Problem Statement:
The organization lacked a detailed and dynamic tool to effectively track and compare account creation trends over time. This made it difficult to assess performance and identify potential issues or opportunities in customer acquisition strategies. The project aimed to fill this gap by creating a dashboard that visualizes account data and supports comparative analysis, enabling better-informed business decisions.
Tools and Technologies:
- Microsoft Power BI, CRM (Customer relationship management), DAX, SQL
Summary:
- Developed a comprehensive dashboard to track the monthly evolution of account creation, enabling real-time monitoring of new and total accounts.
Implemented comparative analysis features to evaluate performance against previous periods, providing actionable insights for business decision-making.
Account Evolution Dashboard:
