Our Claim Settlement KPI Dashboard in Excel is a ready-to-use tool designed to help businesses track, analyze, and optimize their claim settlement process. This data-driven dashboard provides real-time insights into key performance indicators (KPIs), allowing you to improve efficiency, reduce claim processing time, and enhance overall performance. Whether you are in the insurance sector or financial management, this dashboard offers a structured approach to monitor and evaluate claim settlements effectively.
Key Features of the Claim Settlement KPI Dashboard
User-Friendly Navigation
- The Home Sheet includes six buttons for easy access to all sections.
Comprehensive Dashboard View
- The Dashboard Sheet provides a real-time overview of MTD and YTD claim settlement metrics with conditional formatting indicators.
Interactive KPI Trend Analysis
- The KPI Trend Sheet allows you to track MTD and YTD trends for each KPI with customizable drop-down selections.
Actual & Target Data Entry
- Dedicated sheets for Actual Numbers Input, Target Setting, and Previous Year Data to ensure accurate performance tracking.
Customizable KPI Definitions
- The KPI Definition Sheet stores details like KPI group, unit, formula, and performance type (Higher or Lower is Better).
Automated Comparisons
- Compare Actual vs. Target and Previous Year values effortlessly with up/down trend indicators.
Fully Editable & Scalable
- The dashboard is customizable to fit your organization’s specific claim settlement KPIs.
