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.
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
[login to view URL] sales staff
Producing Branch Manager
[login to view URL] office/management staff
[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]
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