CRM Analytics and BI Dashboard Programme for a Financial Services Group — Board Reporting From 5 Days to 2 Hours

"The board was getting stale data presented expensively. Now they have live data available whenever they want it and a formatted pack that takes two hours to produce. That is what good looks like."

— Chief Financial Officer, Financial Services Group

Every month, three analysts spent the better part of a week producing the board pack. They pulled data from Salesforce, ran it through Excel models, validated it against the finance system, formatted it in PowerPoint, and submitted it for four rounds of review before it went to the board. By the time the board saw it, the data was already two weeks old.

The board reporting process had evolved over years into a complex manual workflow because no single system held all the data the board needed. Salesforce had pipeline data. The finance system had revenue actuals. A separate analytics tool held market share data. Connecting these required manual work because the systems had never been integrated for reporting purposes.

We mapped every data point in the board report against its source system and built a data pipeline that connected Salesforce, the finance system, and the analytics platform into a unified data warehouse. Power BI reports were built on top of the warehouse with live connections, replacing the Excel models and PowerPoint formatting.

A Power BI board reporting suite connected to Salesforce via the API and to finance and analytics systems via scheduled data pulls. The board pack was rebuilt as a set of interactive dashboards that refreshed automatically. A PDF export function produced the formatted board pack at the click of a button.

Monthly board reporting time reduced from five days of three analysts to two hours of automated generation plus one hour of review. Data latency reduced from two weeks to real-time for CRM data and daily for finance data. Board members began accessing the dashboards directly between meetings.

Is this familiar?

Salesforce challenges in BFSI — what we see most often

Board reporting that takes five days to produce is not a data problem — it is an architecture problem. The data exists. The insights exist. The delay is caused by the manual process of extracting, reconciling, and formatting data from multiple systems that were never designed to produce board-level reporting together.

BI dashboards connected to live CRM and financial data sources eliminate the extraction and reconciliation steps. The formatting step becomes a button click rather than a week of work.

Celumai builds CRM analytics and BI reporting programmes for financial services firms and professional services organisations that replace manual reporting workflows with automated, live dashboards.