Bank – Product Dashboard

What is a Product Dashboard for Banks? Product Dashboards are considered operational analysis tools and are used by executives and product managers to monitor KPIs across regions and revenue categories. Some of the main functionality in this type of dashboard is that it enables monitoring of metrics across five different areas, including: 1) Geographic map with revenue by branch, 2) Revenue distribution by product, such as: capex loans, home loans, debt restructuring, commercial property loan, credit cards, vehicle financing, 3) Declined versus approved loans by branch, 4) Default amount by branch, and 5) Default amount by product. You find an example of this type of dashboard below.

Purpose of Financial Product Dashboards Banks use Financial Product Dashboards to give leaders a real time snapshot of the health of the business across their product lines. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its product strategies, and it can reduce the chances that poor visibility to performance results in slower or sub-optimized decisions.

Who Uses This Type of Dashboards? The typical users of this type of dashboards are: Executives, CFOs, product managers. Other Reports Often Used in Conjunction with Financial Product Dashboards Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Financial Product Dashboards, along with detailed product revenue and loan default reports, corporate dashboards, consolidated and branch-level profit & loss reports, balance sheets, cash flow statements, detailed operational 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 – Product Dashboard in Solver? The Bank – Product 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? Finance leaders at banking organizations — including CFOs, finance managers, and bank executives — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

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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