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Proactive Revenue Risk Forecasting Dashboard

Project type

FP&A

● Challenge: The executive team needed a clear, forward-looking view of at-risk revenue to
enable proactive client interventions and prevent churn, especially for board-level reviews.
● Solution: I designed a predictive risk model using current client engagement data and CSAT scores. This model fed into an automated, executive-level dashboard integrated
with BigQuery for real-time risk assessment.
● Impact: The dashboard provided critical early warning signals, enabling leadership to take
preventive action that safeguarded over $5M in annual revenue.

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