Power BI is a suite of business analytics tools that deliver insights through interactive visualizations and intuitive dashboard creation, allowing users to connect to various data sources easily.
Visualization tools that track key performance indicators for insurance products, helping teams identify trends and make data-driven optimization decisions.
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Multi-Source Connectivity Connects to multiple internal and external data sources (e.g., policy admin, claims, CRM, external data services). |
Power BI supports connections to a wide variety of internal and external data sources including policy admin, claims, CRM, external databases, cloud storage, and APIs. | |
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Real-Time Data Sync Supports updating data in real-time or near real-time for up-to-date dashboard views. |
Power BI has DirectQuery and real-time streaming dataset support, allowing for real-time or near real-time dashboard updates. | |
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APIs Support Offers robust API access for inbound and outbound data ingestion. |
Power BI offers a robust REST API and data connectors for inbound and outbound data, supporting automation and integration. | |
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Scheduled Data Refresh Automates regular data refreshes at configurable intervals. |
Scheduled refreshes can be configured in Power BI to automatically refresh datasets at user-defined intervals. | |
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Manual Data Upload Allows users to upload and import data files directly into the dashboard. |
Users can manually upload data files (Excel, CSV, etc.) directly into Power BI dashboards through the UI. | |
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Data Model Flexibility Can accommodate varying data models or schemas (custom fields, entity adjustments). |
Power BI allows flexible data modeling, custom fields, calculated columns, measures, and schema adjustments. | |
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Data Validation Automatically checks and highlights data inconsistencies, missing values, or errors upon ingestion. |
Power BI highlights data inconsistencies and errors; Power Query includes various data validation steps during ingestion. | |
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ETL (Extract, Transform, Load) Automation Automates extraction, transformation, and loading of data for dashboard preparation. |
Power Query within Power BI provides automated ETL workflows for extracting, transforming, and loading data. | |
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Data Volume Handling Maximum data records supported per dashboard update cycle. |
No information available | |
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Data Latency Time between data generation and its representation on the dashboard. |
No information available |
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Custom KPI Configuration Ability to define new KPIs tailored to specific product or project needs. |
Users can define custom KPIs and calculated measures within Power BI dashboards. | |
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Pre-Built Insurance KPIs Includes a library of commonly used insurance KPIs (loss ratio, claims frequency, policy growth, etc.). |
No information available | |
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Metric Drill-Down Navigate from high-level KPIs into underlying metrics, products, or business segments. |
Power BI supports drill-down and drill-through for users to explore underlying data from KPIs. | |
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Trend Analysis Visualizes KPIs over time to highlight trends and seasonality. |
Time series and trend visualisations are native features in Power BI to show data over time. | |
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Target/Benchmark Comparison Compare current performance against predefined targets or historical benchmarks. |
Users can use DAX and visualization features to compare results with historical or target benchmarks. | |
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Variance Analysis Highlights variances between actual, forecasted, and target KPIs. |
DAX language and Power BI's features support actual-vs-forecast and variance highlighting. | |
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Real-Time KPI Updates KPIs are updated automatically as soon as data changes. |
Dashboards update KPIs automatically as new data is ingested, when using DirectQuery or data streaming. | |
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Automated Alerts on KPI Changes Sends notifications when KPIs cross certain thresholds. |
Power BI can trigger alerts and send notifications based on KPI thresholds. | |
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KPI Calculation Speed Average computation time to refresh or recalculate KPIs. |
No information available |
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Chart Types Range of visualizations supported (bar, line, pie, heatmaps, waterfall, etc.). |
No information available | |
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Interactive Dashboards Users can filter, drill down, and interact with dashboard elements in real time. |
Dashboards are interactive with slicers, filters, drill-down, etc. | |
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Customizable Layouts Flexibility in arranging and customizing dashboard views and widgets. |
Users can customize dashboard layouts, resize/rearrange visuals and add/remove widgets. | |
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Theming/Branding Options Can apply organization-specific colors, logos, and styles. |
Custom branding, logos, and color theming are supported. | |
