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Portfolio Monitoring Dashboards

KPI dashboards that give stakeholders real-time visibility into portfolio health and performance drivers.

TableauPower BISQLPython ETL

Impact Highlights

5 dashboards

Delivered

30+ users

Active daily

2 hrs → 5 min

Report access time

$200M+

AUM monitored

Before vs After

Before

  • • Portfolio data scattered across Excel files and email threads
  • • Weekly manual compilation of KPI reports for management
  • • No real-time visibility into covenant compliance or pipeline
  • • Decision-making delayed by data availability

After

  • • Single source of truth with live data connections
  • • Self-serve dashboards updated every 15 minutes
  • • Automated alerts for covenant breaches and watchlist triggers
  • • Investment committee prep reduced from days to minutes

Key Decisions

1

Chose Tableau for external stakeholders (familiar), Power BI for internal (M365 integration)

2

Built ETL layer in Python rather than native connectors — more control over transformations

3

Prioritized the 3 most-requested views first, then iterated based on usage data

What I'd do next (given more time)

  • →Add predictive analytics layer for early-warning credit signals
  • →Embed dashboards directly into LP portal for investor self-service
  • →Build mobile-optimized views for on-the-go portfolio checks
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