Power BI for Executive Performance Training Course

• Performance management and decision intelligence
• Executive information requirements
• KPI architecture and performance hierarchies
• Leading versus lagging indicators
• Designing management information systems
• Connecting strategy to measurable outcomes
• Executive KPI mapping workshop

Practical session: Executive KPI architecture workshop. Translate a strategic plan into a performance measurement framework, define KPI owners and calculation rules, distinguish leading and lagging indicators and design the first executive scorecard.

• Financial statement and management reporting structures
• Revenue, cost, margin and profitability models
• Budget and actual data architecture
• Chart of accounts and dimensional structures
• Fiscal calendars and financial dimensions
• Data reconciliation and control frameworks
• Financial modelling laboratory

Practical session: Financial model build. Construct a management reporting model from general ledger, budget, cost centre and operational datasets, including dimensions for period, entity, account, product and business unit.

• Integrating ERP, finance and operational sources
• Data cleansing and reconciliation
• Automated transformation workflows
• Exception and control reporting
• Parameters and reusable transformation logic
• Data refresh and quality considerations
• Performance data preparation workshop

Practical session: Automated financial data preparation. Reconcile multiple finance files, identify duplicates and mapping errors, standardise structures and create a repeatable Power Query workflow with data-quality checks.

• Advanced measures and calculation logic
• Variance analysis measures
• Dynamic KPIs and thresholds
• Contribution and mix analysis
• Ranking and comparative performance
• Management ratios and analytical measures
• DAX performance challenge

Practical session: Management DAX laboratory. Build advanced measures for actuals, budgets, variances, percentage variances, contribution, margin, run rate and comparative performance, then validate outputs against control calculations.

• Budget versus actual analysis
• Rolling forecasts
• Run-rate analysis
• What-if parameters
• Scenario modelling
• Sensitivity analysis
• Forecasting workshop

Practical session: Forecast and scenario model. Build a rolling forecast, create base, upside and downside assumptions, introduce what-if parameters and evaluate the financial and operational implications of each scenario.

• Revenue growth and customer analytics
• Product, service and segment profitability
• Margin bridge analysis
• Pricing and volume effects
• Customer concentration and contribution
• Commercial performance dashboards
• Revenue analytics case study

Practical session: Commercial performance dashboard. Build a revenue and profitability dashboard showing growth, customer contribution, product or service mix, margin movement, concentration and key commercial exceptions.

• Operational KPI architecture
• Productivity and efficiency metrics
• Service-level performance
• Project and programme performance
• Balanced scorecard structures
• Cross-functional performance analysis
• Integrated performance dashboard workshop

Practical session: Integrated performance scorecard. Connect financial, operational, customer and strategic indicators into a balanced executive performance view and identify the relationships between outcome and driver metrics.

• Board-level dashboard design
• Executive storytelling and information hierarchy
• Drill-through and exception analysis
• Dynamic commentary and narrative views
• Management packs and recurring reporting
• Designing decision-focused dashboards
• Board reporting simulation

Practical session: Board reporting simulation. Design a board-ready dashboard and management pack from a raw performance dataset, then present the three most material findings and the decisions they require.

• Root-cause analysis
• Performance drivers and decomposition
• Early-warning indicators
• Risk and opportunity dashboards
• Decision scenarios and management interventions
• Turning insight into action
• Executive decision workshop

Practical session: Performance diagnosis workshop. Investigate a simulated deterioration in organisational performance, use decomposition and drill-through analysis to identify drivers, and formulate evidence-based management interventions.

• Build an integrated performance model
• Develop financial and operational measures
• Create executive scorecards
• Build forecast and scenario views
• Identify performance gaps and drivers
• Present recommendations to an executive panel
• Capstone assessment