We partnered with a leading healthcare organisation operating across multiple business units and regions to build a centralised, real-time performance dashboard.
The goal was to unify fragmented data, improve decision-making speed, and eliminate manual report dependency.
Our team streamlined complex data flows, automated refreshes, and delivered role-based insights that empowered leadership and field teams to make decisions backed by live metrics.
Challenge
- Data was scattered across internal systems (CRM, ERP, marketing tools, inventory), spreadsheets and legacy platforms.
- Reporting was slow, manual and error-prone; key business leaders didn’t have timely access to performance metrics.
- Lack of unified views meant delayed decision-making and missed opportunities.
Solution
- Integrated data from all major sources into a central data model, standardising formats and definitions.
- Built a role-specific performance dashboard platform which gives executives, managers and sales staff customised views of KPIs (Call Average, Field Working Days, Customers Reached, Customer Coverage, Effort vs Output Correlation, Campaign Impact) along with detailed Primary & Secondary Sales analysis
- Implemented automated data refresh schedules—ensuring the dashboard always reflected up-to-date information without manual intervention. For example, one implementation achieved near-real-time refresh via [a BI tool’s automated mechanisms].
- Embedded visualization and drill-down capabilities allowing users to explore by region, product, channel and time-period.
Results & Impact
Call reporting cycle reduced dramatically (from ~5 days down to ~1 day).
A “single source of truth” dashboard improved alignment of metrics across business units.
Decision-makers now had timely visibility into performance trends, enabling faster actions.
The automated refresh eliminated manual report preparation, freeing analyst time for value-added work.
Why It Worked
Technical integration + business-process design: not just visuals, but underlying data foundation.
Role-based views ensured relevance for different users (executive / manager / operator).
Automation of refresh removed the bottleneck of outdated reports.
Change-management: training and adoption helped ensure the dashboard was used, not ignored.
Key Take-aways
Data from multiple sources must be harmonised before effective dashboards can be built.
Automated refresh is key—if data is stale, the dashboard loses credibility.
Dashboards must be designed for the user (not just “all the data”, but the right data for the right audience).
Early wins help drive momentum and adoption.
Our Project Insights (FAQ)
Why was data integration crucial for this project?
Scattered data meant inconsistent metrics. Integration built a reliable foundation — harmonised and standardised across regions and tools.
How did automation make a difference?
Automated refreshes ensured the dashboard stayed up-to-date, removing the need for manual intervention or error-prone uploads.
What made this dashboard unique?
Each role — from executive to sales rep — had a tailored view, seeing only the KPIs that mattered to them.
What were the key takeaways?
Effective dashboards start with clean, harmonised data.
Automation drives credibility and adoption.
Dashboards must serve the user, not just show data.
Early results help build trust and scale faster.