What type of Reporting Can I Find in the Personas Dashboards?

There are two unique dashboards found within Strum Platform that are specific to custom Personas, built in the Persona Builder. Both dashboards - Persona-Summary Dashboard and Persona-Profile Dashboard - are located within the Personas Chapter.

Personas-Summary Dashboard

The Personas-Summary dashboard provides users with immediate insights into their custom Personas that are created within the Persona Builder. The dashboard’s visuals quickly bring to light commonalities and differentiations across Personas, as well as those members outside of any defined Personas, with its side-by-side comparisons. With Personas-Summary insights, users can easily see patterns among Personas, assisting in identifying opportunities and quick wins to grow organically. In addition, findings within the dashboard can help shape specific Persona-based customer journeys to more effectively communicate and market to individual segments in a relevant way. Key insights include comparative age, tenure, credit tier, income range, balance segment and profit tier make-up of the custom Personas as well as product penetration across specific products, product groups and service groups.

Personas-Profile Dashboard

While the Personas-Summary dashboard provides users a comparative view of all Personas, its complementary Personas-Profile dashboard – also found within the Personas Chapter - allows a deeper dive into each unique Persona or aggregated selection of Personas. Its visuals make it easy for users to share a state-of-the-Persona with leadership, assisting in a deeper understanding of how each Persona utilizes the institution. As with all of Strum Platform’s dashboards, users can dynamically select a sub-set of the Persona to perform more comparative analysis and visualize key opportunities.