Chartedy: Automated Reporting for Executives

Deployed auto-generated executive dashboards with Chartedy, transforming raw Excel reports into live KPIs with real-time visibility. Eliminated manual consolidation, boosted executive decision-making, and reduced reporting cycles by 80%.

• Excel Automation: Connected multiple Excel sources and automated ingestion through Power Query.
• Live KPIs: Built dynamic dashboards for sales, finance, and operations to provide instant executive-level insight.
• Security: Enabled role-based access for department heads with row-level security in Power BI Service.
• Data Refresh: Scheduled automatic refresh using Power BI Gateway for up-to-date metrics.

Tools & Technologies: Power BI, Excel, DAX, Power Query, Power BI Service, Gateways

Stakeholders: C-Level Executives, Operations, Finance Teams

KPIs Delivered:

• Revenue by Department
• Forecast Accuracy
• Cost vs Budget Analysis
• Executive Dashboard Engagement
• Report Refresh Rate

Results Achieved:

• 80% reduction in manual report consolidation time
• Real-time visibility into key executive KPIs
• Streamlined collaboration across departments using shared insights