Claims Operations · Tableau
Which claim types should an operations team review first? This independent study compares the open inventory by claim type and highlights cases outstanding for more than 60 days.
Of the 286 claims open at year-end, 118 had been open for more than 60 days. Liability had the largest aged backlog (53 claims).
Click image to enlargePricing & Customer Activity
Monthly review of average price, active customers, and customer growth. KPI cards show the current month alongside six-month pricing and activity trends.
Click image to enlargeMonthly Program Participation
Monthly participation totals with a program comparison and separate trend lines for mentoring, skills training, and outreach.
Click image to enlargeSales, Pricing & Revenue Performance
Revenue and sales volume KPIs, monthly revenue trends, and category-level variance analysis. The detail table reconciles current and prior-month revenue with the dollar change.
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