Written Assessment – Round 1 Name:

Date:

The following dashboard shows the balances and accounts for various products for a Leading Bank.

- Credit Card
- Home Equity
- Mortgage
- Personal Lines and Loans
- Student Loans

Measurement

- Accounts ( No. of Units)

- Balances (Dollars)
*The numbers do not represent Wells Fargo Numbers.

Questions

1. Perform conceptual analysis of Trend and provide a conclusion about the forecasted values for various products.
2. Why are the forecasts for Student Loan portfolio high is Aug and Sept. Elaborate your thoughts
3. Which product has the most accurate prediction? Justify you answer.