Banking and Financial Transaction Analysis

This project is a Banking and Financial Transaction Analysis Dashboard created using Power BI. The primary goal is to provide actionable insights into customer demographics, branch performance, and financial transactions for effective decision-making. The project includes three interconnected dashboards:

1. Home Page:

This page is the landing page of Project , it is Use to Navigate through the different Dashboards using Actionable Buttons .

2. Customer Insights Dashboard

Objective: Analyze customer demographics and account preferences.

Features:

1. Gender-based customer segmentation (Male, Female, Other).
2. Distribution by account types (Savings, Fixed Deposit, Recurring Deposit, Current).
3. Analysis of customers by age group and top cities. 4.Historical trend of customer growth (2000-2025).

Use Case: Understand customer preferences and target age or account-type-specific marketing campaigns.

3. Branch Performance Dashboard

Objective: Evaluate branch-wise performance in terms of customer count, transactions, and balance.

Features:

1. Branch-wise customer count and transaction frequency.
2. Total and average balance managed per branch.
3. Top-performing branches by customers, transactions, and account balance.
4. Interactive map for geographic insights on branch locations.

Use Case: Identify high-performing branches and regions for expansion or resource optimization.

4. Financial Transactions & Loans Dashboard

Objective: Analyze financial transaction patterns and loan distribution.

Features:

1. Segmentation of transactions by type (Credit/Debit).
2. Loan distribution by branch and customer over time.
3. Historical transaction trends (2000-2025).
4. Key metrics: average interest rate, total loan amounts, and transaction amounts.

Use Case: Optimize credit/debit transaction strategies and loan disbursement processes.

Key Benefits

1. Improved customer targeting based on demographics and account type.
2. Enhanced branch performance monitoring and decision-making.
3. Insightful financial transaction analysis for strategy optimization.