KPI Definition Sheet
KPI name: On-time Delivery Rate
Business question: Are we meeting delivery promises?
Formula: orders delivered on or before promised date ÷ total delivered orders
Data source: orders table (promised_date, delivered_date, status)
Filters: exclude cancelled orders
Granularity: daily, by region and carrier
Owner: Operations head
Target: agreed with business: ______
Refresh: daily at 7 AM

Requirement → Visual mapping
REQ-01  See revenue trend by month       → Line chart, month axis
REQ-02  Compare regions                   → Bar chart, sorted by revenue
REQ-03  Spot late deliveries quickly      → Card + conditional colour
REQ-04  Filter by product category        → Slicer
REQ-05  Export detail for audits          → Table visual with export enabled

Total Revenue = SUM ( Orders[Amount] )

Delivered Orders =
CALCULATE ( COUNTROWS ( Orders ), Orders[Status] = "Delivered" )

On Time Orders =
CALCULATE (
    COUNTROWS ( Orders ),
    Orders[Status] = "Delivered",
    Orders[DeliveredDate] <= Orders[PromisedDate]
)

On Time Rate = DIVIDE ( [On Time Orders], [Delivered Orders] )

let
    Source = Csv.Document(File.Contents("C:\data\orders.csv"), [Delimiter = ",", Encoding = 65001]),
    Promoted = Table.PromoteHeaders(Source, [PromoteAllScalars = true]),
    Typed = Table.TransformColumnTypes(Promoted, {
        {"Amount", type number}, {"PromisedDate", type date}, {"DeliveredDate", type date}}),
    Cleaned = Table.SelectRows(Typed, each [Status] <> "Cancelled")
in
    Cleaned

Dashboard Specification
Audience: Regional operations managers
Decision supported: where to act on late deliveries this week
Page 1 — Overview
  Cards: On Time Rate, Delivered Orders, Late Orders
  Line: On Time Rate by week
  Bar: Late orders by carrier
  Slicers: region, date range
Page 2 — Detail
  Table: late orders with promised vs delivered dates
Refresh: daily
Access: managers see only their region (row-level security)

Dashboard UAT Checklist
☐ KPI values match a manual check on a sample
☐ Filters change all visuals as expected
☐ Row-level security shows correct regions
☐ Labels and titles use business language
☐ Loads in acceptable time
☐ Stakeholder can answer the target question in under a minute

Stakeholder Interview — Reporting Needs
Name/role: ______________
1. What decisions do you make weekly?
2. What information do you use today? Where from?
3. What is slow or unreliable about it?
4. Which 3 numbers matter most?
5. How do you want to slice them (region, product, time)?
6. Who else should see this report?
7. How fresh must the data be?

Data Readiness Check
Source: ______________  Owner: ______________
☐ Required fields exist
☐ Dates are in usable formats
☐ Keys exist to join tables
☐ Known data quality issues listed
☐ Refresh method available (gateway / cloud source)
☐ Access permission approved

BA Portfolio Project
Scenario: delivery performance for an e-commerce firm (public or sample data)
Deliverables:
1. Stakeholder interview notes (role-played)
2. KPI definition sheet
3. Power BI data model + measures
4. Two-page dashboard
5. UAT checklist results
6. One-page recommendation memo