Smart Analytics Dashboard: Smart Dashboard with real-time field force insights for scalable healthcare performance tracking
Project Overview
Dashboard was developed to provide a comprehensive and real-time view of field force performance for a global healthcare organisation. Tailored for both medical representatives and senior managers, the platform consolidates data from regional, national, and individual levels into a single, interactive dashboard. Built with Salesforce integration and robust data handling capabilities, it enables stakeholders to monitor KPIs, compare regional performance, and act swiftly on field intelligence—all from one centralised system.
Problem Statement
The challenge was integrating vast field data, ensuring real-time Salesforce synchronization, and maintaining accuracy. Managing evolving field structures required careful handling of historical data, including slowly changing dimensions, to ensure consistency and reliability.
Key Findings
- Data Integration & Synchronization: Managing growing datasets and ensuring reliable synchronization—especially from Salesforce—was essential for timely data refreshes and effective BI reporting.
- Field Force Structure Changes: Frequent organisational updates in the field force hierarchy created challenges in maintaining historical accuracy and continuity of insights over time.
- Data Processing & Reporting Efficiency: Efficient transformation and mapping of raw data into structured, analysis-ready formats was crucial for ensuring accurate, scalable, and fast reporting.
Implemented Solution
Built a scalable data model and ETL process for seamless data ingestion, transformation, and integration.
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Flexible Data Model:
Designed a modular, scalable data model that organised entities from various data sources into distinct, manageable objects—making it easier to track, relate, and update data efficiently as structures evolved.
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Initial Data Loading & Filtering:
Implemented strict validation during type conversions to eliminate malformed or corrupt records during the initial data ingestion phase—preserving data integrity from the outset.
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Data Transformation:
Raw data was thoroughly cleaned, enriched with unique identifiers, and relational links were established to reflect interdependencies between teams, accounts, and performance metrics.
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Mapping to Data Model:
Transformed data was mapped to a unified model optimised for analytics, ensuring downstream compatibility with BI tools and dashboards.
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Transformations for Data Sources:
Developed tailored ETL processes for each data source—including Salesforce, internal CRMs, and third-party systems—to accommodate schema differences and enable seamless integration into the central model.
Results
The Smart Analytics Dashboard transformed field force monitoring by delivering real-time, structured insights to decision-makers. Through an efficient ETL process, the system ensured seamless data integration, cleansing, and transformation—providing accurate and consistent reporting. Managers gained immediate access to performance metrics at all levels, allowing for quicker intervention, more precise planning, and improved accountability. This led to better-informed decisions, increased transparency, and a measurable boost in operational efficiency across the organisation.