This example of a banker dashboard is designed to provide senior management at community banks a visual tool that provides understanding of a bank’s total financial picture. It focuses on Financial Reporting and Analysis, Board Reporting, Loan Pricing, Margin Management, Branch Performance Metrics, Officer Production, Asset Liability Management, Budgeting/Forecasting and Bank Branch Production.

bankers dashboard

The team that put together the bankers dashboard is quite proud of the effort they put into understanding their user – the bank manager. Here’s what they said about how the banker dashboard works like a banker thinks:

Works like a banker thinks. Built for community bankers, by community bankers.

We’ve walked in your shoes. We know the pain of creating spreadsheet after spreadsheet to build countless reports and ratios. So we made a financial management tool that works the way you do. It’s intuitive and easy to understand, even for non-financial staff. You and your entire team will have immediate access to the information you need to run the bank and drive performance.

They even put together a commercial for the banker’s dashboard (yes, a business dashboard actually has a video commercial). Watch it here:

Tag: Bank Dashboard