The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Back to feedPost
Developed an interactive Power BI Insurance Dashboard to monitor premiums, claims, coverage, and policy performance. The dashboard provides insights into policy types, claim status, customer demographics, and active vs. inactive policies, enabling data-driven business decisions.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Trending
retrofuturism
Share your favorite designs from the past exploring the distant future. Or your own take on the aesthetic 🚀
halftone
Dots. Texture. Grain. Let's see your designs using the halftone technique.
Midjourney
Creatives are showing off what they're making with Midjourney.
colorgrade
Video editors sound off: How do you enhance the mood of your video in color grading?
Related posts
Customer Shopping Behavior Dashboard(Power BI)
: Global Sales Dashboard using Power BI
Personal finance dashboard — from an hour of admin to two minutes
A weekly household finance workflow (manually pulling bank CSVs, splitting and categorising spends across two people, cross-checking shared expenses, reviewing totals against savings goals) was taking about an hour every week and still made it hard to tell at a glance whether spending was on track. Designed and built a dashboard that automates the pull, categorisation, and monthly view.
My role:
Research (mapped the existing manual workflow and pain points), UX design, and AI-assisted build of the dashboard.
Outcome:
Cut the weekly admin task from roughly an hour to about two minutes.
Note on scope:
Personal side project, not a client engagement. Included here as a live example of the kind of workflow-to-dashboard problem I take on for clients (repeat-purchase and admin-heavy flows, see Pet Circle and SafetyCulture project cards).
Project details up on my profile.
This sounds like a game-changer for weekly finances! How did you automate the CSV pulls?