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Tableau dashboard is to be created in Tableau where a branch manager can run scenarios to see what would happen if they increased staffing, production, and compensation changes. As well as how many loans are needed to break even.

Summary: A new dashboard is to be created in Tableau where a branch manager can run scenarios to see what would happen if they increased staffing, production, and compensation changes. As well as how many loans are needed to break even.

Business Requirements:

Tab 1 - Needs to be extremely simple and give a quick overview of KPI's

[login to view URL] with filtered numbers, Benchmarks of Avg. YTD within PRMI (Identify BANs)(Identify KPI's, THEN

decide if we want to benchmark them)

[login to view URL] on the average loan economics within the branch, how many loans does the branch have to break

even this month?

[login to view URL] and Loss (P&L) graph for current year and displaying previous year.

Tab 2 - Go into the weeds, answer the majority of the questions, recreate break even analysis (Excel) This is where we would need inputs available in Tableau

[login to view URL] happens if the branch . . .

1. Hires support staff

Processor

PA

Closer/Funder

Underwriter

[login to view URL] sales staff

Producing Branch Manager

LO

LOA

[login to view URL] office/management staff

Ops Manager

Marketing Manager

Branch Manager

[login to view URL] – all same categories as above

[login to view URL] specific employees

[login to view URL] in loan volume

[login to view URL] in target price

[login to view URL] in loan product mix

[login to view URL] in loan purpose

[login to view URL] in Branch Margins

[login to view URL] in LO comp

Tab 3 - Top 20 KPI's showing worst year, best year, and current with % differences (Identify top 20 KPI's)

[login to view URL]

b. Fundings/month

Etc.

Tab 4 - Executive/Management view - Answer the following: (Define Vulnerable, new, steady, and power)

Which branches are vulnerable

Which branches are new

Which branches are steady

Which branches are power

Taidot: Tableau

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Tietoa työnantajasta:
( 0 arvostelua ) JACKSONVILLE, United States

Projektin tunnus: #30926082

7 freelanceria on tarjonnut keskimäärin ₹11357 tähän työhön

(4 arvostelua)
4.0
hillaryjustin73

Hello Dear Client, Am a Business Intelligence Analyst with 2 years of experience in Data Visualization, data migration, and statistical reporting. I specialize in R studio, Power BI, and Tableau. I have developed vari Lisää

₹12500 INR 4 päivässä
(1 arvostelu)
3.2
ankitoo7

Hello, I hope you are doing well. I have gone through your requirements and I am absolutely sure that I am the best-suited person for this requirement. I have 9+ years of experience in Business intelligence projects, h Lisää

₹12500 INR 30 päivässä
(0 arvostelua)
0.0
devendrathakur12

Hi, your job posting ( Tableau dashboard is to be created in Tableau where a branch manager can run scenarios to see what would happen if they increased staffing, production, and compensation changes. As well as how ma Lisää

₹10000 INR 5 päivässä
(0 arvostelua)
0.0
PriyankaKundwani

I can help you for developing this dashboard.. I have 8 yrs of experience in BI Visualization (Tableau).

₹10000 INR 25 päivässä
(0 arvostelua)
0.0
kariuki538

Dear client, Your search ends here I am a Tableau expert with more than 2 years of experience I can develope the simulations you need on time I have worked with financial data before and I have created dashboards with Lisää

₹7000 INR 1 päivässä
(0 arvostelua)
0.0
SrishtyC

Hey there! Greeting for the day! I am Tableau certified developer and I am into visualizing data since last 5 years. I can help you make modern design keeping it business friendly. Here is the link to my tableau p Lisää

₹12500 INR 15 päivässä
(0 arvostelua)
0.0