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Sycamore Data & BI Request Intake Form
Request Intake Form
Request Title
Request Type
Full Name
Email Address
Team / Department
What are you trying to achieve?
What specific data or metric do you need?
Is there an existing report/dashboard this relates to?
How often do you need this?
How should this be delivered?
When do you need it by?
Additional Context or File Upload
Does this request support a larger initiative or goal?
Spool of customers’ wallet balances
Report
Olalekan Akande
olalekan.akande@sycamore.ng
Internal Control
Suspicious Balances
All customers wallet balances
No
Daily
Metabase Dashboard
As soon as possible
nil
Fraud mitigation
Financial Fair Data Points
Dashboard
Ireoluwa Akinrinola
ireoluwa.akinrinola@sycamore.ng
Marketing
I want to analyse the impact of the marketing efforts towards the Financial Fair
Name of each user, The date account was created, Amount in wallet, Amount Saved, Amount Invested, Tier, Date Range (15th to 25th October),Referral code used to join, Last Transaction date, Last transaction type (investment, Loan, Savings, etc), Last transaction amount, Email, Phone Number.
Relates to “Users who signed up by date”
Yes (please provide link or name)
One-time
Metabase Dashboard
Tomorrow, It is urgent because, Mo needs it to make report for the Financial Fair event
None for now
Yes, We need it to make the reports for the Financial Fair Event
Detty December Final Attempt
Dashboard
Ireoluwa Akinrinola
Marketing
Trying to incentivise participants in the challenge to encourage them complete the savings plan
We will like to get what percentage of their target they have saved using calculations, since we have their Expected Target amount and the current balance, can we have a column that shows the percentage of savings they have reached and it should be filterable so I can extract the data to make the necessary marketing actions
Yes (please provide link or name)
One-time
Metabase Dashboard
Tomorrow, It is urgent because the challenge is ongoing and we are almost halfway into the challenge whilst we had promised them to incentivise them along the way
The last report you gave wasn’t a dashboard and so I could not analyse the data.
Yes, it supports the Detty December challenge
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