This project involves the creation of a dynamic and interactive Credit Card Financial Dashboard using Power BI. The goal is to help stakeholders monitor credit card revenue, transaction behavior, customer demographics, and overall financial performance.
| Tool | Purpose |
|---|---|
| Power BI | Dashboard design and visual analytics |
| Excel | Initial data cleaning and formatting |
| MySQL | Data extraction and transformation |
A credit card company wants to:
- Analyze revenue and interest earned from different card categories
- Track transaction types and trends over quarters
- Understand customer behavior based on demographics (age, gender, education, etc.)
- Identify high-value customer segments and target marketing effectively
- Total Revenue: 55.3M
- Total Interest Earned: 7.8M
- Total Transaction Amount: 44.5M
- Customer Count: 655.7K
- Revenue and transaction volume remained consistent across Q1–Q4.
- Q3 recorded the highest transaction volume (14.2M).
- Businessmen contribute the highest revenue (17M).
- White-collar and self-employed follow closely.
- Graduates dominate with the highest revenue share (22M).
- High school and post-graduate groups follow.
| Card Category | Revenue | Transaction Amount | Interest Earned |
|---|---|---|---|
| Blue | 46.1M | 36.9M | 6.5M |
| Silver | 5.6M | 4.6M | 812K |
| Gold | 2.5M | 2.0M | 374K |
| Platinum | 1.1M | 953K | 161K |
- Swipe: Highest transaction value (35M)
- Chip & Online: 17M and 3M respectively
- Age Group 30–40 has the highest revenue (14M)
- Revenue is higher among Females (30.2M) vs Males (25.1M)
- Married customers contribute slightly more than singles
- Top States by Revenue: CA, TX, FL, NY, NJ
📁 CreditCard-Financial-Dashboard/
│
├── 📂 Data/
│ └── credit_card_data.xlsx
├── 📂 PowerBI/
│ └── credit_card_dashboard.pbix
├── 📂 Images/
│ └── dashboard_preview.png
└── README.md
- Focus marketing on Blue card holders, as they drive ~83% of revenue.
- Encourage higher card usage among professionals aged 30–40.
- Improve offerings for Silver and Gold customers to boost upgrades.
- Promote chip and online payment channels to reduce operational costs.
- Segment campaigns by education level and income group for better targeting.
This dashboard offers a 360-degree view of credit card usage and customer trends. It enables better financial decision-making, targeted marketing, and product optimization for credit card companies.
"From swipe to strategy — visualizing credit card insights with Power BI."
- 📧 Email: banotheaman@gmail.com
- 💼 LinkedIn: Aman Banothe