Design of a store dashboard for Steiermärkische Bank und Sparkassen AG, taking into account the information needs of the report recipients

The branches of Steiermärkische Sparkasse, which primarily provide their services to private customers, are subject to control through sales planning and extensive reporting tools. In this practical project, a clear MS Excel dashboard was developed for ongoing reporting on new private customer business, which complies with HICHERT's SUCCESS visualisation rules. The key figures presented were selected following a survey of branch managers and refined through a utility analysis before being integrated into the dashboard. This dashboard monitors new business in nine main categories and visualises the targets, actual values and deviations from the target status.

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