Customer 360 Dashboard
One Power BI view of a customer: orders, payments, complaints and opportunities.
All industries · Sales & Marketing
Illustrative example build, not a client case study.
Customer information is spread across sales, finance and service systems, so nobody sees the full picture.
Technology
- Microsoft Power BI
- Power Query
- Azure OpenAI
- Microsoft Fabric
- 1
Connect the sources
Sales, receivables and service data are joined around one customer ID.
- 2
Build the profile
Each customer page shows trends, outstanding payments, issues and products bought.
- 3
Add AI insights
A short summary highlights risks and opportunities for each customer.
- 4
Use it in meetings
Account managers open the profile before every customer meeting.
Designed to deliver
- Better-prepared customer meetings
- Earlier warning of at-risk accounts
- Cross-selling opportunities found
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