9.7.1.5 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.

To compare customer and segment profiles, channel transaction counts, and average transaction amounts, open In App Dashboards, select Customer Profitability, and then select CP Customer vs Segment.

In-Application Dashboard Filters

• As-of date:Select the reporting date.
• Segment Types:Select the segmentation type to compare.

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.

Next, you can view the number of transactions across the different channels. And track the dimensional analysis for the average transaction amount.

Figure 9-168 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

This report gives a view across selected time periods.

Figure 9-169 Report – Customer : Summary Key Attributes

Report Total Number of Transactions by Channel: This report gives a view of the total number of transactions in different channels across time periods.

Figure 9-170 Report Total Number of Transactions by Channel

Report : Average Transaction Amount by Channel: This report gives a view of the average transaction amounts in different channels across time periods.

Figure 9-171 Report : Average Transaction Amount by Channel

In-canvas Prompt Filter to select Segment for comparison

Figure 9-172 In-canvas Prompt Filter to select Segment for comparison

Report : Segment Summary Key Attributes

Figure 9-173 Report : Segment Summary Key Attributes

Report : Average Number of Transactions by Channel for selected Segment

Figure 9-174 Report : Average Number of Transactions by Channel for selected Segment

Report : Average Transaction Amount by Channel for selected segment

Figure 9-175 Report : Average Transaction Amount by Channel for selected segment