Portfolio analysis - Deposits

The Portfolio Analysis for Deposits dashboard provides an overview of the deposit portfolio composition. The dashboard allows the user to select from seven different metrics of analysis relating to the value of accounts, number of clients, number of accounts, number of deposits, number of withdrawals, value of deposits, and value of withdrawals.

These metrics can then be viewed in aggregate form as well as through applying different attributes to provide a more in-depth segmentation of the data. Attributes used for segmentation include gender, formality, product type, business type, business size, location, date, branch, and business manager. The dashboard enables the user to view the composition of the portfolio in numerical, bar chart, graphical, and map format.

‍The data used in this dashboard is dummy data, is for demonstration purposes only and should not be used for decision making.