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Mobile Responsiveness Dashboard interfaces adjust for optimal display and use on mobile devices. |
Responsive layouts and a mobile app provide mobile-optimized dashboards. | |
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Export/Download Visualizations Export charts, dashboards, or data in various formats (PDF, Excel, PNG, etc.). |
Dashboards, visuals, and data can be exported in formats including PDF, Excel, PowerPoint, and images. | |
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Dashboard Load Time Time it takes for a dashboard to become interactive after opening. |
No information available | |
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Widget Library Size Number of pre-built widgets or visualization tools available. |
No information available | |
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Accessibility Compliance Supports WCAG or similar accessibility standards for diverse user needs. |
No information available |
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Commenting/Annotation Users can annotate dashboards, data points, or charts for discussion. |
Commenting, annotation, and discussion are supported in Power BI service. | |
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Sharing Controls Granular control over who can share, publish, or distribute dashboards. |
Granular sharing and publishing permissions are supported via workspaces and app permissions. | |
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Role-Based Access Set permissions by role or user group (view, edit, admin, etc.). |
Power BI has robust, hierarchical role- and user-group-based access controls. | |
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Real-Time Collaborative Editing Multiple users can view and edit dashboards simultaneously. |
Multiple users can view and edit dashboards in shared workspaces in Power BI Service. | |
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Task Assignment & Workflow Integration Assign tasks related to dashboard insights and link to workflow tools (JIRA, Asana, etc.). |
No information available | |
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Version Control Track changes and revert to previous dashboard versions as needed. |
Version history and ability to revert to earlier versions is available in workspace environments. | |
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Insight Sharing Frequency Maximum scheduled dashboard/email share events supported per day. |
No information available | |
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User Notification Options Supports multiple modes of user notification (email, in-app, SMS, etc.). |
User notifications can be configured via email, in-app, and integrations. |
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Data Encryption at Rest Data stored within the system is encrypted for security. |
Data is encrypted at rest in Power BI, complying with Microsoft security standards. | |
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Data Encryption in Transit Data is encrypted during transmission between systems or users. |
Data in transit is encrypted using HTTPS/TLS by default. | |
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Audit Logging All user access and changes are logged for review and audit. |
Audit log support in Microsoft 365 and Power BI admin portal for full traceability of usage and changes. | |
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Single Sign-On (SSO) Support Supports secure, centralized authentication via SSO. |
Supports SAML, Azure AD, and third-party SSO solutions. | |
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Multi-Factor Authentication Requires more than one method to authenticate user access. |
Multi-factor authentication is part of Microsoft security infrastructure for Power BI. | |
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GDPR/Data Privacy Tools Supports data subject requests and other privacy obligations. |
Supports GDPR request processing and data subject rights via Microsoft Compliance; tooling integrated. | |
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Role-Based Security Policies Policies can be tailored to different user types and roles. |
Different roles and security policies can be set for different groups/users. | |
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Regulatory Compliance Certifications Holds recognized certifications (SOC 2, ISO 27001, etc.). |
Power BI is covered under Microsoft's SOC 2, ISO 27001, and similar certifications. |
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Threshold-Based Alerts Users can set thresholds on KPIs to trigger notifications. |
Alerts in Power BI can be set based on specific thresholds or trigger points. | |
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Frequency of Notification Frequency at which the system can send notifications for events or alerts. |
No information available | |
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Multi-Channel Notification Delivery of alerts via multiple channels (email, SMS, push, in-app). |
Notifications can be sent via multiple channels: email, Microsoft Teams (integration), in-app, mobile push. | |
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Alert Customization Users can define severity, channel, and format of notification. |
Users can set alert severity, frequency, channel, and control notification format in alert settings. | |
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Summary Digest Emails Option to receive summarised reports on performance periodically. |
Users can subscribe to scheduled digest emails and summary reports. | |
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Escalation Protocols Unresolved alerts can be escalated and re-assigned automatically. |
No information available |
