When sat for the first round of discussion, the client highlighted these issues in their workflow:
The client struggled to track the performance of their collectible base across milestone types such as construction-linked, time-linked, and hybrid milestones. This lack of a robust monitoring system resulted in limited visibility of:
The absence of a system for tracking payment shortfalls and delays against milestones hindered the early identification of risks. Without actionable insights, addressing potential bottlenecks in payment flows was challenging.
The inability to dynamically compare baseline financial plans with actual progress posed difficulties in:
A comprehensive solution was designed and implemented to address the client’s challenges.
A user-friendly dashboard was developed to:
The dashboard was designed to align closely with the client’s financial workflows, bridging the gap between milestone tracking and financial strategy adjustments.
The solution catered to stakeholders by offering both:
Dynamic comparisons between actual performance and baseline plans were integrated, enabling stakeholders to:
Drill-down features allowed users to:
Technical Implementation
Data Integration from Multiple Sources
Data Transformation
Data was processed with Power Query to ensure consistency and accuracy before visualization.
Dynamic Logic for Baseline Comparisons
Custom logic was implemented within Power BI for real-time baseline vs. actual performance comparisons.
Advanced Visualization Techniques
Conditional formatting in Power BI dynamically highlighted deviations, shortfalls, and delays.
Scalable Reporting
Dashboards were built with DAX and Power BI tools to support intuitive and scalable reporting for future needs.
The custom BI dashboard transformed the client’s approach to milestone tracking and financial planning. By providing real-time insights, proactive risk management tools, and seamless integration with existing workflows, the solution addressed immediate challenges while laying the foundation for future analytics capabilities.
Real Estate & Construction
India
End to End Project Lifecycle Management
Briefly describe the challenges you’re facing, and we’ll offer relevant insights, resources, or a quote.
Business Development Head
Discussing Tailored Business Solutions
