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Example of a Loan Profitability Trend Report for Banks

What is a Loan Profitability Trend Report for Banks?

Loan Profitability Trend Reports are considered operational reports and are used by executives and loan managers to analyze monthly trends in loan KPIs. Some of the main functionality in this type of report is that it dynamically lists the months of the year across the columns and loan metrics down the rows with a Gross Profit total at the bottom. Some of the key rows include: Portfolio average balance, Loan production, Nbr origination, Average size, Interest rate, FTP Expense, Net interest margin, Total Revenues, Origination costs, Servicing costs, Teller costs, Online costs, Total expenses, and Gross Profit. The green, yellow and red exception colors help highlight months with high/low profitability. You find an example of this type of report below.

Purpose of Loan Profitability Trend Reports

Banks use Loan Profitability Trend Reports to give leaders an easily understandable format to analyze monthly trends in loan revenues, expenses and profitability. When used as part of good business practices in Loan- and Financial Planning & Analysis (FP&A) departments, a bank can improve its net profit and related loan strategies, and it can reduce the chances that major exceptions or trends are not quickly discovered.

Example of a Loan Profitability Trend Report

Here is an example of a Loan Profitability Report with monthly trends in loan metrics and profitability.

Example of a Loan Profitability Trend Report for Banks

Example of a Loan Profitability Trend Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, finance leaders, loan managers.

Other Reports Often Used in Conjunction with Loan Profitability Trend Reports

Progressive Loan- and Financial Planning & Analysis (FP&A) departments sometimes use several different Loan Profitability Reports, along with detailed loan reports, loan portfolio dashboards, KPI dashboards, branch benchmarking reports, annual budgets, profit & loss trend reports, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from loan management systems 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 Production Trend Report for Banks

What is a Loan Production Trend Report for Banks?

Loan Production Trend Reports are considered operational analysis tools and are used by executives and loan managers to monitor trends and anomalies in branch-level and consolidated loan metrics. Some of the main functionality in this type of report is that it displays all the months of the year across the columns and loan metrics with totals down the rows. Key figures for each loan category are: Interest Rate, FTP Expense, Net Interest Margin, Loan Fees and Origination Fees. Examples of loan types in this report are: Commercial/Construction Loans, Mortgages, Consumer Loans, and Total for All Loans (not visible in the screenshot below). You find an example of this type of report below.

Purpose of Loan Production Trend Reports

Banks use Loan Production Trend Reports to give managers a clear picture of trends and anomalies in the loan portfolio of each branch. When used as part of good business practices in Loan- and Finance departments, a bank can improve its product offerings and profitability, and it can reduce the chances that decision-makers lack key monthly trend insights when they create or modify loan products and terms.

Example of a Loan Production Trend Report

Here is an example of a Loan Production Trend Report with key metrics per loan category.

Example of a Loan Production Trend Report for Banks

Example of a Loan Production Trend Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, loan managers, finance leaders, risk managers, analysts.

Other Reports Often Used in Conjunction with Loan Production Trend Reports

Progressive Loan- and Finance departments sometimes use several different Loan Production Trend Reports, along with detailed loan reports, loan portfolio dashboards, KPI dashboards, branch benchmarking reports, annual budgets, profit & loss trend reports, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from loan management systems 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 and GL Reconciliation Report for Banks

What is a Loan and GL Reconciliation Report for Banks?

Reconciliation Reports are considered data control tools and are used by accountants to help ensure that loan-related transactions tie to the General Ledger. Some of the main functionality in this type of report is that it for any given GL account chosen by the user will list and match with the related loan transactions. The columns list months up to the current period to make it easy to track historical balances. You find an example of this type of report below.

Purpose of Loan and GL Reconciliation Reports

Banks use Loan and GL Reconciliation Reports to automate and speed up the monthly close process and to ensure that data from loan transactions match with the related GL postings. When used as part of good business practices in Accounting departments, a bank can improve its accounting staff efficiency, and it can reduce the chances that mistakes carry through to financial reports.

Example of a Loan and GL Reconciliation Report

Here is an example of a Loan and GL Reconciliation Report with user-defined parameters for Entity and Account.

Example of a Loan and GL Reconciliation Report for Banks

Example of a Loan and GL Reconciliation Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Controllers and Accountants.

Other Reports Often Used in Conjunction with Loan and GL Reconciliation Reports

Progressive Accounting departments sometimes use several different Loan and GL Reconciliation Reports, along with Detailed loan reports, profit & loss reports, balance sheets, cash flow statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from loan management systems 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 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 Loan Profitability Trend Report for Credit Unions

What is a Loan Profitability Trend Report?

