Business Intelligence

First Bank - Dashboard Project

Facilitator,

Ms. Ruth Barry

Submitted by,

Ragavi Sinniah,

M.Sc. in GFIS,

20065148.

First Bank

Table of ContentsTable of Contents........................................................................................................................................2

Introduction.................................................................................................................................................3

Area Bank Manager.....................................................................................................................................3

First Bank Strategies and goals....................................................................................................................3

Key Performance Indicators (KPI)..............................................................................................................3

KPI 1 - Revenue..........................................................................................................................................4

KPI 2 - Branch sales....................................................................................................................................4

Final Dashboard..........................................................................................................................................5

References...................................................................................................................................................7

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First Bank

Introduction

This projects is to create a dashboard for the bank “First Bank” where the loans are offered from

31 branches totally and the bank offers three loan types home loans, refinancing and other

consumer loans in the perspectives of an Area Bank Manager. Here the data’s are considered for

three years 2003, 2004 and 2005. The dashboard is designed in the SAP’s Dashboard design

software.

Area Bank Manager

The Area Bank Manager’s role is to set the styles and standards of the operation by developing

area plan and taking ambitious challenge making branch as a big success within a huge global

network. As an area bank manager, one has the overall responsibility for a number of branches in

an allocated area. In addition, also has the responsibility in

Setting sales targets

Maximizing sales and Profitability

Providing team with a stimulating and supportive environment.

Maintaining and increasing standards of customer service.

Driving team performance.

Controlling the training and development of the staff.

First Bank Strategies and goals

Build excellence international recognition in the areas of international finance and

business- accounting, banking, insurance and loans.

Continuous evaluation of portfolios to ensure excellence according to customers need.

Increased quality of credit performance, sales and reputation by 50% over next 5 years.

Recruit, develop and support staffs to constantly strive towards the highest level of

professionalism so as to provide world class standards of financial advice, service and

support to the customers.

Key Performance Indicators (KPI)

Key performance indicator is a business metric used to calculate the factors which are crucial to

the success of the organization. Business KPIs could be net revenue or a customer loyalty metric.

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First Bank

KPI 1 - Revenue

The first KPI shows the revenue per month and per year. The revenue KPI is on a monthly yearly

basis for each types of loans offered in the “First Bank”. The total revenue is calculated for the

three years (2003, 2004 and 2005). The target value for each year is to be achieved. The targets

are achieved by setting the target as total revenue divided by 12 months. As an area manager

getting to know the facts the targets are achieved at a certain period of time. An alert level is

created listing out the low, middle and high values as percentage of targets achieved on types of

loan, in yearly and monthly. High value targets are considered good and middle and low values

are taken into consideration for achieving the strategic goals in the forthcoming years.

KPI 2 - Branch sales

The branch sales is the second KPI which shows all the branches, sales gross value by setting a

target for each branch (31 branches) for each years (2003, 2004 and 2005). An alert level, as

percent of target is is set to show that the targets are achieved in each branch. If the target

percentage shows high values, that is high performing branch will attract recognition and offered

a competitive salary and fantastic benefits for the branch managers.

The quarterly branch sales shows the data’s for each branch on a quarterly basis (Quarter 1,

Quarter 2, Quarter 3, Quarter 4) for the 12 months and showing the sales target achieved for each

branch in a quarterly basis.

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First Bank

Final Dashboard

5

First Bank

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First Bank

References

Alexander, M, Decker, J, and Wehbe, B (2014), ‘Microsoft Business Intelligence Tools for Excel

Analysts’, John Wiley & Sons, Incorporated, Somerset, NJ, USA. Available from: ProQuest

ebrary. [15 April 2015].

Rasmussen, N. H, Bansal, M, and Chen, C.Y (2009), ‘Business Dashboards: A Visual Catalog

for Design and Deployment’, John Wiley & Sons, Hoboken, NJ, USA. Available from: ProQuest

ebrary. [20 April 2015].

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