Credit Union – Branch Balanced Scorecard

What is a Balanced Scorecard? Balanced Scorecard Reports are considered KPI tools and are used by executives and managers to measure branch performance. Some of the main functionality in this type of strategic report is that it presents a total score per credit union branch based on a series of strategic KPIs. These include: Loan measures, Shares measures, Profitability measures, FTE measures, and Member measures. You find an example of this type of strategic report below.

Purpose of Balanced Scorecard Reports Credit Unions use Balanced Scorecard Reports to give leaders a tool to measure the success of their branches in executing on the company's strategies. When used as part of good business practices in Executive- and FP&A departments, a company can improve its branch managers' alignment with the corporate strategy and increase its performance. It can also reduce the chances that branch leaders invest time and resources in areas outside of corporate plans and goals.

Who Uses This Type of Strategic report? The typical users of this type of strategic report are: Executives, branch managers, finance leaders, analysts. Other Reports Often Used in Conjunction with Balanced Scorecard Reports Progressive Executive- and FP&A departments sometimes use several different Balanced Scorecard tools, along with profit & loss reports, balance sheets, cash flow statements, KPI reports, executive dashboards, budget models, forecasts and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from various point solutions, surveys 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 credit union finance teams and aligned with Solver's xFP&A platform, this Solver report 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 Credit Union – Branch Balanced Scorecard in Solver? The Credit Union – Branch Balanced Scorecard is a pre-built xFP&A report template in Solver designed for credit union organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for credit union finance workflows.

Who uses this Solver report template? This template is primarily used by CFOs, finance managers, and credit union executives in credit union organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for credit union finance teams managing budgets, forecasts, and performance reviews.

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 and loan origination systems 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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