Executive Key Performance Indicators Dashboard for Medium Size Community Bank

Our custom designed dashboards are accessible online to the entire executive team. Each executive has their own Dashboard which monitors their key performance indicators by showing trends, metrics vs goals, or alert flags in and allows drilling down to specific detail such as account or transaction. Providing the needed information to manage in real-time and not be waiting for reports. The completed dashboards were reviewed with each area’s executive and subject matter expert to verify calculations and appearance. This project required a very detailed project plan which we created and managed. The dashboards covered the following areas of the bank: Branch Administration, Credit Administration,Commercial Lending, Finance, Human Resources, Loan Origination, and Sales and Service.

Standard Reports for medium size Community Bank

After the implementation of the new data warehouse, we developed over 180 standard reports for the bank. The reports were automated to run on-demand daily, weekly, or monthly