Finance
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$20.00
The Bank Customer Segmentation Analytical Dashboard empowers banks to gain valuable insights into their customer base and optimize their strategies accordingly. By analyzing customer data based on income band, relationship time frame, city, banking relationship, sex, and risk level, banks can develop personalized offerings, target specific customer segments, and enhance customer satisfaction. The dashboard’s visualizations, tables, and KPIs provide a comprehensive view of customer characteristics and financial relationships, enabling banks to make data-driven decisions to improve profitability, mitigate risks, and drive customer loyalty
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$56.00
Margin Down-Trend Analysis report provides one with the first initial steps in determining where the problem areas are held. It is simple, to the point, and a solid base for one to build upon.
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$29.00
Power BI starter template for Finance Dashboard
- Track Finance KPI
- Revenue
- Cost of goods
- Expense
- Profit
- Margin
- Analyze MTD/YTD
- Benchmark vs LY or Budget
Contains landing report page + placeholders pages. The layout was designed using Power BI Wireframe Template and will be compatible to all Metricalist Power BI themes and layout.
- Track Finance KPI
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FREE
Includes:
- .PBIX file (Power BI template)
- Sample dataset: Data.csv, Chart of Accounts, Balance Sheet, Income Statement, Budget