Construction Finance Portfolio Insights
Samantha Ingram
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.
Rabbet's Portfolio Insight Tool
Meaningful Impact
28.7% increase in unique users
47.6% increase in page visits
67.7% increase in # of sessions
Problems to Solve
Enhance utility, clarity and actionability
Portfolio to Project Insights
Offer high-level tracking with drill-down capabilities for issue investigation. Ensure insights are visual, actionable, and easy to grasp at a glance.
Quick Insights + Action
Provide a snapshot of key portfolio metrics (e.g., budget, schedule) to identify issues and guide users to the next action for resolution.
Streamlined Decision Making
Direct users to relevant, filtered content for faster, more focused decision-making.
Increase Feature Awareness
Increase awareness of supporting features
Lender view: Help customers forecast future funding needs by analyzing historical project data
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Posted Jan 3, 2025
Increased # of Unique Users by 28.7%, and Page Visits by 47.6% with re-envisioned Construction Finance Insights, helping projects stay on time and budget
