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Business Intelligence Dashboard for SME
Client
Regional SME
Industry
Retail & Distribution
Tools & Platforms Used:
Tableau, SQL, Excel (data source), Python for ETL automation
Challenge:
The leadership team lacked real-time visibility into sales, finance, and operations performance. Reports were created manually in Excel → consuming ~10 hrs/week.
Objectives:
Create real-time dashboards for KPIs
Reduce manual reporting workload
Improve decision-making speed
Approach (Step-by-Step):
Discovery & Requirement Gathering: Conducted stakeholder interviews to identify top KPIs (sales, revenue, ops).
Data Assessment & Mapping: Analyzed Excel sheets + CRM exports, mapped data fields.
Solution Development:
Built ETL pipeline to auto-refresh data weekly.
Developed Tableau dashboards with interactive filters.
Testing & Validation: Validated metrics with client team; ran parallel testing with old reports.
Delivery & Training: Delivered dashboards with documentation + trained leadership team.
Results / Outcomes:
Leadership saved ~10 hrs/week in reporting.
Data-driven decisions became faster and more reliable.
Dashboards adopted across departments.
Next Steps:
Extend dashboards with predictive AI analytics (future roadmap).