Financial Dashboard Examples
Lead Scoring
RXA helped an investment company with a Lead Scoring use case. Our team implemented data science models to assign a value (or score) to a lead (or sales opportunity) to determine the likelihood of a successful conversion and the estimated value associated with the expected transaction. The higher the lead score, the higher chance the lead will make a significant purchase in the short term, the higher the priority of the contact management tasks associated with the lead.
Expansion Analysis
RXA was brought in to help a financial department evaluate the viability of an expansion opportunity. Using Domo AutoML, the client’s internal data, and external control data, the team built a dashboard that reports on the competitive landscape and financial capabilities of the firm, ultimately providing recommendations on when and where to expand.
Balance Sheet
RXA worked with a company to recreate their monthly Balance Sheet in Domo. The team created a dashboard that visualizes Cash and Debt Management, Working Capital Management, and Accounts Receivable over time, as well as a detailed Balance Sheet.
