Dashboard Transactions
Customers Loan Analysis
Dashboard Home Dashboard Customer Loan Analysis Transaction
Filters Total Balance Total Transaction Avg Interest Rate Total Loan Amount
Year 7.88M 225 2.78 8.45M
2021
Month Average Loan Amount by Sector Accounts opening by City
Count of City 55 73
All 23.98K (17.71%) 30.51K (22.53%) Sector
Finance
Count of AccountHol…
62 61 57 56
Day Education
52
50
All 26.15K (19.31%) Healthcare
27.67K (20.43%) Retail
Quarter Technology 0
Tokyo New York Sydney Berlin London
27.12K (20.03%)
All City
City Total Account Opening by Month
30
All 30
Count of AccountNumber
28 28 28
Account Type 28
27 27
All
26
26
BranchCode 25 24
24
23 23
All 24
January February March April May June July August September October November December
Clear Month
Customer Home Dashboard Customer Loan Analysis Transaction
Credit Score Total Balance Max Account Age
Filters
Year
573.01 9.70M 61
Multiple selections
Account Growth Forecast by Sector Risk Assesment
Month
Technology 2003M 18 (4.79%)
All Retail 326M 8 RiskAssessment
Day Education 282M (2.13%)
Sector
Low Risk
Finance 198M
High Risk
2 Healthcare 197M
Medium Risk
(Blank) 0M
Quarter 350
0.0bn 0.5bn 1.0bn 1.5bn 2.0bn (93.09%)
All Account Growth Forecast
City
Average Balance by Account Type Customer_Loyalty by City
All 100%
23.99K (23.35%) 27.76K (27.01%)
Account Type AccountType New York 912
Savings Sydney
All 871
Checking Tokyo 849
BranchCode Loan London 822
All Credit Berlin 633
25.38K (24.7%)
25.62K (24.93%)
Clear 69.4%
Loan Analysis Home Dashboard Customer Loan Analysis Transaction
Total Loan Amount Sectorwise Loan Balance Ratio by Sector
Filters
Year 2M 1.2
2M Healthcare
Avg Interest Rate (18.99%) (21.03%)
2020
Sector Education 1.1
Month 2.58 Retail
Sector
Technology Retail 1.1
All
Education
Day Healthcare Finance 0.9
2M
All (19.…) 2M Finance
(20.5…) Technology 0.9
2M
Quarter Total Customers (19.74%)
0 1 2
All
317 Loan Balance Ratio
City
Co-relation between Total Loan Amount and Credit Score
All 3M
Account Type 2.9M
Total Loan Amount
All 2M 1.7M
1.5M
1.3M
BranchCode 8.36M
1M
All
0.9M
Clear Poor (Below 500) Fair (500-599) Very Good (700-799) Good (600-699) Excellent (800+)
Transaction Home Dashboard Customer Loan Analysis Transaction
Total Revenue Transaction Count Avg Revenue
Filters
4M 924 4.22K
Year
All
Total Transactions by City and TransactionType Total Transaction Amount by Months
Month TransactionType Deposit Payment Transfer Withdrawal 140K
125K 126K
All 60 55
136K 119K
52 120K
47 48 47 125K
Day 44 46 44
41 40 42 42
40 35 36 35 37 37
All 31 30 32
28
100K
27
24 24
Quarter 20 80K
68K
78K
All
71K
0 60K
Tokyo Sydney Berlin London New York (Blank) 2020 2021 2022
City
All Total Transactions Value by AccountType
Total Transactions by AccountType
Account Type 240 746K (22.12%) 994K (29.45%)
AccountType
All 220 232 Savings
203
Credit
BranchCode 200 188 Checking
All 180
180 773K Loan
Savings Credit Loan Checking (22.91%) 861K (25.51%)
Clear
