Stakeholder Insights and Performance Dashboard

I’m excited to share my latest Tableau project, Stakeholder Insights and Performance Dashboard. This dashboard is designed to provide a clear and comprehensive view of key business metrics, enabling stakeholders and insurers to analyze premium trends, assess profitability, and understand asset distribution for smarter, data-driven decisions.

Purpose:

The dashboard is designed to offer a comprehensive overview of key business metrics and insights related to stakeholders, insurers, and policy performance. It empowers stakeholders to analyze premium trends, assess profitability, and understand asset distribution, facilitating data-driven decision-making.

You can view and edit the Dashboard by - Clicking Here

Key Features

1. Visual Insights

• Insurers’ Value Creation Comparison: A bar chart ranks insurers based on the value they’ve created, making it easier to spot top performers.
• Premium Trends Over Time: Line charts display seasonal patterns and long-term growth in premium collections.
• Shareholding Breakdown: Bar charts ensure transparency by showing shareholding patterns among stakeholders.
• Cost Ratio vs. Profitability: A bar chart reveals the link between cost ratios and profitability, highlighting actionable insights.
• Profitability by Cities and Policy Tenure: Heatmaps provide granular insights into profitability across locations and policy durations.
• Assets Under Management (AUM): Stacked bar charts showcase AUM allocation, ensuring clarity in resource management.

2. KPI Highlights

Dynamic KPI cards offer a snapshot of:

• Total premiums collected.
• Average stakeholder age.
• Total value created for stakeholders and insurers.
• Highest value contributed by a single insurer.

3. Interactive Capabilities

The dashboard is designed for a smooth user experience:

• Filters: Refine data by city, gender, policy tenure, stakeholders, or date range.
• Dynamic Charts: Clicking on visuals updates other charts and KPIs in real time.
• Hover Tooltips: Additional metrics and percentages at your fingertips.

4. Easy Exports

A PDF export button allows users to download the dashboard with all charts, KPIs, and filters, complete with company branding.

What I Learned

This project was a game-changer for honing my skills in data visualization, interactivity, and understanding user needs. It’s a practical tool that turns raw data into insights stakeholders can rely on for better decisions.

I’m excited about exploring more challenges where data can drive impact. Let’s connect if you’d like to discuss this project or collaborate on something exciting!

Note: (Data and logos are purely for illustrative purposes and do not represent actual values or entities.)