This Power BI solution was designed for a large-scale Business Process Outsourcing organisation based in San Francisco. The objective was to replicate the company's entire operational workflow — from deal acquisition to resource onboarding, utilisation and performance tracking — inside a single, unified analytics layer, seamlessly combining deal management, resource performance analytics and client information so leadership, sales, HR and delivery teams could operate on one source of truth instead of fragmented spreadsheets.
Overview and Executive Summary
The strategic nerve centre of the entire solution — a consolidated view of business health across deals and resources. It highlights KPIs such as resources selected and rejected, deals won and lost, active deal count, onboarding ratio and selection failure ratio, aligned with how a BPO tracks supply versus demand. Skill-wise resource selection and allocation distribution (billed, bench, internal, backup) reveal workforce utilisation efficiency, while allocation trends over time help executives anticipate revenue risk, bench buildup or hiring pressure — letting top management assess operational performance in seconds.
Deal Resourcing Summary
Dives deeper into how effectively the organisation converts client demand into onboarded talent — mirroring real-world BPO resourcing pipelines by tracking profiles shared, resources required, selections, rejections and non-onboarded candidates. High-demand skill analysis (QA, React, Java, DevOps, UI/UX) helps leadership and HR realign hiring strategy with market demand, while inactive-deal tracking flags stalled opportunities before delays translate into revenue loss.
Deals
An operational lens into individual deal lifecycles — deal age, probability, status, required resources and resourcing progress by skill and experience level. By highlighting delays in resource fulfilment and long-open deals, this dashboard empowers sales and delivery managers to identify risk early, tying commercial success directly to execution capability.
Deals Activity Report
Focuses on day-to-day execution and client interaction — interviews, onboarding, customer responses and pending actions, functioning as an operational audit trail from profile submission to offer acceptance and onboarding. Critical for identifying bottlenecks such as delayed interviews or slow client feedback that can derail project start dates.
Resource Information
A 360-degree view of individual resources — personal details, allocation history, utilisation patterns, pitch success rates and future availability. Allocation timelines and distribution visuals support workforce-planning decisions that balance billable utilisation against bench management.
Transient Resource Information
Extends the same analytical rigor to external contractors and short-term resources — pitch history, success ratios, deal outcomes, negotiation stages and external experience, letting leadership objectively assess contractor ROI. For BPO firms relying on hybrid workforce models, this ensures external talent is managed with the same transparency and accountability as internal teams.
