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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 Certificates of Deposit Production Trend Report for Banks

What is a Certificates of Deposit Production Trend Report for Banks?

Certificates of Deposit (CDs) Trend Reports are considered production analysis tools and are used by executives and branch managers to monitor trends and anomalies in sales of CDs. 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. The far right column shows the year-to-date (YTD) figures and the bottom of the report (not visible in the screenshot below) shows grand totals for all CD types. Key figures for each CD category are: Average balance, FTP income, Interest expense, FTP income (%), Interest rate, Net interest margin, and Doc fees. For user convenience the first three of these metrics and hidden rows and can be expanded by clicking the “+” button on the rows. Examples of CD types in this report are: Retail CD (<6 months), Retail CD (6 Mo’s to 1 Yr), Retail CD (> 1 Year), Jumbo CD, and IRA. You find an example of this type of report below.

Purpose of CD Production Trend Reports

Banks use CD Production Trend Reports to give leaders and branch managers a clear picture of trends and anomalies in the CD production figures for each branch. When used as part of good business practices in Production- and Finance departments, a bank can improve its CD sales and marketing strategies, and it can reduce the chances that decision-makers lack key monthly trend insights when they create or modify CD products and terms.

Example of a CD Production Trend Report

Here is an example of a CD Production Trend Report with KPIs per CD category.

Example of a Certificates of Deposit (CD) Production Trend Report for Banks

Example of a Certificates of Deposit Production (CD) 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, product managers, finance leaders, risk managers, analysts.

Other Reports Often Used in Conjunction with CD Production Trend Reports

Progressive Production- and Finance departments sometimes use several different CD Production Trend Reports, along with detailed CD reports, CD 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 bank CD 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 Trended Securities Summary Portfolio Report for Banks

What is a Trended Securities Summary Report for Banks?

Trended Securities Summary Reports are considered monthly trend analysis tools and are used by investment managers and analysts to monitor monthly trends in their portfolio. Some of the main functionality in this type of monthly trend report is that it dynamically lists months up to the current period across the columns with market yield in percent and amount figures down the rows. The top section (not visible in the screenshot below) shows the current market value of each security type. Color coding at the cell level helps the user quickly see high and low performing months and securities. You find an example of this type of monthly trend report below.

Purpose of Trended Securities Portfolio Reports

Banks use Trended Securities Portfolio Reports to easily discover trends and compare security values and yields. When used as part of good business practices in Investment- and Finance Departments, a bank can improve its securities strategies and profitability, and it can reduce the chances that important trends and outliers are discovered later than necessary.

Example of a Trended Securities Portfolio Report

Here is an example of a Trended Securities Summary Report with monthly values and yields by security category.

Example of a Trended Securities Summary Portfolio Report for Banks

Example of a Trended Securities Summary Portfolio Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of Monthly Trend Report?

The typical users of this type of monthly trend report are: Investment managers, securities portfolio managers, analysts.

Other Reports Often Used in Conjunction with Trended Securities Portfolio Reports

Progressive Investment- and Finance departments sometimes use several different Securities Portfolio Reports, along with securities transaction reports, investment dashboards, KPI dashboards, securities dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from securities 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 an Expense Variance Report for Banks

What is an Expense Variance Report for Banks?

Expense Variance Reports are considered financial control reports and are used by controllers and department managers to monitor actual expenditures compared to the budget. Some of the main functionality in this type of control report is that it dynamically expands expense accounts down the rows and summarize them to sub-totals and a grand total. The three columns show: 1) Actual expenses for the month, 2) Budget, and 3) Variance in percent. You find an example of this type of control report below.

Purpose of Expense Variance Reports

Banks use Expense Variance Reports to give managers an easy way to monitor their department’s expenses and to catch major budget variances. When used as part of good business practices in Accounting departments, a bank can improve its cost control and related decisions, and it can reduce the chances that major budget overruns occur.

Example of an Expense Variance Report

Here is an example of an Expense Variance Report with actual and budget figures.

Example of an Expense Variance Report for Banks

Example of an Expense Variance Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of Control report?

The typical users of this type of control report are: CFOs, Analysts, Controllers, Cost Accountants, Department Managers.

Other Reports Often Used in Conjunction with Expense Variance Reports

Progressive Accounting departments sometimes use several different Expense Variance Reports, along with profit & loss reports, balance sheets, cash flow statements, KPI reports, expense 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 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 Trended Regulatory Report for Banks

What is a Trended Regulatory Report for Banks?

Trended Regulatory Reports are considered government compliance reports and are used by CFOs, Controllers and Compliance Reporting Managers to provide key financial metrics in a specific reporting format. Some of the main functionality in this type of compliance report is that it is a standard format that populates automatically based on the period.  It dynamically expands months across the columns based on the period you run the report for. The rows in the reports show a typical regulatory report layout with interest income, specifications of loans and advances, and more rolling up to sub-totals. You find an example of this type of compliance report below.

Purpose of Trended Regulatory Reports

Banks use Trended Regulatory Reports to minimize labor and cost by automating the production of compliance reports. When used as part of good business practices in Accounting departments, a bank can improve its regulatory reporting processes, and it can reduce the chances that there are mistakes in reported figures due to manual errors.

Example of a Trended Regulatory Report

Here is an example of a Regulatory Report with monthly figures in the columns.

Example of a Trended Regulatory Report for Banks

Example of a Trended Regulatory Report for Banks

You can find hundreds of additional examples here

Who Uses This Type of Compliance report?

The typical users of this type of compliance report are: Regulatory Reporting Managers, CFOs, Controllers, Accountants.

