Conversion Optimization Dashboard
Insurance Acquisition Funnel Analysis
Business dashboard analyzing acquisition, conversion, retention, and revenue funnels — contributing to 8% conversion rate improvement.
SQLPythonExcelPower BI
8%
Conversion Lift
6+
Funnel Steps
Power BI
Tool
Problem Statement
Insurance acquisition funnel had significant drop-offs with no clear visibility into where users were abandoning the conversion journey.
Architecture
SQL extraction from transactional databases, Python for behavioral analysis, Power BI dashboards for stakeholder reporting.
Database
SQL Server and Excel datasets with customer acquisition and conversion records.
Solution
Built funnel analysis dashboards identifying drop-off points and user behavior patterns, enabling targeted optimization strategies.
Key Queries
- Multi-step funnel conversion queries
- User behavior path analysis queries
- Acquisition channel performance queries
Dashboards Built
- Acquisition funnel dashboard
- Conversion rate trend panel
- Channel performance comparison
Business Insights
Identified top 3 funnel drop-off stages
Revealed high-converting acquisition channels
Enabled data-backed conversion optimization
Challenges
- Mapping complex multi-step user journeys
- Reconciling data across multiple sources
- Translating funnel metrics to business actions
Future Scope
- Real-time funnel monitoring
- A/B test integration for funnel steps
- Predictive conversion scoring
Features
Multi-step funnel visualizationDrop-off point identificationChannel attribution analysisConversion trend tracking