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📊 Insurance sales KPI dashboard (Plotly Dash): conversion funnel visits→quotes→policies, revenue & time-to-conversion KPIs

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📊 Insurance Sales KPI Dashboard

Interactive Plotly Dash dashboard for an insurance company's sales funnel: from first website visit to sold policy — conversion, revenue, discounts and time-to-conversion in one view.

Funnel preview

50,229 visits → 5,767 policies (11.5% end-to-end conversion) — real numbers from the dataset.

📈 What it tracks

KPI Definition
Conversion rate Share of contacts that bought a policy
Policies sold Total converted customers
Avg premium Mean premium of converted customers
Total revenue Sum of premiums from converted customers
Avg discount Mean discount applied across quotes
Time to conversion Days from first contact to purchase

The centerpiece is a funnel chart (website visits → inquiries → quote requests → policy purchases) with stage-to-stage conversion percentages.

🗂 Contents

File Purpose
app.py Dash application (KPI cards + funnel + breakdown charts)
sber.ipynb Analysis notebook behind the dashboard design
insurance.csv Customer-level dataset (conversion status, premium, discounts, funnel counters)

🚀 Run

pip install dash pandas numpy plotly
python app.py

Then open http://127.0.0.1:8050.


Part of my Data Analyst portfolio → @alihosseinabadi

About

📊 Insurance sales KPI dashboard (Plotly Dash): conversion funnel visits→quotes→policies, revenue & time-to-conversion KPIs

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