BankMaven
BankMaven is a fictitious financial institution that needed to track its main KPIs and compare its performance across markets.
Their ask was to design and build an interactive Tableau dashboard.
The Project
Design and build an executive-level BI solution from scratch for BankMaven, a fictitious financial institution based in the United States.
The Aim
Track KPIs (transactions, customer count, etc.), compare performance across customer segments, analyze churn, and identify at-risk accounts.
Data Sources
A folder of Excel files, containing information about customer transactions, account details, and member demographics.
The Work
- Connect & transform raw data
- Apply sorting & filtering tools
- Create custom calculations & parameters
- Design interactive reports & dashboards
The Output
Create a Tableau Dashboard. containing the core business, geospatial visuals, multiple matrices, heat maps, and YoY views. Each of the visuals is dynamically clickable and allows end-users to drill into the data.
