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
a.BANs with filtered numbers, Benchmarks of Avg. YTD within PRMI (Identify BANs)(Identify KPI's, THEN
decide if we want to benchmark them)
b.Based on the average loan economics within the branch, how many loans does the branch have to break
even this month?
c.Profit 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
a.What happens if the branch . . .

1. Hires support staff
Processor
PA
Closer/Funder
Underwriter

2.Hires sales staff
Producing Branch Manager
LO
LOA

3.Hires office/management staff
Ops Manager
Marketing Manager
Branch Manager

4.Fire – all same categories as above
5.Fire specific employees
6.Changes in loan volume
7.Changes in target price
8.Changes in loan product mix
9.Changes in loan purpose
10.Changes in Branch Margins
11.Changes in LO comp

Tab 3 - Top 20 KPI's showing worst year, best year, and current with % differences (Identify top 20 KPI's)
a.Apps/month
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