This project is a Proof of Concept (PoC) developed for a major client in the Insurance sector, designed to provide strategic visibility into revenue performance, sales opportunities and executive engagement.
As a Data Analyst, I led the end-to-end workflow, from raw data cleaning and transformation to designing a dynamic dashboards that empowers stakeholders with instant decision-making capability.
Built using Excel and Power BI, the dashboards help business leaders track KPIs, uncover performance gaps and drive data-informed decision-making.
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Visualize sales performance across Cross Sell, New Business and Renewal categories
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Monitor target vs. achievement and uncover revenue shortfalls
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Identify top-performing account executives and operational bottlenecks
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Provide a centralized view of the sales funnel and engagement metrics
💼 Income Class KPIs: Tracked targets, achievements and invoices per segment
🔻 Revenue Stage Funnel: Measured conversion drop-offs across negotiation stages
👥 Executive Performance: Ranked based on invoices and meeting frequency
📅 Meeting Analytics: Showcased YoY comparisons for leadership visibility
🔍 Open Opportunities: Highlighted top 3 high-revenue policies for follow-up
Power BI: Dashboard creation, DAX calculations, Interactive Slicers & Visualizations
Excel: Data preparation, transformation, Dashboard and KPI calculation
MySQL: Data extraction, joins, filtering and transformation for visualization
Tableau: Collaborated on cross-platform visual testing and performance benchmarking led by a colleague
While I independently built the Excel and Power BI dashboards, cross-platform validation and layout benchmarking in Tableau were handled by my teammate, and I contributed by aligning the metrics and visual logic across tools to ensure consistency.
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Delivered a high-impact dashboards used in executive review meetings
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Identified a 61-invoice anomaly by a single account exec, prompting audit review
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Highlighted pipeline leakages, contributing to a 12% uplift in conversion strategy
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Strengthened client trust in the analytics team, advancing more project discussions
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Real-world business case for sales pipeline analytics in insurance
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Demonstrates ability to combine SQL, Excel and BI tools in one workflow
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Shows end-to-end capability from raw data to stakeholder-ready dashboard
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Highlights domain knowledge, data storytelling and business alignment