Insurance Claims Tableau Dashboard Example

Summary View:

• KPI Cards: Each card shows the current year’s value, year-over-year change, and the previous year’s value. 
• Average Cost Per Claim: This section of the dashboard shows the variance between the national average cost per claim and the regional average cost per claim. Years, where the regional average is above the national average, are colored orange.
• Loss Ratio:This chart shows the current value vs the previous year’s value by region. Orange indicates the current year’s ratio is higher than the previous year.
• Days to Settle, Retention Rate and Satisfaction Score: These three sections show each measured value against a user-selected target. Targets can be adjusted by clicking on the target icon and typing a value. The user can also toggle between and region or state level of detail. Regions/States not meeting the defined target are colored orange.

State View:

• Demographics Panel: This section of the dashboard shows the distribution of each demographic across the selected state.
• State Performance Panel: This section displays one of the previous KPIs’ performances on the state level.  The colored bar indicated the percentile the selected state falls under for the metric: top, middle, or bottom third which provides the user with a quick indicator of the state’s performance. Each panel shows the national ranking and region ranking of the state, current value, year-over-year change, and previous year’s value. Lastly, a five-year trend line chart shows the state’s average vs. the national average.