💳 Credit Card Financial Dashboard

Project Name :-

Credit Card Financial Dashboard Using Power BI

Description :-

• 💼 The Credit Card Financial Dashboard is a comprehensive Power BI project designed to analyze credit card financial performance, customer demographics, expenditure trends, and transaction insights. This dashboard enables financial teams and business leaders to monitor key performance metrics and make data-driven decisions to enhance revenue, customer retention, and operational efficiency.

• 📈 The dashboard provides real-time analytics on revenue growth, transaction behavior, interest earnings, and customer segmentation. With dynamic filters and interactive visuals, users can drill down by expenditure category, gender, age group, area, card type, and education level to uncover actionable insights.

• ⚙️ The dashboard includes trend analysis for weekly and quarterly performance, supporting forecasting and strategic planning for credit card business operations.

Technologies Used :-

• Advance Excel 👨‍💻 • SQL Database 🗄️ • Power BI 📊 • DAX Functions ➕ • Data Modelling

Dashboard Content :-

Key Performance Indicators (KPIs):

• Total Revenue: $55.4M • Total Interest Earned: $7.9M • Total Transaction Amount: $45M • Total Transaction Count: 657K • Customer Count Growth: Increasing trend

Visualizations:

1. Revenue Insights by Category
   A detailed analysis of revenue distribution based on expenditure type, education level, and card category.

2. Customer Demographics (Bar & Donut Charts)
   Insights by gender, age groups, and geographic data using drill-down filters.

3. Transaction Patterns & Performance
   Transaction count, total transaction amount, peak transaction time, and expenditure categories.

4. Weekly & Quarterly Trend Analysis
   Week-over-week and quarter-over-quarter revenue and transaction comparisons.

5. Card Category Performance
   Performance overview across card categories — Blue, Silver, Gold, and Platinum.

6. Geo Revenue Distribution
   Top-performing states contributing highest revenue.

Key Features :-

Financial Metrics

• Total Revenue: $55.4M • Total Interest Earned: $7.9M • Total Transaction Amount: $45M • Transaction Count: 657K

Customer Insights

• Gender Distribution: Male ($29.6M) vs Female ($25.8M) • Top States: TX, NY, CA contributing 68% of revenue • Card Categories: Blue (93% transactions), Silver, Gold & Platinum • Age Group: 30-40 shows the highest revenue contribution

Performance Tracking

• Quarterly revenue & transaction trends • Weekly performance comparisons • Customer acquisition cost by card type • Revenue by expenditure category

Technical Implementation :-

Data Pipeline

• Data Preparation: CSV file preparation • SQL Database: Table creation and data import (10,108 records) • Power BI Integration: Data modeling & visualization

DAX Queries / Measures

• Age Groups: 20-30, 30-40, 40-50, 50-60, 60+ • Income Groups: Low (<$35K), Medium ($35K-70K), High (>$70K) • Revenue Formula: Annual fee + Transaction amount + Interest earned • Weekly Performance: Current vs previous week data comparison

Overview :-

Dashboard