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Example of a Balanced Scorecard Report for Bank Branches

What is a Balanced Scorecard for Bank Branches?

Balanced Scorecard Reports are considered KPI tools and are used by bank 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 bank branch based on a series of strategic KPIs. These include: Loan measures, Deposit measures, Profitability measures, FTE measures, and Customer measures. You find an example of this type of strategic report below.

Purpose of Balanced Scorecard Reports

Banks use 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 bank can improve its branch manager’s alignment with the corporate strategy and increase performance, and it can reduce the chances that branch leaders invest time and resources in areas outside of corporate plans and goals.

Example of a Balanced Scorecard Report

Here is an example of a Branch Balance Scorecard Report with strategic measures and values and scores.

Example of a Balanced Scorecard Report for Bank Branches

Example of a Balanced Scorecard Report for Bank Branches

You can find hundreds of additional examples here

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 Reports, along with profit & loss reports, balance sheets, cash flow statements, KPI reports, executive dashboards, budget models and forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from various bank 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 Balanced Scorecard Report for Credit Union Branches

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.

Example of a Balanced Scorecard Report

Here is an example of a Branch Balance Scorecard Report with strategic measures, values and scores.

Example of a Balanced Scorecard Report for Credit Union Branches

Example of a Balanced Scorecard Report for Credit Union Branches

You can find hundreds of additional examples here

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 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 Project Status Overview Report

What is a Project Status Overview Report?

Project overview reports are considered operational analysis tools and are used by professional service executives and consulting managers to get a clear picture of the stages of their projects’ life cycle and status ratios compared to the prior year. Some of the main functionality in this type of report is that it provides a year-over-year comparison of four metrics, including charts: 1) Projects on time, 2) New projects, 3) Cancelled projects, and 4) Completed projects. All these metrics are shown as ratios across companies/locations grouped by category and region. You find an example of this type of report below.

Purpose of Project Status Overview Reports

Technology companies use Project Status Overview Reports to analyze performance by stage and then compare it to the same metrics for the prior year to look for important variances. When used as part of good business practices in Project Management departments, a company can improve its professional services strategies and related revenues, and it can reduce the chances that managers miss out on important trends.

Example of a Project Status Overview Report

Here is an example of a Project Status Summary Report with ratios and comparisons to prior year.

Example of a Project Status Overview Report

Example of a Project Status Overview Report

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Project Management Offices (PMO), Directors of Services, Consulting Managers.

Other Reports Often Used in Conjunction with Project Status Overview Reports

Progressive Project Management departments sometimes use several different Project Status Overview Reports, along with detailed project reports, project dashboards, billing reports, project budgets and 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

Competitor Trend Analysis Report Example

What is a Competitor Trend Analysis Report?

Competitor analysis reports are considered benchmarking tools and are often used by CFOs, executives and analysts to track the performance and trends of similar or competing organizations. Some of the key functionality in this type of KPI benchmark report is that it is based on available data from competitors. Often, this is data from a web-site like Yahoo Finance or a government web-site like Edgar. The example consists of eight charts, each one displaying the trend for a specific metric for the past eight quarters. The metrics include: Current Ratio, Return on Assets, Return on Equity, Profit Margin, Gross Margin, Debt to Equity, Revenue and Revenue Growth. You find an example of this type of KPI benchmark report below.

Purpose of Competitor Analysis Reports

Companies and organizations use Competitor Analysis Reports to monitor the performance and trends of comparative businesses to know if their own business if falling behind or getting ahead. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Executive department, a company can improve its strategies as well as reduce the chances that performance targets, budgets and tactics are misaligned with the industry.

Competitor Analysis Report Example

Here is an example of a Competitor Performance Analysis Report with quarterly trend charts.

Competitor Trend Analysis Report Example

Competitor Trend Analysis Report Example

You can find hundreds of additional examples here

Who Uses This Type of KPI benchmark report?

The typical users of this type of KPI benchmark report are: CFOs, executives, board members, and analysts.

Other KPI benchmark reports Often Used in Conjunction with Competitor Analysis Reports

Progressive Financial Planning & Analysis (FP&A) and Executive Departments sometimes use several different Competitor Analysis Reports, along with benchmarking dashboards, comparative reports, KPI reports, strategy summaries and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from web sites like Yahoo Finance, Edgar or if the comparisons are to companies in e.g. the same corporate group, the data could come directly 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

Return on Investment (ROI) Report Example for a Corporate Web-site

What is a Return on Investment (ROI) Report for a Web-site and Related Marketing?

Website efficiency reports are considered operational reports and are often used by marketing executives and campaign managers to analyze how well online marketing efforts are resulting in lead conversions through the corporate website. Some of the key functionality in this type of report is that it pulls web visitor data from Google Analytics, lead conversions from the company’s CRM system, and marketing expenses the ERP system. The report’s columns compare this data from the most recent rolling 12 months with the 12 months prior to that. The variance column shows the growth or decline in visitors, conversions and associated marketing costs. The “magic number” in the report is the Marketing cost per Conversion. In short, this tells executives and marketing personnel the ROI (in terms of cost per converted lead). The lower the cost is, the higher the potential financial return is to the company. The rest of the report provides graphical analysis and summary metrics regarding the web traffic itself.. You find an example of this type of report below.

Purpose of Website ROI Reports

Companies and organizations use Website ROI Reports to easily show executives the results of their web-site and online marketing efforts. When used as part of good business practices in a Marketing department, a company can improve its marketing investment priorities and as a result increase revenues. They can also reduce the chances that large amounts of web-site and online marketing money goes down the drain because nobody are paying attention to- and measuring the ROI.

Website ROI Report Example

Here is an example of a ROI Report for a website and related online marketing investments.

Return on Investment (ROI) Report Example for a Corporate Web-site

Return on Investment (ROI) Report Example for a Corporate Web-site

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Marketing executives, marketing managers, campaign managers, web-site managers.

Other Reports Often Used in Conjunction with Website ROI Reports

Progressive Marketing Departments sometimes use several different Website ROI Reports, along with website analytics, marketing campaign reports, marketing department profit & loss reports, marketing dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from Google Analytics as well as CRM and enterprise resource planning (ERP) systems like: Hubspot, Salesforce, Microsoft Dynamics 365 (CRM), 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