Challenge Summary
Welcome to "Gazelle Bank - KPI DViz Design Concepts Challenge". In this challenge, we are looking to explore design concepts for a new Data Visualization Dashboard that will be implemented using "Qlik Sense". In this challenge, we are going to design the Data Visualization experience that will show specific KPI’s (Key performance indicators) for each of these types of users - CFO, Retail & Corporate Finance Heads. These visualization design will help them improve and make better decisions.
We are really excited to kick off this new DViz Design Concepts Challenge.
- As a part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs.
- Make sure to include a URL/comment the link to your marvelapp while uploading your submission
- Make sure all pages have the correct flow! Use correct file numbering. (00, 01, 02, 03)
- As a part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs.
- Make sure to include a URL/comment the link to your marvelapp while uploading your submission
- Make sure all pages have the correct flow! Use correct file numbering. (00, 01, 02, 03)
About the Client:
The client of this challenge is one of huge bank handling many clients across the world. In this challenge, we are looking to design creative (and useful) data visualization dashboards that will be created using Qlik Sense.
Design Considerations
- We are looking for a simple, easy-to-use, Informative, modern design.
- Try not to have too much information on your dashboard, you can make them compelling by making the visualization interactive and enable users to walk through or drill into the different insights.
- Use color, visual comparison, and drill-down charts to highlight comparison.
- Have your designs of size: 1366 x 768px
- Branding is open to the designers
Qlik Sense:
Please go through the software and check the features to know the limitations of the BI tool and design accordingly. We have gathered some resources:
- Getting Started
- Demo of some visualizations
Required Dashboard Designs
01 General
Below are some of the points that need to be considered
- Each of the dashboards requested below requires only 5 - 6 of the KPIs for each screen.
- Show the KPIs over time (monthly, quarterly, year.on.year. - this year month vs last year same month).
- Allow filtering based on locations.
- Allow for a way to look at KPIs based on regions and countries.
- Allow for a way to make correlations to industries. Example: Are oil prices down? And how does that affect the KPIs?
- It would be really useful if we can show how the local stock market is affecting the KPIs, is it swinging up or down?
- Include a "What if?" analysis. For example, I have a $100 billion loan portfolio and my benchmark is $150 billion for the end of the year. How many loans should I book per month and average per loan?
- Whats my growth of loans/deposit?
- What am I getting out of this product
- Which is my profitable product?
- Who is the top RM / Location level?
- We have shared some definitions of the KPI in the attached excel, it will help you understand what is expected in each visualization.
02 Homepage
This is the starting point for all analysis. This would be a page where the CFO and Heads can navigate to different sections of interest to them.
03 CFO KPI’s (choose only 5 - 6 KPIs)
- Show the top 10 customers, depositors, and borrowers. Be able to pull up their growth details and compare them with the bank's growth. For example, let's assume Acme is a customer with the bank, the user should be able to access information like how Acme is doing in each of its own financials. If Acme is growing, but the bank is not, the user can analyze this information and will help the CFO initiate a discussion with an appropriate person to check if the right products are being sold.
- KPI’s represented in CFO dashboard would be a derivative of Corporate and Retail KPI’s but we have indicated some of the KPI’s that a CFO is concerned about, we are looking for your thoughts on how these can be represented in a visualization?
