Portfolio · Excel Projects

Advanced Excel
Analytics

Financial dashboards, customer analytics and portfolio risk modelling using Microsoft Excel and Power Query.

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📈 Customer Attrition Dashboard

Excel · Power Query · Advanced Analytics

Customer Attrition & Engagement Risk Dashboard

An Excel-based banking analytics project analysing how digital engagement, product ownership, and transaction behaviour drive customer churn and revenue risk across a simulated retail banking portfolio of 10,000 customers.

Key Insight

Digitally inactive customers churn 12.6pp higher than active customers — exposing KES 186M in revenue at risk. Customers with 3+ products show 85.9% churn, indicating severe product–customer misalignment.

Excel Power Query Pivot Tables Churn Analysis Value at Risk Dashboard
↓ Project Report ↓ Presentation ↓ Excel File
🏦 Loan Portfolio Risk Analysis

Excel · Advanced Formulas · Portfolio Analytics

Retail Banking Loan Portfolio Risk & Performance Analysis

An advanced Excel modelling project analysing a simulated retail banking loan portfolio of 2,000 loan records across multiple branches, products, and borrower profiles — evaluating credit risk exposure, lending concentration, collateral coverage, and portfolio yield.

Key Insight

Mortgage loans dominate at 73% of total exposure. Nyeri branch holds the largest portfolio at ~KES 1.9B. Karen and Kisumu show the highest default exposure — indicating concentrated credit risk in those regions.

Excel SUMIFS VLOOKUP Portfolio Risk Collateral Coverage Branch Analysis
↓ Project Report ↓ Excel File