Executive Power BI Dashboard Development
Budget: $5,000 – $10,000 USD
I'm looking for a skilled Power BI developer to create a comprehensive executive dashboard tailored for the insurance industry.
The dashboard should include:
- Claims processed
- Customer satisfaction
- Policy renewals
- Total metrics (New, Renewals, Retention, Inforce)
- Year over Year (YoY) and Quarter over Quarter (QoQ) trends
Key metrics that need to be emphasized:
- Policy renewals
- Retention
- Written premium
- New business
- Renewals
- hit.bind/quote ratios
The developer should also prioritize the following KPIs on the dashboard:
- Policy renewals
- Retention
- Written premium
- Loss ratios
- Year over Year (YoY) comparisons
- Month over Month (MoM) comparisons
- Quarter over Quarter (QoQ) comparisons
- Include the claim frequency, indicating the number of claims relative to the number of policies.
- Track claim severity to show the average cost of claims over time.
- Show the average revenue generated per customer over their entire relationship with the company.
Ideal skills and experience include:
- Proficiency in Power BI
- Experience in the insurance industry
- Ability to visualize complex data in a user-friendly way
- Understanding of key insurance metrics and KPIs
Please provide examples of similar dashboards you've created in your proposal.
The dashboard should connect to the company database for data retrieval. The dashboard will exclusively connect to the company database for data retrieval. The dashboard should include drill-down capabilities to explore detailed data for deeper analysis. Focus should be on comparisons for the last 5 years. Use the following preferred color scheme or branding guidelines: any color that is standard practice on dashboards. Please include pie charts and heat maps for visualizations. Use colors that are standard practice on dashboards. The dashboard should connect to a SQL database for data retrieval. The dashboard should be designed with multiple pages, each focusing on different key metrics and KPIs. The dashboard should include tiered access levels, with executives having full access and other roles having restricted viewing or interaction based on their needs.
The dashboard should include:
- Claims processed
- Customer satisfaction
- Policy renewals
- Total metrics (New, Renewals, Retention, Inforce)
- Year over Year (YoY) and Quarter over Quarter (QoQ) trends
Key metrics that need to be emphasized:
- Policy renewals
- Retention
- Written premium
- New business
- Renewals
- hit.bind/quote ratios
The developer should also prioritize the following KPIs on the dashboard:
- Policy renewals
- Retention
- Written premium
- Loss ratios
- Year over Year (YoY) comparisons
- Month over Month (MoM) comparisons
- Quarter over Quarter (QoQ) comparisons
- Include the claim frequency, indicating the number of claims relative to the number of policies.
- Track claim severity to show the average cost of claims over time.
- Show the average revenue generated per customer over their entire relationship with the company.
Ideal skills and experience include:
- Proficiency in Power BI
- Experience in the insurance industry
- Ability to visualize complex data in a user-friendly way
- Understanding of key insurance metrics and KPIs
Please provide examples of similar dashboards you've created in your proposal.
The dashboard should connect to the company database for data retrieval. The dashboard will exclusively connect to the company database for data retrieval. The dashboard should include drill-down capabilities to explore detailed data for deeper analysis. Focus should be on comparisons for the last 5 years. Use the following preferred color scheme or branding guidelines: any color that is standard practice on dashboards. Please include pie charts and heat maps for visualizations. Use colors that are standard practice on dashboards. The dashboard should connect to a SQL database for data retrieval. The dashboard should be designed with multiple pages, each focusing on different key metrics and KPIs. The dashboard should include tiered access levels, with executives having full access and other roles having restricted viewing or interaction based on their needs.