Project Overview
This project involved developing an automated Excel dashboard designed to analyze banking transactions, identify trends, and highlight key revenue drivers. The process included comprehensive data cleaning, transformation, and structuring to ensure accuracy and usability. The dashboard is fully automated, providing real-time interactive insights that support strategic decision-making and drive financial performance improvement.
Dashboard Views
Recommendations
- Prioritize Middle-Income CustomersFocus on middle-income customers by introducing fairer pricing structures to increase retention.
- Segmented Product OfferingsTailor products for different income groups to align services with financial capacity.
- Channel DevelopmentEnhance mobile banking experiences while maintaining reliable branch operations.
- Prepare for Seasonal SpikesScale systems and promotions during high transaction periods like Q4.
- Branch Investment StrategyAllocate resources strategically based on performance insights.