Loan Profitability Trend Reports are considered operational reports and are used by executives and loan managers to analyze monthly trends in loan KPIs. Some of the main functionality in this type of report is that it dynamically lists the months of the year across the columns and loan metrics down the rows with a Gross Profit Total at the bottom. Some of the key rows include: Portfolio average balance, Loan production, Nbr origination, Average size, Interest rate, FTP Expense, Net interest margin, Total Revenues, Origination costs, Servicing costs, Teller costs, Online costs, Total expenses, and Gross Profit. The green, yellow and red exception colors help highlight months with high/low profitability. You find an example of this type of report below.

Purpose of Loan Profitability Trend Reports

Credit Unions use Loan Profitability Trend Reports to give leaders an easily understandable format to analyze monthly trends in loan revenues, expenses and profitability. When used as part of good business practices in Loan- and Financial Planning & Analysis (FP&A) departments, a company can improve its net profit and related loan strategies, and it can reduce the chances that major exceptions or trends are not quickly discovered.

Example of a Loan Profitability Trend Report

Here is an example of a Loan Profitability Report with monthly trends in loan metrics and profitability.

Example of a Loan Profitability Trend Report for Credit Unions

Example of a Loan Profitability Trend Report for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, finance leaders, loan managers.

Other Reports Often Used in Conjunction with Loan Profitability Trend Reports

Progressive Loan- and Financial Planning & Analysis (FP&A) departments sometimes use several different Loan Profitability Reports, along with detailed loan reports, loan portfolio dashboards, KPI dashboards, branch benchmarking reports, annual budgets, profit & loss trend reports, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from loan management systems 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 Production Trend Report for Credit Unions

What is a Loan Production Trend Report?

Loan Production Trend Reports are considered operational analysis tools and are used by executives and loan managers to monitor monthly trends and anomalies in branch-level and consolidated loan metrics. Some of the main functionality in this type of report is that it displays all the months of the year across the columns and loan metrics with totals down the rows. Key figures for each loan category are: Interest Rate, FTP Expense, Net Interest Margin, Loan Fees and Origination Fees. Examples of loan types in this report are: Commercial/Construction Loans, Mortgages, Consumer Loans, and Total for All Loans (not visible in the screenshot below). You find an example of this type of report below.

Purpose of Loan Production Trend Reports

Credit Unions use Loan Production Trend Reports to give managers a clear picture of monthly trends and anomalies in the loan portfolio of each branch. When used as part of good business practices in Loan- and Finance departments, a company can improve its product offerings and profitability, and it can reduce the chances that decision-makes lack key monthly trend insights when they create or modify loan products and terms.

Example of a Loan Production Trend Report

Here is an example of a Loan Production Trend Report with key metrics per loan category.

Example of a Loan Production Trend Report for Credit Unions

Example of a Loan Production Trend Report for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, loan managers, finance leaders, risk managers, analysts.

Other Reports Often Used in Conjunction with Loan Production Trend Reports

Progressive Loan- and Finance departments sometimes use several different Loan Production Trend Reports, along with detailed loan reports, loan portfolio dashboards, KPI dashboards, branch benchmarking reports, annual budgets, profit & loss trend reports, balance sheets 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 and GL Reconciliation Report for Credit Unions

What is a Loan and GL Reconciliation Report?

Reconciliation Reports are considered data control tools and are used by accountants to help ensure that loan-related transactions tie to the General Ledger. Some of the main functionality in this type of report is that it for any given GL account chosen by the user will list and match with the related loan transactions. In the columns you find months up to the current period in order to make it easy to track historical balances. You find an example of this type of report below.

Purpose of Loan and GL Reconciliation Reports

Credit Unions use Loan and GL Reconciliation Reports to automate and speed up the monthly close process and to ensure that data from loan transactions match with the related GL postings. When used as part of good business practices in Accounting departments, a company can improve its accounting staff efficiency, and it can reduce the chances that mistakes carry through to financial reports.

Example of a Loan and GL Reconciliation Report

Here is an example of a Loan and GL Reconciliation Report with user-defined parameters for Entity and Account.

Example of a Loan and GL Reconciliation Report for Credit Unions

Example of a Loan and GL Reconciliation Report for Credit Unions

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Controllers and Accountants.

Other Reports Often Used in Conjunction with Loan and GL Reconciliation Reports

Progressive Accounting departments sometimes use several different Loan and GL Reconciliation Reports, along with Detailed loan reports, trial balances, profit & loss reports, balance sheets, cash flow statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from loan management systems 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 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