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Statistical Analysis Tools Built-in options for statistical evaluation (correlations, distributions, significance tests, etc.). |
Power BI offers statistical tools including regression, clustering, distribution analysis, correlation, and integrates with R/Python. | |
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Predictive Analytics Integration Can include or connect to predictive models for forecasting performance. |
Integrates with Azure Machine Learning and other predictive analytics services to embed predictive models. | |
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Segmentation Analysis Supports analysis by customer cohort, product line, or other segments. |
Dashboards can be segmented by customer, product, or other categories with slicers and filters. | |
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Historical Data Archiving Archives historical data for longitudinal analysis. |
Historical data can be stored and analyzed for long-term trends; depends on data pipeline design. | |
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Anomaly Detection Automatically surfaces outliers or unexpected patterns. |
Supports outlier/exception reporting via conditional formatting and integration with advanced analytics. | |
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Scenario/What-If Analysis Test the impact of changing variables on key metrics. |
Power BI calculators, scenario analysis, what-if parameters available. | |
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Advanced Filtering Capabilities Complex slicing and dicing of data for granular views. |
Power BI supports advanced filtering across fields, dates, segments, and can implement complex filter logic via DAX. | |
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Time to Insight Average time from query/action to answer/insight surfaced. |
No information available |
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Project Management Integration Connects with project management tools to feed insights into agile cycles. |
Integration available via connectors (e.g., Microsoft Planner, Jira, Asana, Teams) for project management. | |
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Product Version Tracking Links performance data to specific product releases/versions. |
No information available | |
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A/B Testing Support Handles side-by-side comparisons of product variants in real time. |
A/B testing visuals and DAX configuration let users compare product versions in dashboards. | |
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Feature Impact Analysis Determines how individual product features affect performance KPIs. |
No information available | |
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Change Log Visualization Timeline tracking of key product changes and their outcomes. |
Change tracking dashboards are possible via audit log data modeling and visuals. | |
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Feedback Loop Integration Links user or broker feedback directly to dashboard metrics. |
No information available |
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User Provisioning & Deprovisioning Automated user account creation/removal via central directory or manually. |
Automated user provisioning via Azure AD and Active Directory sync; manual add/remove user options available. | |
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User Audit Reporting Periodic reporting of user activity for compliance. |
Admins can obtain user audit logs and activity reports via Power BI Service or Microsoft 365 Compliance Center. | |
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Bulk User Upload Ability to onboard large groups of users at once. |
Bulk user onboarding supported by Azure AD and Power BI admin interfaces. | |
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License Usage Analytics Tracks assigned vs. used licenses and access patterns. |
License analytics are available in the Power BI admin portal and service usage reports. | |
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Custom Role Definitions Set up custom roles with tailored permissions. |
Admins can define custom security roles and permissions, including for accessing or editing dashboards. |
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User Onboarding Flow Guided onboarding tours and tutorials for new users. |
Guided onboarding tours and contextual tutorials are available in the Power BI Service. | |
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Context-Sensitive Help In-app help that adjusts to context or screen. |
Integrated help pane is context-sensitive based on the user's current activity/screen. | |
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24/7 Customer Support Access to vendor support at all times. |
Microsoft provides 24/7 support for Power BI Pro and Premium subscribers. | |
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Community Forum/Knowledge Base Searchable resource for best practices, FAQs. |
Comprehensive Power BI Community forums and searchable knowledge bases are available. | |
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Documentation Completeness Level of detail in documentation provided. |
No information available | |
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Training Materials Available Provision of videos, webinars, and other learning resources. |
Training materials include videos, webinars, guided learning modules, and documentation. | |
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Onsite Training Option Option for live, instructor-led training at customer location. |
Onsite and custom training options are available via Microsoft Learning or certified partners. |
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