1. Project Overview

• Title: Real Time Visibility 2 Optimization Dashboard
• Objective: To enhance data accuracy, operational efficiency, and KPI tracking for the PQPlus training platform by addressing inefficiencies and incorporating critical new data attributes.
• Tool Used: Power Query & Power BI

2. Description

• The RTV 2 project is an optimized continuation of the initial RTV initiative, enhancing the “Global” dataset with six new columns and introducing significant updates to address identified limitations and improve key performance metrics. The added columns include:
  • Payment Date: Provides accurate tracking of payment timelines, resolving inefficiencies observed when relying solely on timestamps for payment analysis.
  • Cert ID: A unique identifier for issued certificates.
  • Cert Status: Tracks the current status of each certificate (e.g., issued, pending).
  • Mode of Issuance (MoI): Captures how the candidate collected their certificate.
  • Success Story: Documents testimonials or achievements of participants.
  • Date of Success Story (Date of SS): Records the date when the success story was received.
• Additionally, a new products table was introduced in both Abuja and Lagos offices to reflect expanded training offerings:
  • Abuja: UI/UX, System Administration, Cybersecurity.
  • Lagos: UI/UX.

3. Key Feature: Progress Bar for Payment Date Column

• A significant feature of this project was the creation of a progress bar chart for the newly introduced Payment Date column. This tool serves to track the data entry team’s progress in populating this column, ensuring it is adequately filled before revenue analysis can begin.
  • Purpose: Enables management to monitor the data entry team’s performance, set targets, and ensure effective data entry.
  • Goal: The column must be at least 80% complete before it can be utilized for accurate revenue analysis.
  • Impact: Provides clear visibility into the progress of data entry, facilitating accountability and operational efficiency.

4. Focus of Real-Time Visibility 2

• The optimization now centers on aligning the training platform with key performance indicators (KPIs) to ensure efficient tracking and decision-making. Key metrics include:
  • Registration
  • Activation
  • Conversion Ratio
  • Candidate Life Cycle Metrics

5. Key Observations and Changes

• Introduction of Payment Date Column:
  • In the initial Real-Time Visibility project, the timestamp column was used to track both registration and payment. However, this approach proved inefficient as it did not account for participants who registered and paid within the same month, resulting in inaccurate revenue analysis. To address this, a dedicated Payment Date column was introduced, allowing for precise tracking and analysis of revenue trends.
• Removal of Redundant Columns
  • A total of six columns were removed from the dataset as they did not contribute to the Real-Time Visibility requirements or KPI analysis, streamlining the dataset for better efficiency.
• Outcome
  • The enhancements introduced in Real-Time Visibility 2 ensure a more robust and insightful analysis framework, facilitating better optimization of training programs and supporting strategic improvements to achieve desired outcomes

6. Recommendations

• Enhance Data Completeness – Ensure consistent and accurate data entry for the new columns, especially Payment Date, Cert Status, and Success Story, to improve overall analysis reliability.

• Automate Data Entry Tracking – Implement automated alerts to notify the data entry team when the Payment Date column falls below the 80% completion threshold.

• Expand Product Offerings – Consider further diversifying training programs beyond UI/UX and Cybersecurity based on regional demand insights.

• Refine KPI Measurement – Continuously evaluate and refine KPI definitions to ensure alignment with business goals and evolving training dynamics.

7. Impact Analysis

• Improved Revenue Accuracy – The dedicated Payment Date column resolved previous inefficiencies, allowing precise revenue tracking and analysis.

• Better Decision-Making – The KPI-aligned dashboard empowers stakeholders with real-time insights to optimize training performance.

• Operational Efficiency – Removal of redundant columns streamlined data processing, reducing complexity and improving reporting speed.

• Enhanced Stakeholder Engagement – Success Story tracking highlights participant achievements, reinforcing credibility and attracting more candidates.

Interactive Dashboard: Below, you can explore the interactive Power BI dashboard to test the full functionality and experience the KPIs, filters, and visualizations in real time.