Health Executive Summary

Description

Project Overview:

1. Dashboard Introduction:

• Provide a brief introduction to the purpose and scope of the Power BI dashboard.
• Highlight the key metrics and analyses covered.

2. Data Sources:

• List and describe the primary data sources for the dashboard.
• Specify how often the data is updated.

3. Dashboard Components:

• Enumerate the main components/modules of the dashboard.
• Explain the significance of each component.

Key Analyses and Insights:

4. Monthly Sales Analysis:

• Display monthly sales trends.
• Highlight any significant variations or patterns.

5. Yearly Cost Analysis:

• Provide a breakdown of yearly costs related to insurance.
• Identify major cost contributors and trends.

6. Insurance Claim Analysis:

• Showcase the term of insurance claims.
• Include metrics like the number of claims, average claim amount, etc.
• Categorize claims by type (e.g., medical, accident).

7. Project Manager Sales Analysis:

• Present sales performance by project manager.
• Identify top-performing managers and areas for improvement.

8. Sales by Month:

• Explore sales variations across different months.
• Identify peak months and potential seasonality.

9. Age Range Analysis:

• Illustrate the distribution of ages for individuals making insurance claims.
• Identify any age-related patterns or trends.

10. Risk Assessment:

• Evaluate the overall risk profile of the insurance portfolio.
• Highlight areas of concern or high-risk categories.

Additional Insights:

11. Comparative Analysis:

• Compare current data with historical trends.
• Identify areas of improvement or success.

12. Geographical Insights:

• If applicable, analyze data based on geographical regions.
• Identify regions with high or low insurance activity.

13. Customer Segmentation:

• Segment customers based on various criteria (e.g., age, income).
• Identify target demographics for marketing or risk management.

14. Interactive Features:

• Describe any interactive features allowing users to drill down into specific details.

Conclusion:

15. Summary and Recommendations:

• Summarize key findings.
• Provide actionable recommendations based on the analyses.

Next Steps:

16. Future Enhancements:

• Propose potential enhancements or additional analyses for future iterations.

17. Feedback and Iteration:

• Encourage users to provide feedback for continuous improvement.