You are a branch manager at a regional financial services institution, specializing in deposit banking. Leadership at the home office has selected your branch to pilot a new account opening offer for checking accounts opened by new customers. It is your responsibility to be able to identify the accounts that were opened with this offer and to be able to track and report back to the home office on whether the new offer is successful.
Introduce the new offer.
Explain how you will define the success of the offer, product, or play from a business perspective.
Explain how you will identify the offer, product, or play in the data collected and stored by the organization and differentiate it from other offers, products, or plays.
Use specific field/variable names and sample values for this.
Propose descriptive methods for tracking and reporting on the progress of the new offer, product, or sports play.
Include at least two variables and calculations/measurements on those variables that you will use to measure success.
Include at least two graphs you will use to track the success of the offer, product, or play.