Dashboard Reports for Retail Banking

As a retail banker or a retail bank manager, you must view dashboard reports to stay updated about your leads, opportunities, and service requests. You must understand the reporting capabilities that are available to you to gain insight into the key performance indicators.

The dashboard contains all the key metrics. You can further click a dashboard infolet to drill down to the details to view the related transactional data.

1. Actual vs Quota

   Actual vs Quota report displays information on opportunities related to selling financial products. This information enables retail banker and retail bank manager to understand the gap between the actually won revenue and the quota available.

2. Top Loans

   Top Loans report displays information on open loan opportunities for the current quarter whose win percentage is 70 or more. The report includes win percentage, name, customer, sales stage, close date, and amount details of each loan application. Table is sorted based on descending order of amount.

3. Loan Pipeline

   Loan Pipeline report displays information on the total revenue amount available for loans, amount given to customers in the form of loans, and the amount available to be granted as loans. The Pipeline report also displays how much amount is at which specific sales stage of the loan.

4. Push Applications

   Push Applications report highlights loan applications with close dates changed at least thrice within the current quarter. The report includes win percentage, name, customer, sales stage, close date, and amount details of each loan application.

5. Refinance Deals

   Refinance Deals report focuses on all the home refinance opportunities and includes win percentage, name, customer, sales stage, close date, and amount details of each loan application.

6. Representative Performance

   Note:

   A retail banker sees similar views in reports except for Representative Performance. Representative Performance is available to a retail bank manager.

   Representative Performance report displays the total won revenue amount and the performance reports of retail bankers in terms of the sales quota that each retail banker attained. Top performer and bottom performer names are displayed on the infolet. Top performer is the retail banker that attained the highest quota.

7. Top 5 Products for Opportunities

   Top 5 Products Opportunity report displays information related to the top 5 products such as home loans, personal loans, equity loans, credit lines in an open opportunity based on the current quarter revenue amount. Click the bar graph for any of the products and you can see the detailed report with the list of opportunities closed for each of the product. The report includes win percentage, name, customer, close date, and amount details.

8. Top 5 Products for Leads

   Top 5 Products Lead report displays information related to the top 5 products such as home loans, personal loans, equity loans, credit lines in an open lead based on the current quarter revenue amount. Click the bar graph for any of the products and you can see the detailed report with the list of leads for the product in a table. The report includes name, customer, primary contact, deal size, status, and age in days details.