The document outlines a project on insurance analytics conducted by a group focusing on individual performance analysis within the Ahmedabad branch. It details the use of Excel, Power BI, and Tableau to evaluate the performance of executives against targets and categorize achievements into placed and invoiced metrics. Key performance indicators such as meeting counts and sales charts are included in the report.

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.

4. EXCEL DASHBOARD

5. TABLEAU DASHBOARD

6. POWER BI DASHBOARD