Member Analytics Dashboard

Executive Summary

Overview

A real-time analytics dashboard that provides executive visibility into credit union member growth, attrition, and channel performance across digital banking and traditional branch operations.

Key Features

📊Executive Metrics Dashboard

• Total Members - Current membership count with growth trends
• New Acquisitions - Quarterly member onboarding by channel
• Attrition Rate - Churn percentage with period-over-period comparison
• Digital Adoption - Percentage of members using digital channels

📈Interactive Visualizations

• Growth Trajectory - Quarterly trends comparing digital vs. branch acquisitions
• Attrition Analysis - Channel-specific retention and churn metrics
• Channel Performance - 12-month member distribution trends
• Activity Breakdown - Detailed engagement metrics by channel

🔍Dynamic Filtering

• Time Periods - Quarterly and annual views (Q1 2024 - Q4 2025)
• Channels - Digital banking, branch operations, or combined view
• Member Segments - New (<1 year), established (1-5 years), loyal (5+ years)

Technical Architecture

Infrastructure

• Platform: Containerized using Docker
• Backend: Python/Flask with RESTful API
• Frontend: Responsive HTML5/CSS3/JavaScript
• Visualizations: Chart.js
• AI Agent: Conversational interface for natural language queries
• PDF Export: Client-side dashboard export with html2canvas and jsPDF
• Security: HTTPS enabled, health monitoring configured

Scalability & Performance

• Horizontal scaling ready
• Auto-deployment on code updates
• Built-in monitoring and alerting
• Health check endpoints for uptime tracking

API Endpoints

GET /api/metrics                    - Aggregated metrics
GET /api/charts/growth              - Growth trajectory data
GET /api/charts/attrition           - Attrition analysis
GET /api/charts/channel-comparison  - Channel performance
GET /api/activity-table             - Detailed breakdown

All endpoints support filtering via query parameters.

Current Limitations (Prototype)

Next Steps for Production

Phase 1: Data Integration (1-2 weeks)

• Connect to production database (PostgreSQL/Snowflake)
• Implement data warehouse queries
• Add real-time data refresh
• Validate metrics against existing reports

Phase 2: Security & Access (1 week)

• Implement SSO/authentication
• Configure role-based access control
• Set up audit logging
• Configure custom domain

Phase 3: Enhancement (2-3 weeks)

• Add predictive analytics (attrition forecasting)
• Implement cohort analysis
• Add export capabilities (PDF/Excel)
• Create scheduled email reports
• Add drill-down capabilities

Business Value

Operational Benefits

• Real-time Visibility - Immediate insight into member trends
• Data-Driven Decisions - Quantify channel performance
• Early Warning System - Identify attrition trends before they escalate
• Resource Optimization - Allocate resources based on channel ROI

Strategic Benefits

• Digital Transformation Tracking - Monitor adoption rates
• Channel Strategy - Compare digital vs. branch effectiveness
• Member Lifecycle Management - Understand retention patterns
• Executive Reporting - Consolidated view for leadership

Investment Required

Infrastructure Costs

Development Effort

• Database Integration: 40-60 hours
• Authentication/Security: 20-30 hours
• Production Hardening: 20-30 hours
• Custom Enhancements: Variable

Questions for Discussion

1. Data Sources: Which databases/systems should we integrate with?
2. Access Control: Who needs access and what permission levels?
3. Metrics: Are there additional KPIs you'd like to track?
4. Segments: Beyond new/established/loyal, what cohorts matter?
5. Timeline: What's your target date for production launch?
6. Integrations: Any existing BI tools we should connect to?

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