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Case Study Banking October 2023

Customer 360 Lead-Generation Dashboard

dashboard-design customer-analytics lead-generation stakeholder-alignment
Anonymized customer 360 dashboard frame

Summary

What changed, in short

The project produced a business-facing dashboard that combined customer and product signals into a single drillable view, enabling faster lead identification and supporting executive walkthroughs and user training.

Outcome-first metrics

Outcome-first metrics

Iteration signal

15+ Power BI Service updates

Refined through repeated stakeholder review cycles rather than a single design pass.

Outcome signal

Cross-sell filtering in seconds

The workflow replaced much slower manual analysis for identifying lead opportunities.

Primary scope

Customer + product + insurance view

Combined multiple business signals in one drillable dashboard.

Problem

What needed to change

Business teams needed a more unified view of customer, product, and insurance data for cross-sell and lead-generation analysis.

Context / Constraints

What shaped the work

The dashboard sat inside a broader customer analytics program and had to work for both business users and technical reviewers.

  • Fragmented customer and product signals had to be combined into a single business-facing workflow.
  • The dashboard had to hold up through repeated stakeholder walkthroughs and executive review.

Approach

How the work was handled

Led dashboard design and build for a Customer 360 cross-sell workflow, turning requirements into wireframes, prototypes, and a Power BI dashboard with interactive filters, drill-downs, and repeated service-based iterations.

Outcome

What changed in practice

The project produced a business-facing dashboard that combined customer and product signals into a single drillable view, enabling faster lead identification and supporting executive walkthroughs and user training.

  • Led wireframes, prototypes, and Power BI build for a customer 360 cross-sell dashboard.
  • Combined customer, product, and insurance signals into a single drillable workflow.
  • Supported executive demos, training, and repeated stakeholder refinement.

My Role

Where I contributed most

Dashboard design, prototyping, and stakeholder walkthroughs

Trade-offs / Lessons

Choices, constraints, and what mattered

  • Used Power BI for both wireframing and dashboard delivery to shorten iteration cycles.
  • Structured the model to support segment filters, drill-down paths, and lead identification.
  • Kept the solution scalable for future expansion of customer analytics use cases.

Additional Notes

Extra implementation detail

Highlights

  • Led a Customer 360 dashboard workflow for cross-sell and lead-generation use cases.
  • Combined customer, product, and insurance signals into one drillable business-facing view.
  • Refined the dashboard through 15+ updates, walkthroughs, and training sessions.

Contact

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