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Product KPI Report for Credit Unions
Purpose of Product Reports Credit Unions use Product Reports to give leaders a detailed and summary view of performance across product offerings and branches. When used as part of good business practices in Executive-, Loan- and Financial Planning & Analysis (FP&A) departments, a company can improve its product strategies and profitability, and it can reduce the chances that decisions are being made without a near real-time picture of key product performance metrics.
Example of a Product Report Here is an example of a Product KPI Report with metrics for applications, approvals, declined customers and defaults as well as actual to budget comparisons.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from loan management software and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
To learn more, visit the Resource Library.
TAGS: Reporting, Planning, Forecasting, Analysis, Budgeting, CPM, KPIs, ERP, Industry, Financial Reporting, Template Library
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