SOP on Business Intelligence Dashboard in APT 2.0 for Business Analysis

SOP Details

• Area: Business Intelligence Dashboard
• Module: Business Intelligence Dashboard
• Date: 17.06.2026
• Title: Access and Usage of Business Intelligence Dashboard 

1. Background and Introduction

The BI Dashboard is a centralized analytics platform under APT. It consolidates transactional data from operational applications and presents it through graphical and tabular reports for performance monitoring, trend analysis, target tracking, and decision-making. It supports monitoring at Directorate, Circle, Region, Division, and Sub-Division levels.

2. Roles Required

Role-based access is mandatory.

Role Code	Description
BID-BDU-CRUD	BI Directorate User
BID-BCU-CRUD	BI Circle User
BID-BRU-CRUD	BI Region User
BID-BDL-CRUD	BI Division User
BID-BSU-CRUD	BI Sub-Division User

Users can check roles via Home > Check My Roles. 

3. Access Level and Data Visibility

User Level	Data Visibility
Directorate	All Circles and subordinate Units
Circle	Respective Circle
Region	Respective Region
Division	Respective Division
Sub-Division	Sub-Division and offices under jurisdiction

4. Business Areas Covered

• POSB: Savings Bank, RD, TD, MIS, NSC, KVP, PPF, SCSS, SSA, etc.
• PLI/RPLI: Policies, Premium Collection, New Business Amount, Sum Assured.
• Mail Business: Speed Post, Registered Articles, Parcels, Business Parcel, Logistics Post, International Mail, Book Post, etc. 

5. Key Reports & Indicators

• Summary Indicators: Account openings, premium collection, revenue, etc.
• Daily Trend / WoW / FoF / MoM Analysis: Day-wise, weekly, fortnightly, monthly comparisons.
• Product/Scheme-wise Performance
• Office Type-wise Analysis (BOs, SOs, HOs, GPOs)
• Circle/Region/Division/Office-wise Performance
• Target vs Achievement
• Revenue/Premium Collection Analysis
• New Business Analysis
• Top & Bottom Performers
• Ranking Reports
• NIL Transaction Offices
• Geographic Heat Map
• Category-wise Analysis
• Drill-Down Analysis (Circle > Region > Division > Office) 

6. Key Takeaways

The dashboard consolidates performance data, supports comparison across units, identifies top/bottom performers, monitors revenue, premium collection, targets, and inactive offices. It is a single source of information for monitoring and planning. 

7. Salient Features

• Centralized platform
• Role-based access
• Hierarchical visibility
• Interactive filtering & drill-down analysis
• Supports performance monitoring, target tracking, comparative assessment 

8. Known Limitations

• Restricted visibility based on role
• Data depends on synchronization from source applications
• Reports are for monitoring/analysis only
• Delay/discrepancy in source apps may affect availability 

9. Support & Assistance

Issues must be raised via APT Support Desk with details: Dashboard name, report name, period, office details, screenshots. BI Team will examine and act. 

10. Conclusion

The BI Dashboard is a centralized platform for monitoring, analyzing, and reviewing business performance across products and organizational levels, enabling data-driven decision-making in the Department of Posts.