From Data to Strategy: How I Discovered $28K in Hidden Revenue Using Power BI

Stargazers Coffee.pdf

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SITUATION

Business Challenge: A successful coffee shop with $113,050 annual revenue suspected they were leaving money on the table despite steady performance across 13,760 customer transactions.

Context:

• Stable business with good customer base (52% new, 48% returning)

• Rich transaction data (27 dimensions) but no analytical framework

• Competitive market requiring data-driven optimization

• Need for executive-level insights and strategic recommendations

TASK

My Mission: Conduct comprehensive business analysis to identify revenue optimization opportunities and develop a data-driven growth strategy with measurable ROI.

Deliverables Required:

• Interactive Power BI dashboard for real-time monitoring

• Strategic recommendations with financial justification

• Implementation roadmap with measurable milestones

• ROI projections with scenario planning

ACTION

Phase 1: Power BI Development

• Built interactive dashboard with executive KPI tracking

• Developed advanced DAX measures for complex calculations

• Created mobile-responsive design for executive accessibility

• Implemented predictive analytics and forecasting capabilities

Phase 2: Comprehensive Analysis

• Discovery #1: Food category underperforming (18.07% vs 28% industry standard)

• Discovery #2: Customer value enhancement opportunity (AOV $8.22 → $8.80)

• Discovery #3: Customer frequency optimization potential (8% increase target)

Phase 3: Strategic Framework

• Developed 90-day implementation roadmap

• Created financial models with conservative projections

• Designed risk assessment with multiple scenarios

• Built executive presentation for decision-making

RESULT

Revenue Opportunity Identified: $28,251 Annually

• Food expansion: $11,226 (160% ROI)

• Value enhancement: $7,981 (200% ROI)

• Frequency optimization: $9,044 (129% ROI)

Financial Impact:

• Total investment: $18,000

• Overall ROI: 57%

• Payback period: 7.6 months

• 3-year NPV: $67,000

Process Transformation:

• 75% reduction in manual analysis time

• Real-time executive dashboard implementation

• Data-driven decision-making framework established

• Scalable methodology for business expansion

Business Value Created:

• Interactive Power BI solution with predictive analytics

• Strategic recommendations with financial justification

• Implementation roadmap with measurable KPIs

• Competitive advantage through superior business intelligence

  
  

POWER BI dashboard