit limit.

03

How it works

  1. Step 01

    Join

    Invoices, GST records, credit limits and purchase orders are brought into one model with SQL and Power Query.

  2. Step 02

    Model

    A star schema and optimised DAX measures define exposure, ageing and regional performance once.

  3. Step 03

    Surface

    Dashboards show risk by customer, region and business unit, with drill-down to the invoice.

  4. Step 04

    Alert

    Thresholds flag customers approaching their credit limits before it becomes a problem.

04

Outcome

faster reporting cycle
0%faster reporting cycle
invoices analysed
0K+invoices analysed
faster dashboards
0%faster dashboards
  • Management moved from monthly reports to a live view of credit exposure.

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