company analysed
business performance
across locations using
interactive reports
AT A GLANCE
Clear representation
of data leading to
meaningful and
interactive insights
AT A GLANCE
Reduction in
effort
AT A GLANCE
Elimination of
error
100%
AT A GLANCE
Annual cost
saving of
approximately
INR 51,75,000
/ ($67852)
Background
Challenges
The reports contained a vast amount of complex data, making the results difficult to interpret.
The creation of the reports involved manual organisation of information which was time-consuming and not an efficient use of resources
The margin for error was very high as a result of the manual nature of data processing
Solution
Accurate reports that identified business performance across regions
Meaningful and interactive insights
Decision making based on clear, accurate data
The team also developed a drill down report using
Pivot Table to summarize the data.
The hierarchy for the drill down report was
Region => Branch => Policy
To elaborate further, one single drill down report
would initially display revenue region wise. On drilling in each region, the report would display details of that particular region. Further drilling would display details of that branch.
Goals & Objectives
1
Reports that provided clearly
organised data
2
Reports that were accessible from one place
and that could be shared with multiple users
3
Classification of business based on different
regions/locations that would then enable a
comparison of how the policies were performing
in each location
Our team of experts used a Power BI report to unify data from the multiple locations and create an interactive report that used the map visualization to display the income location wise.
Outcome
Clear representation
of data leading to
meaningful and
interactive insights
Reduction in
effort
error
Annual cost
saving of
approximately
INR 51,75,000
/ ($67852)
Clear representation
of data leading to
meaningful and
interactive insights
Reduction in
effort
error
Annual cost
saving of
approximately
INR 51,75,000
/ ($67852)