One View of the Customer Dashboard

One View of the Customer: Consolidated Client Value Dashboard

Client

Corporate Bank

Business Problem

The client had sales data spread across multiple divisions, making it difficult to get a clear, consolidated view of each customer’s value to the business.

Client-level sales data was fragmented across product silos—such as FX, lending, trade finance, and cash management—stored in disconnected systems. This made it difficult to assess true customer value, identify cross-sell opportunities, or present integrated reporting to senior stakeholders.

Manual consolidation of data for reporting was time-consuming, inconsistent, and lacked real-time responsiveness.

Solution Delivered

We delivered a dynamic, Excel-based dashboard solution that connected to SQL Server Analysis Services (SSAS) to surface integrated customer data from multiple systems.

Key features included:

  • A unified view of customer-level performance across all business lines and revenue streams
  • Customisable Excel templates that pulled live data from the SSAS cube, enabling self-service reporting
  • Interactive “slice-and-dice” functionality across dimensions such as region, segment, product group, and relationship owner
  • Drill-down capability to trace figures back to originating data points—ensuring both transparency and auditability

The solution provided relationship managers and executives with a single source of truth for customer value, replacing static reports with real-time insights.

Results

  • Enabled relationship managers to quickly identify high-value and underperforming clients
  • Replaced over 10 siloed reports with a single interactive dashboard, reducing report production effort by an estimated 60–70%.
  • Improved commercial decision-making through real-time, unified customer insight
  • Supported executive reporting with clear, exportable dashboards for board-level presentations

Technology

Excel | VBA | SQL Server Analysis Services

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