Executive KPI Dashboard

A leading financial services firm struggled with siloed data across multiple legacy systems, leading to delayed decision-making. Management relied on manual Excel reports that took over 48 hours to compile, often resulting in inconsistent KPIs and a lack of real-time visibility into branch-level performance.

The volume of transactions (over 1M monthly) made manual reconciliation impossible to scale, creating significant operational bottlenecks. This lack of transparency directly hindered the firm's ability to capitalize on emerging market opportunities and respond to risk factors in real-time.

I architected an end-to-end Power BI reporting ecosystem integrated with their SQL Server data warehouse. The solution involved developing complex DAX measures to normalize KPIs across branches and implementing a DirectQuery architecture for instantaneous data access.

To ensure executive adoption, I designed a minimalist 'single-pane-of-glass' interface focusing on three core pillars: Revenue Velocity, Operational Efficiency, and Risk Exposure. I also integrated an automated alert system via Power Automate that flags significant variances directly to stakeholders' mobile devices.

Furthermore, I implemented a robust security model with Row-Level Security (RLS) to ensure that sensitive financial data is only accessible to authorized regional managers, maintaining strict data governance across the entire organization.