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Visualisation
The workbook below only contains 3 dashboards from the complete workbook.
Overview
Background
These dashboards focus on tracking the movements (appointments and resignations) of Australian financial advisers on a weekly, Financial Year (July 1st to June 30th), and Calendar Year basis. I have previously revamped the design of the original workbook and created draft versions of these dashboards in May 2020 for a former colleague of mine. He went on to develop more financial adviser-related dashboards throughout 2020 and reached out again to me sometime in late June.
Although the biggest change may be the aesthetics of the dashboards, the most challenging part of improving these dashboards is converting the figures related to the movements of ‘adviser roles’ to ‘actual advisers’. By default, the data source (which can be found below) records movements of Australian financial adviser by roles in detail. As some licensee owners employ advisers who may have more than 1 role within the group/organisation, it is best to eliminate the duplications and present the movements based on actual adviser figures.
Project Details
To complete this project: