Shield Insurance Customer Analysis Dashboard 📊🛡️

An advanced Power BI dashboard for Shield Insurance to analyze customer segmentation, revenue trends, and policy sales across various cities, age groups, and sales modes. This interactive tool provides detailed insights into customer growth, daily revenue, and regional performance.

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Live Link 🔗

View the Dashboard

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Table of Contents

• Project Overview
• Features
• Dashboard Components
• Key Metrics & Insights
• Customer Segmentation
• Setup Guide
• Technologies Used
• Future Enhancements

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Project Overview

The Shield Insurance Customer Analysis Dashboard delivers a comprehensive view of customer and revenue dynamics. The dashboard tracks sales performance, revenue growth, and customer behavior patterns to support data-driven decision-making.

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Features

• Revenue Trends: Monthly revenue breakdown and growth trends.
• Customer Segmentation: Insights into customer demographics by city, age group, and sales mode.
• Sales Analysis: Comparison of policy sales via offline and online channels.
• Interactive Visuals: Filterable charts, graphs, and tables for better exploration.

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Dashboard Components

1. Overview Page:

   • Total revenue, customer growth, and revenue growth at a glance.
   • Comparison of current and previous performance.

2. Customer Segmentation:

   • Customers categorized by city, age group, and sales mode.
   • Insights into top-performing cities like Mumbai, Hyderabad, and Chennai.

3. Sales Mode Analysis:

   • Breakdown of sales by offline agents, online apps, and direct offline modes.
   • Revenue contribution percentage by channel.

4. Trend Analysis:

   • Month-on-month growth in revenue and customer count.
   • Age group trends across different sales periods.

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Key Metrics & Insights

• Total Customers: 26,841
• Total Revenue: ₹1,578M
• Daily Revenue Growth (DRG): ₹4.39M
• Top City: Mumbai (₹239.5M revenue, 35.54% daily growth)
• Top Sales Mode: Offline-Agent (55.67% of total revenue)

The dashboard highlights Mumbai as the highest revenue-generating city and the offline-agent mode as the most significant contributor. It also showcases growth opportunities in younger age groups and digital sales channels.

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Customer Segmentation

City-Wise Performance

• Mumbai: ₹239.5M revenue, 6,432 customers.
• Hyderabad: ₹160.5M revenue, 4,340 customers.
• Chennai: ₹106.3M revenue, 2,966 customers.

Age Group Contribution

• 31-40: ₹137.9M revenue, 25.10% growth.
• 41-50: ₹84.0M revenue, 12.13% growth.
• 18-24: ₹12.1M revenue, 4.95% growth.

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Setup Guide

Requirements

• Power BI Desktop
• Access to Shield Insurance dataset in .csv or .xlsx format.

Steps to Use the Dashboard

1. Clone the Repository:

   git clone https://github.com/yourusername/shield-insurance-dashboard.git

2. Load Dataset: Import the dataset into Power BI Desktop.
3. Refresh Data: Ensure data is updated for real-time insights.
4. Explore Filters: Utilize slicers to filter by city, age group, or sales mode.

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Technologies Used

• Data Visualization: Power BI
• Data Management: CSV/Excel
• Preprocessing: Excel or Power Query

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Future Enhancements

1. Real-Time Updates: Integrate live data for real-time monitoring.
2. Predictive Analytics: Incorporate forecasts for customer growth and revenue.
3. Geospatial Insights: Add map visualizations for city performance.
4. Mobile Optimization: Develop a mobile-friendly version of the dashboard.

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Disclaimer: This dashboard uses sample data for demonstration purposes and does not reflect actual company figures.