Microsoft Solutions Partner|Modern Work · Azure · Security · Business Apps
sales@rhccompany.com
Financial services

Strategic Power BI dashboards

Development of strategic Power BI dashboards for a financial-sector company, turning complex data into clear visibility for fast, confident decisions.

Real timefor decisions
Dynamics 365 Sales
$1.2M
Pipeline
+30%
Won
48%
Conversion
Prospecting
Client A · $120k
Client B · $80k
Proposal
Client C · $210k
Closed
Client D · $340k

The challenge

A financial-sector company had data scattered across several sources and manual spreadsheets, which made decision-making slow and error-prone. It lacked a single, trustworthy view of business metrics.

What we did

Data modeling and integration of multiple sources with Power Query
Dataflows to standardize and refresh the data automatically
Strategic Power BI dashboards with the business KPIs
Access governance and secure report distribution

Results

Real-time visibility of key metrics
Faster decisions based on trustworthy data
No more manual spreadsheets and rework
Reports that refresh on their own

Technologies

Power BIPower QueryDataflowsMicrosoft 365