- Profit & Loss
- Financial Position
- Net Interest Margin Ratio
- Cost Income Ratio
- ROAE
- LDR- Loans to Deposit Ratio
- NPA (+90 days past due/ assets)
04 Corporate Finance KPI’s (choose only 5 - 6 KPIs)
Below are some of the KPI’s at a corporate level, show us how these can be visualized
- Return on Equity
- Loan Growth
- Deposit Growth
- Loan/Deposit Ratio
- Efficiency Ratio/ Productivity Ratio
- Capital Ratio
- ROA
- Credit Quality
- Asset Yield/NIM
- Fee Income
- Cost to Income Ratio
- Shareholder’s KPI’s
- Net Economic Profit
- Revenue Growth
- Credit Losses
05 Retail Finance KPI’s (choose only 5 - 6 KPIs)
- At a retail level, customer need to be added as one of an important dimension
Below are some the KPI’s at a retail level, show us how these can be visualized
Income KPI’s
- Non-interest income level
- Gross Profit
- Interest Spread
- Fee income level
Investment return KPI’s
- Return on capital employed
- Return on operating capital
Interest margin KPI’s
- Profit margin
- Operating margin
- Interest margin
Cost KPI’s
- Cost to asset ratio
- Overhead cost ratio
- Cost to income
Expense & Efficiency KPI’s
- Operating Exp to Client Balance Ratio
- Cost Income Ratio (CIR)
Risk KPI’s
- Value at risk
- Capital adequacy ratio
Profitable KPI’s
- Return on Equity (ROE)
Sales KPI’s
- Sales by Product
- Sales by Region
- Sales by Cust Segment
- Cross/Upsell vs New Acquisitions
- Forecast vs Actual Sales
- Average Revenue per Customer
- Product per Customer
Customer KPI’s
- CS Rating
- Customer Churn/Attrition Rate
Employee KPI’s
- Employee Engagement Score
- Employee Productivity Score
Company assets KPI’s
- Non-performing asset
- Reserve requirement
- Return on average assets
Important:
- Keep things consistent. This means all graphics styles should work together.
- All of the graphics should have a similar feel and general aesthetic appearance.
- Focus on User Experience / how the user interacts within the dashboard.
MarvelApp Prototype
- We need you to upload your screens to the Marvel App
- Please send your Marvel app request to csystic@gmail.com (Challenge Copilot)
- You MUST include your Marvel app URL in notes /comments while uploading (in your marvel app prototype, click on share and then copy the link & share it within your notes while you upload).
Target Audience
- CFO, Retail & Corporate Finance Heads
Judging Criteria
- How well you plan the user experience and capture your ideas visually.
- Cleanliness of your graphics and design.
- Overall design, UI and user experience.
- Consistency across the UX/UI
Submission & Source Files
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
- Submit JPG/PNG for your submission files
- Submit Marvelapp as part of your submission.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop, Illustrator, XD, or Sketch!
Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
We are really excited to kick off this new DViz Design Concepts Challenge.
Round 1
Submit your initial designs for a checkpoint feedback- As a part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs.
- Make sure to include a URL/comment the link to your marvelapp while uploading your submission
- Make sure all pages have the correct flow! Use correct file numbering. (00, 01, 02, 03)
Round 2
Submit your final designs with all checkpoint feedback implemented.- As a part of your checkpoint submission, you must upload your submission to MarvelApp so we can provide direct feedback on your designs.
- Make sure to include a URL/comment the link to your marvelapp while uploading your submission
- Make sure all pages have the correct flow! Use correct file numbering. (00, 01, 02, 03)
About the Client:
The client of this challenge is one of huge bank handling many clients across the world. In this challenge, we are looking to design creative (and useful) data visualization dashboards that will be created using Qlik Sense.
Design Considerations
- We are looking for a simple, easy-to-use, Informative, modern design.
- Try not to have too much information on your dashboard, you can make them compelling by making the visualization interactive and enable users to walk through or drill into the different insights.
- Use color, visual comparison, and drill-down charts to highlight comparison.
- Have your designs of size: 1366 x 768px
- Branding is open to the designers
Qlik Sense:
Please go through the software and check the features to know the limitations of the BI tool and design accordingly. We have gathered some resources:
- Getting Started
- Demo of some visualizations
Required Dashboard Designs
01 General
Below are some of the points that need to be considered
- Each of the dashboards requested below requires only 5 - 6 of the KPIs for each screen.
- Show the KPIs over time (monthly, quarterly, year.on.year. - this year month vs last year same month).
- Allow filtering based on locations.
- Allow for a way to look at KPIs based on regions and countries.
- Allow for a way to make correlations to industries. Example: Are oil prices down? And how does that affect the KPIs?
- It would be really useful if we can show how the local stock market is affecting the KPIs, is it swinging up or down?
