Governance Visibility
Power BI Data Quality Scorecard
Governance stakeholders needed an interim way to monitor data quality across critical digital-banking and card platforms before a permanent governance tool was ready.
Case study · Dashboard Design
Customer 360 Lead-Generation Dashboard
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.
Evidence snapshot
- 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.
Summary
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.
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 and constraints
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.
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.
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.
Shows end-to-end dashboard design, backend modeling, stakeholder iteration, and adoption-focused delivery rather than a static one-off build.
My role
Dashboard design, prototyping, and stakeholder walkthroughs
Tools: Power BI, Data Modeling, Power BI Service
Choices and lessons
- 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.
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.
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