Other Reports Often Used in Conjunction with Trended Regulatory Reports

Progressive Accounting departments sometimes use several different Trended Regulatory Reports, along with internal financial statements, trial balances, control reports, loan reports 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 Trended Balance Sheet Report for Banks

What is a Trended Balance Sheet Report for Banks?

Trended Balance Sheets are considered analytical financial reports and are used by executives and CFOs to track monthly trends in assets, liabilities and equity. Some of the main functionality in this type of report is that it dynamically expands months across the columns based on the period you run the report for. The rows in the reports show a typical balance sheet layout with Assets, Liabilities and Equity sections and account balance details rolling up to sub-totals. The user can get further detail by drilling down on individual cells to see transaction-level information. You find an example of this type of report below.

Purpose of Trended Balance Sheet Reports

Banks use Trended Balance Sheet Reports to give executives both detailed and summarized views of assets and liabilities for each month up to the current period. When used as part of good business practices in Executive- and Financial Planning & Analysis (FP&A) departments, a bank can improve its strategies and profitability, and it can reduce the chances that leaders make poor decisions because they don’t see if a figure is a trend or an outlier.

Example of a Trended Balance Sheet Report

Here is an example of Trended Balance Sheet Report with dynamic listing of year-to-date months and rows that can expand/collapse to simplify analysis.

Example of a Trended Balance Sheet Report for Banks

Example of a Trended Balance Sheet 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, Regional Managers, Branch Managers, CFOs, Analysts.

Other Reports Often Used in Conjunction with Trended Balance Sheet Reports

Progressive Executive- and Financial Planning & Analysis (FP&A) departments sometimes use several different Balance Sheet Reports, along with income statement variance and trend reports, cash flow statements, financial dashboards, KPI dashboards, budget models 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 Trended Income Statement for Banks

What is a Trended Income Statement for Banks?

Trended Income Statements are considered core financial reports and are used by executives and branch managers to track monthly trends in revenues, expenses and profitability. Some of the main functionality in this type of report is that it dynamically expands months across the columns based on the period you run the report for. The rows in the reports are collapsed to provide an easily readable summary. Users click on the ‘+’ sign on the rows to expand and see account detail. You find an example of this type of report below.

Purpose of Trended Income Statements

Banks use Trended Income Statements to give executives both detailed and summarized views of revenues, expenses, margins and totals for each month up to the current period. When used as part of good business practices in Executive- and Financial Planning & Analysis (FP&A) departments, a bank can improve its strategies and profitability, and it can reduce the chances that leaders make poor decisions because they don’t see if a figure is a trend or an outlier.

Example of a Trended Income Statement

Here is an example of Trended Income Statement with dynamic listing of year-to-date months and rows that can expand/collapse to simplify analysis.

Example of a Trended Income Statement for Banks

Example of a Trended Income Statement 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, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Trended Income Statements

Progressive Executive- and Financial Planning & Analysis (FP&A) departments sometimes use several different Trended Income Statements, along with income statement variance reports, balance sheets, cash flow statements, financial dashboards, budget models 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 CFO Dashboard for Banks

What is a CFO Dashboard for Banks?

CFO Dashboards are considered financial analysis tools and are used by CFOs and financial managers to monitor trends and budget variances for key financial metrics. Some of the main functionality in this type of dashboard is that it provides graphical analysis of eight different metrics, including: 1) Actual versus budgeted revenues by product, 2) Monthly revenue trend, 3) Actual and budget revenue comparison for departments, 4) Monthly expense trend, 5) Actual and budget revenue comparison by branch, 6) Monthly profit trend, 7) Top products by revenue, and 8) Bottom products by revenue. You find an example of this type of dashboard below.

Purpose of CFO Dashboards

Banks use CFO Dashboards to enable financial leaders to look beyond classic financial statements in their analysis. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a bank can improve its expense control and profitability, and it can reduce the chances that any important outliers or trends are detected too late for corrective decisions.

Example of a CFO Dashboard

Here is an example of a Bank CFO Dashboard for actual and budget comparisons and trend analysis.

Example of a CFO Dashboard for Banks

Example of a CFO 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: CFOs, Analysts, Product Managers, Budget Managers.

Other Reports Often Used in Conjunction with CFO Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different CFO Dashboards, along with 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 an Executive Dashboard for Banks

What is an Executive Dashboard for Banks?

Executive Dashboards are considered analysis tools and are used by leaders to track financial performance. Some of the main functionality in this type of dashboard is that it provides analysis of revenues, expenses and profit with comparisons to benchmark bank branches. The dashboard enables analysis from nine different perspectives: 1) Actual and budget revenues by branch, 2) Actual and budget expenses by branch, 3) Actual and budget profit by branch, 4) Monthly revenue trend, 5) Monthly expense trend, 6) Monthly profit trend, 7) Top five branches by revenue, 8) Top five branches by expenses, 9) Top five branches by profit. You find an example of this type of dashboard below.

Purpose of Executive Dashboards

Banks use Executive Dashboards to give leaders an easy way to review performance and benchmark financial metrics across their bank branches. When used as part of good business practices in Executive and Financial Planning & Analysis (FP&A) departments, a bank can improve its strategies and profitability, and it can reduce the chances that decision-makers lack real-time understanding of KPIs.

Example of an Executive Dashboard

Here is an example of a Bank Executive Dashboard with revenue, expense and profit comparisons across branches.

Example of an Executive Dashboard for Banks

Example of an Executive 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, Analysts, Regional Managers, Branch Managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive and Financial Planning & Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with 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