fintech dashboard (Tableau)

I made a Fintech project, where I harnessed the power of data analysis to uncover valuable insights that enhance our operations!

- Data Upload:

I started by uploading CSV files into Tableau.

- Data Preparation:

I checked the data types, handled null values, and unioned old data with current data to ensure accuracy.

- Building Relationships:

Next, I established relationships between the tables.

- Identifying Key Performance Indicators (KPIs):

I focused on finding essential KPIs, including:

• Revenue

• Total Transaction Amount

• Average Transaction Value (ATV)

• Transaction Frequency

• Number of Clients

• Customer Acquisition Cost (CAC)

• Delinquent Accounts%

• Total Income

- Creating a Dashboard Mockup:

I designed a simple dashboard mockup using Sketch to present these insights effectively.

- Next Steps: Data Transformation & Analysis:

I utilized calculated fields, table calculations, and filters to meet our project requirements.

- Dynamic Dashboard Integration:

I successfully combined all elements to create a dynamic, interactive dashboard that reveals crucial trends.