In the Kenyan renewable energy sector, managing 12-month installment plans is a high-stakes balancing act between market expansion and Credit Risk Management. This project bridges the gap between raw daily transactions and executive-level strategic decision-making.
This dashboard is engineered to solve 3 critical business bottlenecks:
- The Problem: Scaling sales often masks rising operational costs, leading to "growth without profit."
- The Solution: A high-level view of Net Margin and Revenue Trends that ensures every solar unit sold contributes to the bottom line.
- The Problem: Payment behavior varies significantly across Kenya's 47 counties; a "one-size-fits-all" collection strategy fails.
- The Solution: Visualizing Collection Rates by County allows management to deploy field agents to high-risk areas while identifying the most stable regions for expansion.
- The Problem: Customer "Churn" or default typically peaks at months 3-5.
- The Solution: An Ownership Progress Tracker that monitors the health of each contract, allowing for early intervention before a customer becomes a "Write-off."
- Relational Data Modeling: Built on a professional Star Schema architecture to ensure lightning-fast performance even with high transaction volumes.
- Advanced DAX Metrics:
Collection Efficiency %: Real-time tracking of (Actual Payments / Expected Installments).Portfolio at Risk (PAR): Identifying delinquent accounts based on 30/60/90 day buckets.
- VBA UI Customization: Implemented an "App-like" experience by programmatically hiding Excel's Ribbon and Formula Bar to keep the user focused on the data.
- Project Context: This is a professional simulation/capstone project.
- Organization: The analysis is based on a fictional entity named ARC Power.
- Data Nature: The dataset is Synthetic, specifically engineered to mirror the real-world market dynamics, consumer behavior, and cultural payment patterns of the Kenyan Solar Industry. No sensitive or private corporate data has been used.
Main Tools: Excel Power Pivot, DAX, Power Query, VBA.
Specialized for Solar Energy Operations, Financial Modeling, and Market Analytics in East Africa.