Below are five real banking dashboards we’ve built in Power BI, one each for executive reporting, customer segmentation, credit risk, fraud detection, and liquidity. Each is designed around a specific team’s job, showing the KPIs they actually watch to track performance, manage risk, and make decisions.
Want the bigger picture on banking reporting first? Start with our guide to Banking Business Intelligence. Otherwise, scroll on. The examples below show how different teams put their data to work in Power BI.
This executive dashboard gives leadership a clear view of how the bank is performing financially and how efficiently it’s using its capital, all in one place. It brings together the KPIs that matter most at board level: Return on Equity (ROE), Return on Assets (ROA), Net Interest Margin (NIM), Cost-to-Income Ratio, and Risk-Adjusted Return on Capital (RAROC), with easy comparisons across business areas and against targets. It’s the dashboard CEOs, CFOs, heads of strategy, and business line directors turn to when making calls on capital, pricing, and long-term growth.
This dashboard helps banks get a real handle on how each customer group behaves, how profitable they are, and which products they’re actually using. It tracks KPIs like Primary Banking Rate, Products per Customer, Digital Active Rate, Average Revenue per Customer (ARPC), Customer Lifetime Value (CLV), Share of Wallet, CLV/CAC Ratio, and Cost-to-Serve, broken down by demographics, how customers came on board, and how engaged they are. Retail banking directors, marketing teams, and relationship managers use it to sharpen acquisition, improve retention, and put their investment where it counts.
This dashboard gives credit teams a real-time read on loan portfolio quality and helps them spot the borrowers most likely to fall behind. It covers KPIs such as Cost of Risk, 3+ Month Arrears Rate, Indexed Loan-to-Value (LTV), Negative Equity Rate, Forbearance Rate, Stage 2 Ratio, and Roll-Into-Default Rate. The Chief Risk Officer, credit risk teams, and lending managers rely on it to judge credit quality, size up capital risk, and make smarter lending and provisioning decisions.
This dashboard keeps an eye on fraud as it happens and shows how well detection systems are actually holding up. It brings together KPIs like Fraud-to-Sales Ratio, Recovery Rate, Net Fraud Loss, Detection Rate (TPR), False Positive Rate (FPR), Precision, Alerts per Day, and Model AUC, broken down by fraud type and payment method. Fraud teams, AML and compliance officers, and Chief Risk Officers use it to dig into cases, tighten up detection, and cut down on false alarms.
This dashboard gives treasury teams a live view of the bank’s cash position, funding gaps, and projected cash flows, so they’re never caught short. It tracks KPIs like Net Cash Position, Operational Cash Buffer, Survival Horizon, Intraday Peak Usage, Settlement Obligations, 30-Day Net Outflow, and HQLA Coverage Ratio, alongside stress-testing and funding maturity views. Treasury teams, liquidity risk teams, CFOs, and Asset Liability Management use it to manage funding capacity, stay on top of compliance, and prepare for any liquidity stress that comes their way.
A banking dashboard is a central reporting tool that pulls data from core banking systems, payment platforms, CRM software, and accounting systems into one real-time view. It lets executives and operational teams keep track of performance without jumping between different systems. Different teams lean on different types: execs watch profitability, treasury tracks liquidity, credit teams monitor loan portfolios, fraud teams flag suspicious activity, and customer analytics teams study how customers behave.
The 5-second rule is simple: anyone opening a dashboard should understand what it’s telling them within about five seconds. They should be able to spot the key metrics, see where things stand, and know where to focus, without hunting through multiple charts or reports to get there. A well-designed banking dashboard pulls this off by putting the most important KPIs front and centre, using clear visuals, and grouping related metrics into sections that make sense.
Banks use all sorts of dashboards to keep tabs on different parts of the business. The most common ones include:
Plenty of banks also build custom reporting solutions that pull several of these functions into a single dashboard for executives and department managers.
The right KPIs depend on what the dashboard is for and who’s using it, but most banking dashboards cover some mix of profitability, customer growth, risk, fraud, and liquidity. Common examples include:
The best KPI dashboards stick to the metrics that matter to the team using them, rather than trying to squeeze in every number going.
Power BI is one of the go-to tools for banking dashboards because it pulls data from core banking systems, payment platforms, CRM, and accounting software into one interactive report. It handles the housekeeping too: automated data refreshes, easy filtering and drill-downs, and row-level security, which makes it a strong fit for executive reporting, risk management, fraud monitoring, and regulatory reporting.
And where your banking systems don’t connect to Power BI out of the box, custom connectors can usually bridge the gap, with dashboards adapting as each department’s needs change.
Every bank has its own reporting requirements, data sources, and metrics, and the examples above are just some of the most common ones. The best dashboard is always the one built around your own processes and reporting needs.
Our Power BI team builds bank-specific dashboards that bring together data from your core banking, payment, CRM, and accounting systems. Whether you’re starting from scratch or giving an existing dashboard an upgrade, get in touch and we’ll set up a live demo so you can see what’s possible!
