Business Intelligence Dashboard
Monitored portfolio health of a real-estate financing company on a real-time basis via interactive query-based dashboards.

The client has significant exposure to financing real-estate developers from whom the lender will get quarterly and monthly levels related to the status of real-estate projects.

The client experienced delays and inaccuracy because their portfolio monitoring reporting system was manual and there was an absence of a centralized source of data.

To increase efficiency, the client wanted to create an interactive Business Intelligence(BI) Dashboard for performing trend analysis and monitoring the health of their real-estate finance portfolio on a real-time basis.


To help the client on its journey, we created a Red-Amber-Green (RAG) dashboard as well as a query-based BI dashboard to appropriately assess risk at different stages of loan for relevant action.

We created the SQL-based data mart that was able to handle all the analytics and reporting requirements of the client.

We also created self-service dashboards with drill-down provisions for micro-level monitoring of their real-estate finance portfolio on a real-time basis. All the visualization was deployed using Tableau.


We monitored portfolio health with user-friendly BI dashboards. We were capable to drilldown to contract-level information using multiple metrics.

Consequently,we reduced the workload of 3 employees with our solutions.

Other successful stories
from the same industry

Data and analytics solution

Evaluating the likelihood of job placements — that a candidate is going to be placed in an organization post-course completion.

Read The Story
Innovative marketing strategy using interactive dashboards

Monitored the performance of the sales team and improved its marketing strategy for the cattle feed business through interactive dashboards built by leveraging data across multiple sources.

Read The Story
AI-enabled credit policy

Comprehensive AI-enabled credit policy outreach solution for one of India’s largest retailers, launching a check-out (POS) financing product based on transaction and alternate data.

Read The Story
Data Lake Creation

Created data lake to enable single version of truth across the organization and drive analytics and reporting for the entire organization.

Read The Story
AI Roadmap

Assessed the current state of data, analytics, and AI readiness within the organization to create 3 year roadmap for AI adoption within the organization

Read The Story
AI Transformation

Helped a lender become market leader through AI transformation

Read The Story
Education Loan Pricing

Created an underwriting decisioning engine for a foreign education loan product

Read The Story

Enterprise dashboards for different parts of client organization.

Read The Story
get in touch

Gain a competitive advantage
by making your data talk.

Talk To Us