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Banker’s Dashboard

A web-based tool that provides actionable insights into your bank’s financial performance. Banker’s Dashboard® makes financial analysis fast and simple.

Performance analysis at the click of a button.

Save time and money

Research from Source for Consulting reveals that 26 percent of decision makers feel it takes too long for the finance department to produce a report when requested. With our automated performance analysis and reporting, you can easily and quickly monitor your net-interest margin and create board packages, giving you more time to focus on other important projects.

Daily financial management

Our service allows you to easily review your bank performance at a glance on a daily basis, giving you the flexibility to immediately act on profit opportunities.

Stop crunching and start analyzing

Leave the number crunching to us. With Banker’s Dashboard you can focus on developing better strategies and tactics around net interest margin, branch performance, forecast performance and more. You will also be able to take advantage of profit opportunities as well as solve any problems in a quick and timely manner.

Easy setup, easy access

Banker’s Dashboard provides easy 24/7 access on any Web browser. Getting set up is easy and pain-free, with little to no IT involvement, and takes as few as 3 days.


Schedule your 45-minute test drive today.

Set it up

Banker’s Dashboard is a Software as a Service (SaaS) product that allows your institution to be up and running in as little as 72 hours with little to no involvement needed from your IT resources. We host the solution in our secure data center, and it’s already integrated seamlessly with virtually every core processor. Users can access it securely 24/7 from any web browser ensuring there’s never a missed opportunity to change your course.

“What really impressed me is that it requires minimal resources or work on our part. No software implementation, system maintenance, spreadsheets or report building. We can start every morning with an accurate, current view of the bank’s performance.”

— CEO, Prime Meridian Bank

Assets: $184 Million

How it works

Banker’s Dashboard packages daily insights for your entire financial institution in just a few clicks. The data is available in your customized dashboard without exporting, downloading or consolidating spreadsheets.

Your profit center level core system data is consolidated to provide you with highly focused insight into your financials, enabling you to make timely decisions that improve your bottom line. Take advantage of profit opportunities as they arise, monitor activity at the branch officer level, and compare actual performance to forecasts, budgets and peer institutions.

Banker’s Dashboard provides a myriad of tools to drive performance, including:

  • Net interest margin management
  • Financial reporting and analysis
  • Branch performance tracking
  • Budgeting and forecasting
  • Loan pricing
  • Instant board package
  • And more

“I use this tool for analysis of our bank. It helps me to know where our bank stands at any given point in time. Before, I was running tons of reports and analyzing these reports, and by the time everything was complete, it was old news… I can’t imagine my life without it now.”

— Sr. VP & COO, Eva Bank

Assets: $323 Million

Monitor bank performance

Analyze your bank’s financial performance and trends in minutes, every day. Banker’s Dashboard automates number crunching and reporting, which eliminates errors while saving you time for more important things, like running your financial institution. One bank realized an annual efficiency savings of more than $100K just from redirecting its finance department to important tasks rather than crunching data and compiling financial information. The tool will allow you to:

  • Track your bank’s daily performance down to the GL account level and compare to historical data, budget and forecast.
  • Monitor assets and liabilities at the branch level.
  • Create three-year strategic plans and financial projections for annual budgeting.
  • Measure actual performance by monitoring daily liquidity and capital requirements positions.

“Three of us spent close to eight to ten hours a month just generating the financial portion of our board package, and now it’s ready in one click.”

— CEO, HomeTown Bank of Alabama

Assets: $311 Million

Efficient forecasting & budgeting

Quickly run and revise multiple forecast scenarios—so your time is spent analyzing variances and alternative strategies, rather than crunching numbers:

  • Creates easy-to-use templates, wizards and automated “smart fill” features. Make fast work of budgeting and forecasting tasks.
  • Provides real-time information. Budget and forecast numbers are immediately available in your primary financial reporting tool without exporting, downloading or consolidating spreadsheets.
  • Encourages branch accountability. Even branch employees who are not financially or technically oriented find it easy to build multiple budgets, track measurements and assume ownership of the results.
  • Delivers budgeting flexibility. No matter which type of budgeting process you engage in, top-down or bottom-up, Banker’s Dashboard can support your preference.

Measure and compare branch performance

Banker’s Dashboard delivers detailed measurements for each of your locations and ranks your branches according to their performance. You’ll be able to see how each one compares in an individual area, region, or bank-wide. With this intelligence, you can focus on what your high-performing branches are doing well so you can identify coaching opportunities, institute best practices, and hold branches accountable for improving their results.

By measuring and comparing how each branch performs – and holding each branch accountable for better results – you will improve bankwide performance.

Schedule your 45-minute test drive today.

Contact us to learn how Banker’s Dashboard® eliminates number crunching allowing you to focus on making smart, timely decisions that impact your net interest margin and branch performance.

Contact us to learn how Banker’s Dashboard® eliminates number crunching allowing you to focus on making smart, timely decisions that impact your net interest margin and branch performance.

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