Preparing for Analysis and Measuring Success

Option A
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.
Examples of some measurements that are used for measuring and tracking account openings are provided in the Friedrichs (2013) article located in the Resources. Please note that the example in the article is for mobile and digital account openings, but it should give you a starting point for thinking about how you might track and report on new accounts opened under your specific offer.

Requirements
For the option you choose, prepare a report to articulate how you will execute your task. The report will be reviewed by all stakeholders.
In the report:
Introduce the new offer (A), product (B), or sports play (C).
Describe what a leader must consider in applying analytics to the offer, product, or play.
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.