- Include a "What if?" analysis. For example, I have a $100 billion loan portfolio and my benchmark is $150 billion for the end of the year. How many loans should I book per month and average per loan?
- Whats my growth of loans/deposit?
- What am I getting out of this product
- Which is my profitable product?
- Who is the top RM / Location level?
- We have shared some definitions of the KPI in the attached excel, it will help you understand what is expected in each visualization.
02 Homepage
This is the starting point for all analysis. This would be a page where the CFO and Heads can navigate to different sections of interest to them.
03 CFO KPI’s (choose only 5 - 6 KPIs)
- Show the top 10 customers, depositors, and borrowers. Be able to pull up their growth details and compare them with the bank's growth. For example, let's assume Acme is a customer with the bank, the user should be able to access information like how Acme is doing in each of its own financials. If Acme is growing, but the bank is not, the user can analyze this information and will help the CFO initiate a discussion with an appropriate person to check if the right products are being sold.
- KPI’s represented in CFO dashboard would be a derivative of Corporate and Retail KPI’s but we have indicated some of the KPI’s that a CFO is concerned about, we are looking for your thoughts on how these can be represented in a visualization?
- Profit & Loss
- Financial Position
- Net Interest Margin Ratio
- Cost Income Ratio
- ROAE
- LDR- Loans to Deposit Ratio
- NPA (+90 days past due/ assets)
04 Corporate Finance KPI’s (choose only 5 - 6 KPIs)
Below are some of the KPI’s at a corporate level, show us how these can be visualized
- Return on Equity
- Loan Growth
- Deposit Growth
- Loan/Deposit Ratio
- Efficiency Ratio/ Productivity Ratio
- Capital Ratio
- ROA
- Credit Quality
- Asset Yield/NIM
- Fee Income
- Cost to Income Ratio
- Shareholder’s KPI’s
- Net Economic Profit
- Revenue Growth
- Credit Losses
05 Retail Finance KPI’s (choose only 5 - 6 KPIs)
- At a retail level, customer need to be added as one of an important dimension
Below are some the KPI’s at a retail level, show us how these can be visualized
Income KPI’s
- Non-interest income level
- Gross Profit
- Interest Spread
- Fee income level
Investment return KPI’s
- Return on capital employed
- Return on operating capital
Interest margin KPI’s
- Profit margin
- Operating margin
- Interest margin
Cost KPI’s
- Cost to asset ratio
- Overhead cost ratio
- Cost to income
Expense & Efficiency KPI’s
- Operating Exp to Client Balance Ratio
- Cost Income Ratio (CIR)
Risk KPI’s
- Value at risk
- Capital adequacy ratio
Profitable KPI’s
- Return on Equity (ROE)
Sales KPI’s
- Sales by Product
- Sales by Region
- Sales by Cust Segment
- Cross/Upsell vs New Acquisitions
- Forecast vs Actual Sales
- Average Revenue per Customer
- Product per Customer
Customer KPI’s
- CS Rating
- Customer Churn/Attrition Rate
Employee KPI’s
- Employee Engagement Score
- Employee Productivity Score
Company assets KPI’s
- Non-performing asset
- Reserve requirement
- Return on average assets
Important:
- Keep things consistent. This means all graphics styles should work together.
- All of the graphics should have a similar feel and general aesthetic appearance.
- Focus on User Experience / how the user interacts within the dashboard.
MarvelApp Prototype
- We need you to upload your screens to the Marvel App
- Please send your Marvel app request to csystic@gmail.com (Challenge Copilot)
- You MUST include your Marvel app URL in notes /comments while uploading (in your marvel app prototype, click on share and then copy the link & share it within your notes while you upload).
Target Audience
- CFO, Retail & Corporate Finance Heads
Judging Criteria
- How well you plan the user experience and capture your ideas visually.
- Cleanliness of your graphics and design.
- Overall design, UI and user experience.
- Consistency across the UX/UI
Submission & Source Files
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
- Submit JPG/PNG for your submission files
- Submit Marvelapp as part of your submission.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop, Illustrator, XD, or Sketch!
Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.