powerbi-closed-loop-action-roi

name	powerbi-closed-loop-action-roi
description	Use when Power BI insights create tasks, tickets, CRM actions, ERP workflows, or improvement measures and the business needs to measure closure, effectiveness, and ROI.

Power BI Closed Loop Action ROI

Track whether insights became actions and whether actions solved the problem.

Output Contract

• Insight, exception KPI, recommended action, owner, due date, and workflow target.
• Baseline KPI, expected impact, realized impact, cost, and confidence.
• Closure status, effectiveness check, retest date, and recurrence.
• ROI summary by process, owner, report, and data product.

Checks

• Distinguish task closure from KPI improvement.
• Require evidence before claiming realized value.