The challenge
The client's leadership was working from multiple dashboards with inconsistent KPI definitions, which gave a fragmented view of performance across teams and metrics.
There was no centralised reporting platform. Weekly reporting and insight generation were manual, and producing executive reports took a lot of time every week.
What we did
- Standardised the definitions of every credit and finance metric, so each team reports the same number the same way.
- Built automated data processing on Google Cloud Platform, with BigQuery as the warehouse and Python for transformation.
- Brought everything into one enterprise dashboard covering executive performance, comparisons, time intelligence, regional performance and customer and credit metrics.
- Added automated insight generation and scheduled email distribution, so executives receive the week's story without asking for it.
The solution, end to end
Business dataSource systems
→ Google Cloud PlatformBigQuery
→ Automated processingScheduled pipelines
→ Python processingTransformations and KPIs
→ Dashboard refreshOne dashboard
→ Insight generationAutomated narrative
→ Email distributionWeekly, to executives
Key dashboard highlights
Executive performanceSales, applications, accounts, penetration and more
ComparisonsThis year vs last year, this year vs plan, last year vs plan
Time intelligenceWeekly, month to date, quarter to date and year to date
Regional performanceInteractive maps and regional impact analysis
Customer and credit metricsTransactions, average ticket, sales mix, applications, accounts, penetration and approval trends
The result
One centralised enterprise dashboard with standardised KPI definitions replaced the patchwork of reports.
Data processing, dashboard refresh, insight generation and email distribution are automated, eliminating duplicate reporting and manual effort.
Executives now make faster, data-driven decisions from a single source of truth.