An interactive internal tool built in Retool designed to understand customer behavior, identify churn risk, and provide recommendations for targeting at risk properties. This project demonstrates high-level proficiency in data transformation, state management, and custom data visualizations.
- Dynamic Data Ingestion: Users can upload raw CSV files
- Interactive Risk Matrix: A scatter plot that categorizes clients into "High Risk" vs. "Stable" based on conversion and adoption thresholds.
- Custom Intelligence Tooltips: Multi-line HTML hover states providing granular data insights (Property Name, Adoption %, Conversion %) without UI clutter.
- Context-Aware UI: The dashboard titles, legend names, and color schemes update dynamically based on the selected risk profile.
- Platform: Retool
- Core Logic: JavaScript, SQL
- Upload Data: Use the File Input to upload a CSV containing client engagement metrics.
- Select Filter Mode: Use the "Churn Risk" dropdown to toggle between:
- Low Adoption Risk (<30%)
- Low Conversion Risk (<20%)
- High Risk (Both Metrics Low) - (Implemented with
ANDlogic)
- Inspect Outliers: Hover over any red dot on the scatter plot to view detailed property data for deeper investigation.
- View Takeaways: Recommendations provided regarding next actions to minimize risk of churn along with insights about proportion of impacted properties.
- Clear Filters: Use the "Reset" button to return to the full dataset view.