Construction Finance Portfolio Insights

I re-envisioned Rabbet's Portfolio Insights to help customers forecast future funding needs by analyzing historical project data and ensure their project financials are staying on track.

28.7% increase in unique users

47.6% increase in page visits

67.7% increase in # of sessions

Enhance utility, clarity and actionability

Offer high-level tracking with drill-down capabilities for issue investigation. Ensure insights are visual, actionable, and easy to grasp at a glance.

Provide a snapshot of key portfolio metrics (e.g., budget, schedule) to identify issues and guide users to the next action for resolution.

Direct users to relevant, filtered content for faster, more focused decision-making.

Increase awareness of supporting features