Branch KPI Performance Dashboard (Demo)

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Line item	Branch 01	Branch 02	Branch 03	Branch 04	Branch 05	Branch 06	Branch 07	Branch 08	Branch 09	Branch 10	Branch 11	Branch 12	Total
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KPI Period Filter

All branchesBranch

Income KPI Highlights

Top five income accounts (income_expense.account_name, YTD)

Automated commentary

Income trend (Jan 2025 through current month)

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All branchesBranch

Expenses KPI Highlights

Top 5 expense lines

Expense trend

All branchesBranch

Income vs Expense (Jan 2025 through current month)

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All branchesBranch

Loan Disbursement KPI Highlights

Loan product mix (% of disbursed amount by product; Jan–selected month; branch scope)

Disbursement trend (total amount disbursed from Jan 2025 through the selected reporting month)

Top loan purposes (% of disbursed amount; Jan–selected month; branch scope)

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Loan Portfolio

All branchesBranch

Loan composition (% of portfolio balance by loan type)

Total portfolio balance by month (dbo.loan_portfolio; Jan–period within reporting year)

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Non-performing loans (NPL)

All branchesBranch

NPL stress by loan product

Total NPL balance by month

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New Accounts Highlights

All branchesBranch

New Accounts trend

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Membership Highlights

All branchesBranch

Membership count trend

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All branchesBranch

Monthly member deposits mobilized

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All branchesBranch

Monthly share capital mobilized

Branches — scroll horizontally for all columns.