Authors: Rahul Praful Gaonkar, Shubham Kashinath Jadhav, Dr. Jasbir Kaur, Prof. Suraj Kanal, Prof. Sandhya Thakkar
Abstract: The Banking, Financial Services, and Insurance (BFSI) sector operates within a highly competitive and data-heavy ecosystem. Organizations generate vast amounts of trans-actional, customer, and sales data daily. However, extracting actionable insights from this raw data to drive sales performance and strategic decision-making remains a critical challenge.This paper outlines the design, architectural framework, and implementation of a comprehensive Sales Performance Dash-board tailored specifically for the BFSI sector using modern business intelligence and data visualization tools like Power BI. The proposed system integrates diverse data streams including customer relationship management (CRM) records, core banking transaction logs, and insurance policy sales pipelines into a unified data repository via an optimized Extract, Transform, and Load (ETL) pipeline.By applying rigorous data modeling and structural design principles, the dashboard provides intuitive, real-time, and gran-ular tracking of critical key performance indicators (KPIs) such as cross-selling conversion rates, regional revenue distribution, agent productivity matrices, and product-wise profit margins. The implementation demonstrates how interactive analytics and structured visual layouts eliminate information silos, decrease operational reporting latencies, and empower branch managers and executives to make rapid, data-backed strategic choices.
DOI: http://doi.org/10.5281/zenodo.20621705
