Investment Funds & Distributors Dashboard
The solution includes a Funds & Distributors Dashboard to centralize data on investment funds, distributors, and financial advisers (conseillers). The dashboard provides clear visibility into the number of active funds, total amount collected (Montant Collecté), and the distribution network’s performance across different regions and advisers. It helps management and financial teams track fundraising activity, identify top-performing advisers, and monitor fund distribution efficiency.
Client Overview
The client is a French financial organization managing investment funds and a network of distributors and advisers. They needed a unified reporting dashboard to measure fund collection performance, monitor adviser engagement, and analyze distribution patterns by location.
Technical Stack
Industry
Finance / Investment Management
Region
France
Project-size
Non-Disclosable
Implementation Highlights
Created consolidated visuals showing total funds, advisers, and collected amounts
Added ranking visuals to identify top-performing distributors and advisers
Built interactive filters by fund type, region, and distributor
Designed a map visualization for geographical insight into fund distribution
Implemented trend lines to monitor monthly or yearly fund collection progress
Challenges & Solutions
Fragmented fund and adviser data across different systems.
Solution: Integrated all datasets into a single Power BI model, ensuring consistent fund and adviser identifiers.
Lack of clear visibility into collection trends and adviser performance.
Solution: Developed KPIs and dynamic visuals that track Montant Collecté by adviser, distributor, and region.
Manual performance reporting was time-consuming and error-prone.
Solution: Automated report generation and refresh schedules within Power BI.
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Provided centralized visibility into the company’s entire fund network.
- Enabled real-time tracking of Montant Collecté and adviser performance.
- Improved decision-making by identifying top and underperforming distributors.
- Reduced manual reporting efforts by over 60% through automation.
Key Learnings & Next Steps
- Centralizing fund and adviser data simplifies monitoring of performance and relationships.
- Interactive visuals improve collaboration between financial and sales teams.
- Integrate CRM and client data for end-to-end visibility into investor relationships and fund growth trends.
