Vestjysk Bank: Bringing sales reporting up to date
Automated daily sales reporting in PowerBI with clear overview for management and employees at Vestjysk Bank
Client
Vestjysk Bank
Industry
Finance Sector
Services
BI Reporting, Data Architecture
Technology
Power BI
Challenge
The production of sales reporting in Vestjysk Bank's was primarily based on manual processes, and therefore it was only updated once a month. This left both management and employees without a clear overview of activity levels and performance from day to day.
Solution
A new PowerBI-based reporting format has been established where it is possible to follow sales from a customer, product, and branch perspective. The sales report is automatically updated every day and is rooted in a digital solution that can be expanded to create improved reporting in other parts of the organization.
Result
Today, branch managers can focus on commercial priorities based on an updated foundation. This means that sales reports are used more actively across the organization, creating a common frame of reference for everyone in the customer-facing part of the bank. The project has been an eye opener for the potential of using Power BI and similar reporting has subsequently been established in many other areas of the business.
The collaboration has been characterized by a direct and informal dialogue as well as effective execution. Given that two of our core values are Simplicity & Action, it has been a great match.
- Michael Traberg, Digitalization Director at Vestjysk Bank
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