Data Explorer

Overview

Data Explorer is an add-on module to PrecisionLender that brings together data, BI tools, and PL advisory to empower you with deep insights. Going beyond self-service reporting and dashboarding, Data Explorer enables planning, deployment and tracking of pricing strategy.

Data explorer provides FIs with simple tools to:

• Explore the breadth of their pipelines or portfolio with ready-made templates without wasting time moving or organizing data.
• Slice and dice across regions, business lines and multiple other dimensions specific to how they evaluate their business.
• Dig into the data and find the reasons for a specific trend without leaving their report/dashboard.

How does Data Explorer differ from PowerBI, Tableau, and other bespoke analytics tools?

Data explorer is embedded within PrecisionLender and is not a bespoke analytics tool. It does not differentiate licensing for creators and users therefore, FIs can have as many creators as they want. This solution gives you the ability to customize your reporting and manage your own dashboards without needing an expert to create new content. You are also able to freely drill down without needing to download data and use excel to find answers.

Key benefits of Data Explorer

• Time to value - 3 weeks to value compared to 3 or 9 months with other tools.
• Industry leading BI capabilities embedded within the PL application.
• No IT team dependencies on building and maintaining analytical content.
• Access to curated datasets - 90% of data transformation is already done.
• Data governance and security built in - based on PL's security and role-based access.
• PL hosted infrastructure - auto scaling for performance and availability.
• Data Explorer is the only readily available source for trending data around profitability at all levels - accounts, relationships, and portfolios.

Data Explorer Dashboard

'My Dashboard' is the landing page of Data Explorer.

Search

This search interface allows you to find content that has already been created, giving you the ability to explore first without duplicating work. The search results will display answers or liveboards that match the search criteria. Search terms can include names of metrics, answers, or liveboards.

Search provides you with an intuitive way to find metrics and provides for a guided report making experience. Simply start typing metrics the names of metrics or fields you wish to report on and the system will provide suggestions. After selecting 'Go', Data Explorer provides a ready made visualization of the metrics for the you to review.

You have the ability to edit the properties of the visualization, the metrics and aggregations, and add conditional formatting to the charts using the customization features. You can also save answers to your library for easy reference and add them to liveboards to make them easily referenceable in a dashboard.

Watchlist

The watchlist contains a list of KPI metrics that have been added either by a user or by an analyst and/or creator for tracking. Each user also has the ability to add KPIs to the watchlist by selecting the Add KPI option.

Reports and Dashboards

This section provides access to Answers and Liveboards for the user. Users are able to filter their list of answers and liveboards by three basic attributes: tags, authors, or favorites.

The following liveboards will be available to all clients, regardless of size, by default:

PrecisionLender User Metrics

This is a liveboard exploring the various engagement metrics of users within PrecisionLender. It uses the underlying data from User Logins and has reports such as Weekly Logins and Users with total counts vs. unique counts, total weekly and monthly logins, and users that haven't logged in recently. It then breaks down pricing activity, such as opportunities created per month and per user, as well as those that include multiple scenarios, other fees and deposits. The last tab looks at Andi Activity and includes visualizations for data such as total count of actions by month and skill and distinct use impressions.

Pricing Pipeline Snapshot

This is an executive summary of key pipeline metrics. It is broken out into 4 sections: Pipeline KPIs, Floating Rate KPIs, Fixed Rate KPIs, and Fees Incidence. This includes visualizations such as loan and deposit amounts, and by stage and by month. It also includes ROE and target comparisons. This summary breaks down common KPIs (Spread over Base COF, Origination Fee Lift, Risk Adjusted NIM, ROA, ROE, and Equity) per opportunity stage. Additionally, it looks at average spread, loan loss reserve, NIM over time, and more.

Portfolio Snapshot - Template

This liveboard includes a variety of KPIs, yields and spreads, and ROE breakdown. Primarily, the data is broken down annually.

Tables and Worksheets

Tables refer to the raw tables that you have access to through ThoughtSpot.

Worksheets represent the curated data models that include logical and mathematical improvements made to the tables that are available in Data Explorer. Primarily, our worksheets will have the same purpose as their associated tables, they are simply a cleaned up version that we will continue to update and maintain.

These worksheets, however, may have common PrecisionLender formulae that we have completed to make data analyses easier on clients and prevent them from having to determine and create the correct formula.