DASH <PROJ> · FINTECH, REVENUE-BASED FINANCING

Pricing & Portfolio Dashboards

Wayflyer's global pricing and returns reporting, by cohort, industry, location and deal economics.

2) FA · KEY FACTSDASH

Result: ▲ DAYS → INSTANT
Role: Product owner: led design and delivery
Time: 6 mo
Stack: Tableau

3) PROBLEMWHY

Teams across operations, risk and commercial needed returns and pricing data they could trust and explore themselves. Reporting relied on manual requests and took days.

4) WHAT I DIDHOW

01Gathered requirements from business operations, risk and commercial stakeholders.
02Designed and built interactive Tableau dashboards for returns by cohort, with drill-down to deal level.
03Built portfolio analysis by industry, geography, deal owner and deal economics.
04Led the transition of portfolio data for the team and set up processes to maintain the dashboards.

5) OUTCOMERESULT

▲Reporting cycles cut from several days to instant access.
▲Operations and commercial teams could make financing decisions without waiting on data requests.

6) RELATEDNEXT: OPSX <GO>

LSE LSE Data Analysis CapstoneA six-hour assessment: analyse a dataset, design the visuals, explain the trends.▲ TOP MARKS VCTR VECTORStructured problem-solving engine: structure, evidence, diagnosis, value, challenge, decision.▲ IN BUILD MSG LUKE <GO>