Posts

Example of a Product KPI Report for Banks

What is a Product KPI Report for Banks?

Product KPI Reports are considered operational analysis tools and are used by executives and product managers to track key production metrics by product offering and branch. Some of the main functionality in this type of KPI report is that it can be filtered by any region and period, and it provides both detailed and summarized figures. The three charts on the top of the report show: 1) New and approved applications, 2) Declined applications and customer defaults, 3) Approved amount and default amount. The main body of the report contains the same six metrics as in the charts, and the rows show product figures by bank branch. You find an example of this type of KPI report below.

Purpose of Product Reports

Banks use Product Reports to give leaders a detailed and summary view of pipeline and 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 bank 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.

Example of a Product KPI Report for Banks

Example of a Product KPI Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of KPI report?

The typical users of this type of KPI report are: Executives, Loan Managers, Product Managers, Analysts, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Product Reports

Progressive Executive-, Loan- and Financial Planning & Analysis (FP&A) departments sometimes use several different Product Reports, along with product dashboards, detailed and summary loan and credit card reports, profit & loss reports, balance sheets, cash flow statements, 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 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Loan Performance Dashboard for Banks

What is a Loan Performance Dashboard for Banks?

Loan Performance Dashboards are considered operational analysis tools and are used by executives and loan officers to monitor approval and default trends and comparisons. Some of the main functionality in this type of dashboard is that it provides analysis from eight different perspectives including: 1) Monthly trend in total loan applications and loans approved versus declined, 2) Loans approved by product, 3) Monthly trend in loan defaults, 4) Loan approval count by branch, 5) Loan default count by branch, 6) Loan approval amount by branch, 7) Top five loan default count by branch, and 8) Top five loan default amounts by branch. You find an example of this type of dashboard below.

Purpose of Loan Performance Analysis Dashboards

Banks use Loan Performance Analysis Dashboards to give leaders an easy way to monitor loan trends and benchmark metrics across bank branches. When used as part of good business practices in Executive-, Loan- and Financial Planning & Analysis (FP&A) departments, a bank can improve its loan strategies and offerings, and it can reduce the chances that poorly designed policies leads to excessive loan defaults.

Example of a Loan Performance Analysis Dashboard

Here is an example of a Loan Performance Dashboard with monthly trends and branch comparisons.

Example of a Loan Performance Dashboard for Banks

Example of a Loan Performance Dashboard for Banks

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, Loan Managers, Analysts, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Loan Performance Analysis Dashboards

Progressive Executive-, Loan- and Financial Planning & Analysis (FP&A) departments sometimes use several different Loan Performance Analysis Dashboards, along with detailed and summary loan reports, profit & loss reports, balance sheets, cash flow statements, 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 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Product KPI Report for Credit Unions

What is a Product KPI Report?

Product KPI Reports are considered operational analysis tools and are used by executives and product managers to track key metrics by product offering and branch. Some of the main functionality in this type of KPI report is that it can be filtered by any region and period, and it provides both detailed and summarized figures. The three charts on the top of the report show: 1) New and approved applications, 2) Declined applications and customer defaults, 3) Approved amount and default amount. The main body of the report contains the same six metrics as in the charts, and the rows show product figures by credit union branch. You find an example of this type of KPI report below.

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.

Example of a Product KPI Report for Credit Unions

Example of a Product KPI Report for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of KPI report?

The typical users of this type of KPI report are: Executives, Loan Managers, Product Managers, Analysts, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Product Reports

Progressive Executive-, Loan- and Financial Planning & Analysis (FP&A) departments sometimes use several different Product Reports, along with product dashboards, detailed and summary loan and credit card reports, profit & loss reports, balance sheets, cash flow statements, 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 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Loan Performance Dashboard for Credit Unions

What is a Loan Performance Dashboard?

Loan Performance Dashboards are considered operational analysis tools and are used by executives and loan product managers to monitor trends in approvals and defaults and compare loan metrics across credit union branches. Some of the main functionality in this type of dashboard is that it provides analysis from eight different perspectives including: 1) Monthly trend in total loan applications and loans approved versus declined, 2) Loans approved by product, 3) Monthly trend in loan defaults, 4) Loan approval count by branch, 5) Loan default count by branch, 6) Loan approval amount by branch, 7) Top five loan default count by branch, and 8) Top five loan default amounts by branch. You find an example of this type of dashboard below.

Purpose of Loan Performance Analysis Dashboards

Credit Unions use Loan Performance Analysis Dashboard to give leaders an easy way to monitor loan trends and benchmark metrics across credit union branches. When used as part of good business practices in Executive-, Loan- and Financial Planning & Analysis (FP&A) departments, a company can improve its loan strategies and offerings, and it can reduce the chances that potentially poorly designed policies lead to excessive loan defaults.

Example of a Loan Performance Analysis Dashboard

Here is an example of a Loan Performance Dashboard with monthly trends and branch comparisons as well as actual to budget comparisons.

Example of a Loan Performance Dashboard for Credit Unions

Example of a Loan Performance Dashboard for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, Loan Managers, Analysts, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Loan Performance Analysis Dashboards

Progressive Executive-, Loan- and Financial Planning & Analysis (FP&A) departments sometimes use several different Loan Performance Analysis Dashboards, along with detailed and summary loan reports, profit & loss reports, balance sheets, cash flow statements, 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 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Loan Dashboard for Banks

What is a Loan Dashboard for Banks?

Loan Dashboards are considered operational monitoring tools and are used by executives and loan managers to analyze key trends and metrics for their loan portfolios. Some of the main functionality in this type of dashboards is that it provides performance analysis across six different perspectives: 1) Declined and approved loans by product, 2) Approved loan value by bank branch, 3) Approved loan value by product, 4) Default amount by branch, 5) Monthly trend in default quantities and values, and 6) KPIs for total approved and default loan values, and percent approval/default value. You find an example of this type of dashboards below.

Purpose of Loan Dashboards

Banks use Loan Dashboards to quickly detect anomalies or trends in their loan business. When used as part of good business practices in Loan- and Financial Planning & Analysis (FP&A) departments, a company can improve its loan strategies and related revenues, and it can reduce the chances that managers miss trends or correlations related to approvals and defaults.

Example of a Loan Dashboard

Here is an example of a Loan Dashboard with analysis of approved and declined loans as well as trends in defaults.

Example of a Loan Dashboard for Banks

Example of a Loan Dashboard for Banks

You can find hundreds of additional examples here

Who Uses This Type of Dashboards?

The typical users of this type of dashboards are: Executives, CFOs, loan managers.

Other Reports Often Used in Conjunction with Loan Dashboards

Progressive Loan- and Financial Planning & Analysis (FP&A) departments sometimes use several different Loan Dashboards, along with detailed loan approval reports, loans declined reports, loan defaults reports, loan revenue 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 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Product Dashboard for Banks

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.

Example of a Financial Product Dashboard

Here is an example of a Product Dashboard with revenue analysis with defaults and approvals.

Bank – Product Dashboard

You can find hundreds of additional examples here

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 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples