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Executive Dashboard Suite
A suite of interconnected Power BI dashboards designed for executive leadership, providing real-time visibility into key performance indicators across all business units of a major insurance provider.
6 months
Insurance Industry
Power BISQL ServerDAXPower QueryAzure
Executive Dashboard Suite
Client Context
Large East African insurance provider with 500+ employees and multiple business lines including life, health, and general insurance.
The Problem
Executive leadership lacked real-time visibility into business performance, relying on weekly static reports that were often outdated by the time decisions needed to be made.
Pain Points
- Weekly reports took 3+ days to compile manually
- Data silos across departments made cross-functional analysis impossible
- No mobile access for executives traveling between regional offices
- Inconsistent KPI definitions across business units
- Limited drill-down capability for root cause analysis
Constraints
- Multiple legacy data sources with varying data quality
- Strict data governance and access control requirements
- Need for role-based dashboard views
- Support for offline access in areas with poor connectivity
The Solution
Designed a centralized data model connecting all business units, with a layered dashboard architecture providing both high-level summaries and detailed drill-down capabilities.
Implementation
- Built a unified semantic data model integrating 8 source systems
- Implemented row-level security for sensitive financial data
- Created a mobile-optimized dashboard layout for executive phones and tablets
- Developed automated data refresh pipelines running every 4 hours
- Established standardized KPI definitions across all business units
Key Features
- Real-time premium collection tracking
- Claims ratio analysis with trend forecasting
- Agent performance leaderboards
- Regional performance heat maps
- Executive summary with AI-powered insights
The Impact
75% faster
Reduction in report generation time
20+
Dashboards deployed across the organization
100%
Executive adoption within first quarter
Daily
Data refresh frequency (from weekly)
"These dashboards have transformed how we run the business. I can now make decisions in minutes that used to take days."
Chief Operating Officer|Executive Sponsor
Before
Weekly static reports, 3+ day compilation time, siloed departmental views
After
Real-time interactive dashboards, 4-hour refresh cycle, unified cross-functional views