https://drive.google.com/file/d/1o3RtX4UXX7YAj4K_vtAyoZNGhHGFAWn7/view?usp=sharing
To develop a comprehensive credit card weekly dashboard that provides real-time insights into key performance metrics and trends, enabling stakeholders to monitor and analyze credit card operations
effectively.
The dataset contains 10,108 records with 18 columns, primarily related to credit card transactions and customer profiles. Here's a summary of key insights, correlating the data with the provided Power BI dashboard:
Card Categories: The dataset includes various card categories like Blue, Silver, Gold, and Platinum, aligning with the dashboard's "Card Category Performance" analysis.
Revenue and Interest: Data for Total_Trans_Amt, Interest_Earned, and Credit_Limit can be linked to total revenue, interest earned, and transaction amount breakdowns by card categories.
Customer Acquisition Cost: The Customer_Acq_Cost field reflects acquisition costs across card categories, similar to the acquisition cost visualizations in the dashboard.
Quarterly Data: The Qtr column tracks which quarter the transactions occurred, helping analyze quarterly trends (as seen in the dashboard's QTR Revenue and Transaction Count).
Expenditure Type: The Exp Type column can be mapped to the "Revenue by Expenditure Type" breakdown in the dashboard (e.g., Travel, Entertainment, Fuel).
Transaction Method: The Use Chip field records whether the customer used Chip, Swipe, or Online, which aligns with the "Revenue by Use Chip" dashboard analysis.
Revenue Trends by Card Category: Use Card_Category and Total_Trans_Amt to visualize which card types generate the most revenue. The Blue card appears to have higher volumes.
Quarterly Performance: Track total transactions and revenue by quarter using Qtr, Total_Trans_Amt, and Total_Trans_Vol to identify peak performance periods, as shown in the Power BI dashboard.
Expenditure Type Insights: Using Exp Type and Total_Trans_Amt, identify the most popular spending categories like Bills, Entertainment, and Travel, similar to the dashboard breakdown.
Customer Acquisition Cost: With Customer_Acq_Cost, analyze which card categories or customer types incur the highest acquisition costs, potentially optimizing marketing efforts.
Utilization Ratio: The Avg_Utilization_Ratio could provide insights into how much of their credit customers are using, correlating it with revenue and risk of delinquency.