5.6.1.4 Customer vs Segment
This dashboard presents the customer as a comparison with the segment that he belongs to or any other segment of interest to the analyst.
For example, Select a specific customer as Jonathan Noel.
Exploring metrics around the customer’s annual income, the net income before taxes, the number of accounts belonging to the customer, credit score, and others.
Figure 5-142 Canvas Customer vs Segment
Report – Customer : Summary Key Attributes: This report displays the following customer attributes:
- Credit Score/ Credit Rating as is the case for a Retail or Wholesale customer
- Segment
- Annual Income
- NIBT
- # Accounts
Figure 5-143 Report – Customer : Summary Key Attributes
Figure 5-144 Report Total Number of Transactions by Channel
Figure 5-145 Report : Average Transaction Amount by Channel
Figure 5-146 In-canvas Prompt Filter to select Segment for comparison
Figure 5-147 Report : Segment Summary Key Attributes
Figure 5-148 Report : Average Number of Transactions by Channel for selected Segment
Figure 5-149 Report : Average Transaction Amount by Channel for selected segment