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INSURANCE
ANALYTICS
1. EXCEL DASHBOARD
2. TABLEAU DASHBOARD
3. POWER BI DASHBOARD
Weekly branch dashboard |Group 2 Presentation |
|Project by AI Variant |
Project Members
1. Viswa Reddy Mandireddy
2. Sagar Mirajkar
3. Sudharshana Palanysamy
4. Ichchha prajuli
5. Bhagyashree
6. Jarpala Roja
7. Kriti Gautam
Project Summary
• The insurance analysis project analyzes and
processes individual performance within the branch
Ahmedabad.
• The analysis was done in Excel, power bi, and
Tableau. it highlights the target of each executive.
further analysis of achievements in two categories -
placed and invoiced achievements both calculated
through sub-categories new, cross-sell, and renewal.
• Then the percentage of achievements was calculated
using the previous steps. The report includes the
necessary KPIs such as yearly meeting count, total
meetings conducted by each account executive, cross-
sell, new and renewal charts, number of invoices by
an account executive, open opportunities, and more.
EXCEL DASHBOARD
TABLEAU DASHBOARD
POWER BI DASHBOARD

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Ai Variant Project(Insurance Analytics).pptx

  • 1. INSURANCE ANALYTICS 1. EXCEL DASHBOARD 2. TABLEAU DASHBOARD 3. POWER BI DASHBOARD Weekly branch dashboard |Group 2 Presentation | |Project by AI Variant |
  • 2. Project Members 1. Viswa Reddy Mandireddy 2. Sagar Mirajkar 3. Sudharshana Palanysamy 4. Ichchha prajuli 5. Bhagyashree 6. Jarpala Roja 7. Kriti Gautam
  • 3. Project Summary • The insurance analysis project analyzes and processes individual performance within the branch Ahmedabad. • The analysis was done in Excel, power bi, and Tableau. it highlights the target of each executive. further analysis of achievements in two categories - placed and invoiced achievements both calculated through sub-categories new, cross-sell, and renewal. • Then the percentage of achievements was calculated using the previous steps. The report includes the necessary KPIs such as yearly meeting count, total meetings conducted by each account executive, cross- sell, new and renewal charts, number of invoices by an account executive, open opportunities, and more.