Bank – Executive Dashboard

What is an Executive Dashboard for Banks? Executive Dashboards are considered interactive decision-making tools and are used by senior leaders to monitor trends and benchmark financial KPIs across bank branches. Some of the main functionality in this type of dashboard is that it provides financial analysis from nine different perspectives: 1) Actual and budget revenue by branch, 2) Monthly actual and budget revenue trend, 3) Top five branches by revenue, 4) Actual and budget expenses by branch, 5) Monthly actual and budget expense trend, 6) Top five branches by expenses, 7) Actual and budgeted profit by branch, 8) Actual and budget monthly profit trend, and 9) Top five branches by profit. You find an example of this type of dashboards below.

Purpose of Executive Financial Dashboards Banks use Executive Financial Dashboards to give their leaders an easy way to monitor top level financial KPIs and to do comparisons across their business units. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a company can improve its strategies and resulting financial results, and it can reduce the chances that senior leaders have to delay decision-processes due to lack of clear, real time metrics.

Who Uses This Type of Dashboards? The typical users of this type of dashboards are: Executives, board members, CFOs. Other Reports Often Used in Conjunction with Executive Financial Dashboards Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with consolidated and branch-level profit & loss reports, balance sheets, cash flow statements, detailed operating dashboards, and other management and control tools.

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 xFP&A solutions.

Built for banking finance teams and aligned with Solver's xFP&A platform, this Solver dashboard template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Bank – Executive Dashboard in Solver? The Bank – Executive Dashboard is a pre-built xFP&A dashboard template in Solver designed for banking organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for banking finance workflows.

Who uses this Solver dashboard template? Cfos, finance managers, and bank executives in banking organizations rely on this Solver dashboard template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Core banking systems and loan management platforms are also supported as data sources. Once connected, the template updates in near real-time with no manual data entry required.

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