The CX & Compliance Challenge
Financial services collect thousands of complaints across products, companies, and regions. Leaders need a single, trustworthy view to track trends, pinpoint root causes, evaluate responsiveness, and compare performance fairly.
Capabilities Demonstrated
This report highlights end-to-end BI delivery: data modeling, DAX, UX, and story-driven design.
- Robust Data Model: 1 fact + conformed dimensions (Company, Product/Issue, Response, Date, Geography) for fast slicing.
- DAX Measures: Timely response %, favorable resolution %, reputation score, complaints per 1% market share, YoY growth, and more.
- Fairness & Benchmarking: Rate-normalization using market share and small/medium/large size tiers.
- UX & Drill: Info panels, synced filters, KPI rows, custom interactions, and tooltips that explain metrics in context.
Key Features & Technologies
This is a fully interactive, four-page report: Overview, Issues, Companies, and Regional. KPI cards respect filter context; visual interactions are curated to prevent accidental cross-filtering.
What You Can Answer With This Dashboard
Designed for clarity and fairness-so teams can move from questions to decisions.
- Overview: Track total complaints, institutions, average response time, on-time rate, and YoY growth. Spot national patterns, top products, hotspots, and resolution timelines.
- Issues Deep-Dive: Identify top consumer pain points by product → issue → sub-issue, response speeds by submission channel, and outcome mix (explanation vs. monetary/non-monetary relief).
- Company Performance: Fair comparisons using complaints per 1% market share, reputation score shading, size-tier breakdowns, and enforcement history.
- Regional Analysis: Census division/state hotspots, response-quality comparisons by region, a national concentration map, and regional trend lines.
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