Daily Performance Report
What It Does
Every morning by 09:00 GMT, a report lands in inboxes showing the previous business day's lending performance. Loan volumes by channel, by credit band, by product type. Application volumes. Decline rates. Key performance indicators for retailer segments, all rolled up and presented in a single HTML file.
Why It Matters
Daily insight is the operational standard in consumer finance. Business Development Managers need to know what happened yesterday before the day starts. Patterns that hide in monthly data surface immediately at daily granularity. A sudden drop in applications for a particular product type, a shift in customer credit profile, an uptick in declines on a specific channel—these need attention the same day.
The Technical Approach
Data extraction. Python scripts connect via MCP to the Salesforce instance and execute 112 SOQL queries that pull lending data from the previous business day. Queries are optimised for speed and filtered to relevant segments.
Business day logic. The report respects UK bank holidays and weekends. If yesterday was a weekend or bank holiday, the report includes the last actual business day. All calculations account for time zone (GMT).
Report generation. HTML5 and CSS3 render the report as a self-contained file. No external dependencies, no required infrastructure. The file is email-friendly and opens anywhere.
Zero infrastructure cost. The entire pipeline runs serverless. No persistent databases, no background job services. Once the report is generated, it's pushed out and the process ends. Scale is handled by orchestration, not by provisioning resources.
Segmentation & Analysis
The report breaks performance down by customer segment, product category, and channel. Each segment shows volume, decline rate, average loan size, and trend indicators (compared to previous day and seven-day average). Retailers can immediately see which segments are performing and which need attention.
Impact
- Operational teams have same-day visibility into business performance
- Anomalies are caught within hours, not days
- BDMs can follow up with retailers on same day with accurate data
- No infrastructure costs or maintenance burden
- Self-contained HTML files are accessible anywhere, no app required
Stack
Sample Report
Below is a sample of the daily performance report. Each morning a fresh version is generated and distributed, showing the previous business day's complete performance picture.