• It focuses on executive targets and achievements, categorized as placed and invoiced. Sub-categories include new, cross-sell, and renewal policies. • The report presents essential KPIs like yearly meeting count, total meetings per executive, cross sell, new and renewal charts, number of invoices, and open opportunities. Insights aid data-driven decisions for improved branch productivity.

1. INSURANCE
ANALYTICS
1. EXCEL DASHBOARD
2. TABLEAU DASHBOARD
3. POWER BI DASHBOARD
Weekly branch dashboard |Group 2 Presentation |
|Project by AI Variant |

2. Project Members
1. Viswa Reddy Mandireddy
2. Sagar Mirajkar
3. Sudharshana Palanysamy
4. Ichchha prajuli
5. Bhagyashree
6. Jarpala Roja
7. Kriti Gautam

3. Project Summary
• The insurance analysis project analyzes and
processes individual performance within the branch
Ahmedabad.
• The analysis was done in Excel, power bi, and
Tableau. it highlights the target of each executive.
further analysis of achievements in two categories -
placed and invoiced achievements both calculated
through sub-categories new, cross-sell, and renewal.
• Then the percentage of achievements was calculated
using the previous steps. The report includes the
necessary KPIs such as yearly meeting count, total
meetings conducted by each account executive, cross-
sell, new and renewal charts, number of invoices by
an account executive, open opportunities, and more.

4. EXCEL DASHBOARD

5. TABLEAU DASHBOARD

6. POWER BI DASHBOARD