Client Risk Dashboard

Overview

A recurring executive-facing dashboard combining churn signals and deal-pipeline activity into a single view of client-retention risk.

Business Problem

Leadership needed a recurring, structured view of client retention risk, combining churn signals and deal-pipeline activity.

Objective

Give executive leadership a single, trustworthy view of retention risk to inform monthly strategy discussions.

Solution

Built the dashboard from the ground up — fact/dimension tables through the final report — incorporating churn analysis and deal-pipeline data.

Business Impact

Used monthly in executive leadership discussions on client-retention risk — a small, senior, recurring audience, which is stronger evidence of impact than a high raw user count.

Technologies

• Power BI
• DAX
• Dimensional Modeling