High Level Design

Overview

Like most businesses, retail banks are constantly looking for ways to improve their revenue. Hence, these organizations measure their various sources of relative income in order to see which products or services have room to grow.

Dashboard Example (sample data)

Click on the image to open and interact with the dashboard:

Retail Banking - Financial Dashboard  

Goals

Increase revenue.

Objectives

Identify revenue growth potential.

KPI Architecture

Objective KPI’s Measures Data source
Identify revenue growth potential   Total Amount sum([Transaction Amount]) Fact_Transactions
Relative Income per Customer Type sum([Transaction Amount]) Fact_Transactions, DimCustomerAccount
Income by quarter sum([Transaction Amount]) Fact_Transactions, DimDate
Income by Category sum([Transaction Amount]) Fact_Transactions, DimCategory
Income per State sum([Transaction Amount]) Fact_Transactions, DimCustomerAccount
Mortgage performance sum([Transaction Amount]), Filtering only mortgages subcategory Fact_Transactions, DimCategory
Credit Loan performance sum([Transaction Amount]), Filtering only credit loan subcategory Fact_Transactions, DimCategory

Data Modeling (Elasticube Design)

Retail Dashboard Data Model