At this point, we saw the data inside the Power BI. We set up connections, prescribed formulas, and selected visualizations.
The main thing in our reports are funnels that show:
The final of our work was a 32-page instruction for FESCO Analytical Department. The document describes the logic of setting up Power BI reports:
The report showed that the clients willingly use the Electronic Archive. It means that the load on FESCO managers will be reduced. And clients will receive documents instantly.
We have identified clients who have not used the new section. FESCO will create a repeated newsletter for them. The effectiveness of the newsletter will be monitored with the same report.
We studied the use of filters and learned about popular customer requests.
As a result of filling out the forms, we found inconvenient places for the user and corrected them.