Fundraising Dashboard

 Request and Guidelines Provided

• Client: Private Equity Secondaries firm

• Create a dashboard for the fundraising process of the client’s PE funds to track relevant KPIs, targets, and other metrics

• Leverage data from multiple Big Query tables sourced from different platforms

Final Deliverable and Value-add

• Created a tailored visualization solution using Tableau for scalability and ease of use 

• Allowed users to drill down into specific fund-wise data to gain deeper insights and understand factors driving fundraising success

• Seamlessly integrated live data sources to provide up-to-date information on fundraising progress to the stakeholders

Methodology

• Designed data warehouse architecture to integrate and store data from multiple sources (client’s CRM system and other data repositories) in a structured format for analysis and reporting in Google Cloud Storage

• Extracted and consolidated data from multiple Big Query tables in the form of views and created customized SQL queries for transforming data using Big Query functions

• Created an intuitive and visually appealing dashboard with real-time data refreshes to ensure up-to-date insights for the stakeholders

• Highlighted important metrics in the dashboard such as Total Capital Raised, Meetings, Timelines, Conversion Rate etc.

Snapshots of the Output