Authors: Rahul Praful Gaonkar, Shubham Kashinath Jadhav, Dr. Jasbir Kaur, Assistant Professor Suraj Kanal, Assistant Professor Sandhya Thakkar
Abstract: The Banking, Financial Services, and Insurance (BFSI) sector operates within a highly competitive and data-heavy ecosystem, generating vast amounts of transactional, customer, and sales data daily. However, extracting actionable insights from this fragmented, multi-source raw data to drive sales performance and strategic decision-making remains a critical challenge. This paper outlines the design, architectural framework, and implementation of a comprehensive Sales Perfor-mance Dashboard tailored specifically for the BFSI sector using Power BI. The novelty of this work lies in the formulation of an optimized, high-throughput Extract, Transform, and Load (ETL) pipeline linked to a custom Star Schema data model that successfully blends disparate core banking ledgers, CRM logs, and insurance pipelines into a unified repository. Operat-ing on a multi-million-row financial dataset, the key outcomes demonstrate an operational reporting time latency reduction of 98.6% (from 3–5 days down to under 5 minutes) alongside a rapid rendering processing response under 1.2 seconds. The im-plementation demonstrates how interactive analytics eliminates information silos and empowers financial supervisors with real-time operational visibility.
International Journal of Science, Engineering and Technology