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Data Analytics Case Study Template

This document outlines a data analysis process to improve a metric for a group of agents. It includes sections for problem statement, data analysis timeline and tools used, results and trends found from the analysis, and next steps in the form of a SMART action plan to track improvements.

Uploaded by

Sandeep Madugula
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© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PPTX, PDF, TXT or read online on Scribd
92 views4 pages

Data Analytics Case Study Template

This document outlines a data analysis process to improve a metric for a group of agents. It includes sections for problem statement, data analysis timeline and tools used, results and trends found from the analysis, and next steps in the form of a SMART action plan to track improvements.

Uploaded by

Sandeep Madugula
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

PROBLEM STATEMENT/OBJECTIVE

*Refer to Step 1!

improve x for y agents

1
DATA ANALYSIS
*Refer to Step 2 + 3!

• DATA ANALYSED – KPI/METRIC • TOOLS USED – charts, sorting, filtering,


gathered conditional formatting, pivot table and
• TIMELINE – range of date that charts
encompasses the data gathered
Ex: From Jan – Mar

2
RESULTS & INTERPRETATION
*Refer to Step 2 + 3!

TABLE/CHART/GRAPH TRENDS/PATTERNS FOUND

3
NEXT STEPS/SMART ACTION PLAN
Refer to Steps 4 & 5! What actions will you take & how will you track them?

S M A R T

• ITEM • ITEM • ITEM


1 1 1 • ITEM • ITEM
• ITEM • ITEM • ITEM 1 1
2 2 2 • ITEM • ITEM
• ITEM • ITEM • ITEM 2 2
3 3 3 • ITEM • ITEM
3 3

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