The enterprise ring
Revenue share by business unit
Master dashboard
What this board answers
Your RFP asked for four unit dashboards and one consolidated master view. This concept is the master view: the ring is the filter. Click a segment and every number below re-scopes to that unit; click the centre to return to the enterprise. The three questions below are the ones a President asks first.
18-month trend
Orders shipped by month
Breakdown
Orders by business unit
Order-to-cash
Salesforce → order system → Proship → Dynamics 365 F&O
Source systems & governance
Five systems, one central data lake, one governed Power BI model
Great Plains → D365 F&O
GL, AR, AP · one chart of accounts across the transition
All unitsBrightree
Orders, resupply, payer billing
EHCSPioneer Rx
Prescriptions, refills, compounding
PharmacySalesforce
Referrals, accounts & activity, tagged to unit
All unitsProship
Shipments, carrier, same-day flag
All unitsCentral data lake
- Conformed dimensions: Unit · Customer · Patient · Product · Payer
- One order key across SFDC → order → shipment → invoice
- Replaces Crystal Reports & ad hoc SQL extracts
Power BI
- 1 enterprise model, 5 views: master + EHCS, Pharmacy, Wholesale, Wellness
- Row-level security by unit and role
- Certified dataset, scheduled refresh
Role-based access · 4 unit roles + 1 enterprise role
HIPAA · PHI stays in unit views; master view is de-identified
Refresh · nightly finance, hourly orders & shipments
