Tableau dashboard is to be created in Tableau where a branch manager can run scenarios to see what would happen if they increased staffing, production, and compensation changes. As well as how many loans are needed to break even.

Summary: A new dashboard is to be created in Tableau where a branch manager can run scenarios to see what would happen if they increased staffing, production, and compensation changes. As well as how many loans are needed to break even. Business Requirements: Tab 1 - Needs to be extremely simple and give a quick overview of KPI's [login to view URL] with filtered numbers, Benchmarks of Avg. YTD within PRMI (Identify BANs)(Identify KPI's, THEN decide if we want to benchmark them) [login to view URL] on the average loan economics within the branch, how many loans does the branch have to break even this month? [login to view URL] and Loss (P&L) graph for current year and displaying previous year. Tab 2 - Go into the weeds, answer the majority of the questions, recreate break even analysis (Excel) This is where we would need inputs available in Tableau [login to view URL] happens if the branch . . . 1. Hires support staff Processor PA Closer/Funder Underwriter [login to view URL] sales staff Producing Branch Manager LO LOA [login to view URL] office/management staff Ops Manager Marketing Manager Branch Manager [login to view URL] – all same categories as above [login to view URL] specific employees [login to view URL] in loan volume [login to view URL] in target price [login to view URL] in loan product mix [login to view URL] in loan purpose [login to view URL] in Branch Margins [login to view URL] in LO comp Tab 3 - Top 20 KPI's showing worst year, best year, and current with % differences (Identify top 20 KPI's) [login to view URL] b. Fundings/month Etc. Tab 4 - Executive/Management view - Answer the following: (Define Vulnerable, new, steady, and power) Which branches are vulnerable Which branches are new Which branches are steady Which branches are power