Retail Banking Balanced Scorecard Metrics Template

Retail Banking measurement KPI - Balanced Scorecard metrics template example

The Balanced Scorecard (BSC) dashboard indicates performance within each perspective and the total performance of Banking.

Click to see more screenshots below.

One of the most widely used measurement framework among financial institutions and insurance companies is RAROC (risk-adjusted return on capital) based on economic profit or return-based metric system. This methodology was suggested by Tom Wilson of Mercer Oliver Wyman. RAROC is used to analyze risk-adjusted financial performance and provide a consistent view of profitability across businesses. RAROC is broadly defined as the ratio of risk adjusted return to economic capital. This use of capital based on risk improves the capital allocation across different functional areas of banks in which capital is placed at risk for an expected return above risk-free.

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There are more types of strategy map supported - including snowflake, vertical and horizontal trees

Retail Banking measurement - Strategy Map

Cyclical Strategy Map:

Classical Strategy Map:

Check overview scorecard report sample.

Check html scorecard report sample.

Check metrics (diamond) report sample.

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Retail Banking Metrics in Excel:

Download trial version of Retail Banking Dashboard. Retail Banking Estimation Balanced Scoreboard is distributed as an Excel file. Before purchase you can download a trial version of the scorecard. Retail Banking Estimation Balanced Scoreboard Excel file contains a dashboard (see screenshots below), help information section, Balanced Scorecard details.
Purchase full version of Retail Banking Dashboard. Immediately after your order will be processed you will have a link to download Balanced Scorecard (BSC) Excel file and file in Balanced Scorecard Designer format.
Check Balanced Scorecard Toolkit for scorecard designing instructions.

More ideas on using Retail Banking KPI:

Retail Banking is the one where banking institutions conduct all transactions with customers themselves and not other corporations. Some of the services provided under this umbrella are- checking accounts, savings accounts, debit cards, credit cards and mortgages.

Due to the large variety of services offered by these companies, it gets compelling enough to bring in a ‘performance measurement and management tool’ into picture. This is often a BSC (Balanced Scorecard) that emphasizes the usage of quantitative methodology in the monitoring process. It was devised by Norton and Kaplan in 1990s.

However, spotting the right metrics can get a bit troublesome at times. In such situation, the basic definition has to be kept an account of. One should opt for only those KPIs (Key Performance Indicators) that truly and honestly can convey the progress being made in the field of Retail Banking.

Moving ahead, carrying out this task asks for a substantial grip on the subject. However, once a ‘satisfactory’ group of metrics has been established, tracking responsibility can be transferred to it and one can take a sigh of relief. By paying regular visits to this set of values, it is possible to keep things within control.

More useful information for Financial Evaluation:

Related metrics and KPIs for: Retail Sales, Sales, Credit Risk, Mortgage, Financial Statement Analysis, Market Risk, Financial Risks, Operational Risk, Active Portfolio Management, Passive Investments, Accounting Firm, Profit Focused Accounting, Credit Card Processing, Financial Crisis, Budgeting and Forecasting, Investment Banking, Financial Securities, Financial Insurance Company, Leasing Company, Asset Management Firm, Brokerage Firm, Wealth Management, Activity Based Management, Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance, Financial Advisory.
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Are you a specialist in Banking area? Be a partner for balanced scorecard software and info-products.
Banking best practices articles: Measure Sales performance, Retail Sales Performance - To buy or not to Buy, KPI vs. Balanced Scorecard, Design Scorecard with BSC Designer, Crisis and recession KPIs, Scorecard, Metrics, Performance Managements Tools for Finance, Recommended: Figurro - versatile, easy to use and effective accounting software All articles about measuring performance in Banking.
Balanced Scorecard e-course. In this e-course you will learn more about Balanced Scorecard niche. We talk about Balanced Scorecard design and management issues.
With BSC Designer user can generate strategy map for Retail Banking Dashboard. The map is a great way to visualize performance indicators and relationship between them.
Balanced Scorecard toolkit. Is a whitepaper where you will learn more about mathematics that stands behind Balanced Scorecard, you will learn basic ideas that will help to design your own scorecard, develop and implement KPI in your business processes.
Balanced Scorecard fact sheet. The collection of business facts and statistics on Balanced Scorecard.
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Scorecard Design Software. This metric was designed with Balanced Scorecard Designer. This is a great tool for scorecards or KPI building, performance measurement and information sharing.
Can add value to Retail Banking Metrics? Be a partner for balanced scorecard software and info-products.

Business Intelligence (BI) for Banking - measure performance with Retail Banking Scorecard for Excel

We have designed Retail Banking Balanced Scorecard (BSC) in MS Excel, so now you can measure and control your performance using this popular business tool. Download trial version right now.

Alignment with Balanced Scorecard and KPIs is a great way to control the performance of Banking.

In comparison to other business performance measure and control methods, alignment with KPI is much more easier to implement and use. Use Retail Banking scorecard to align business performance.

Why do I need these metrics?

MS Excel files that we distribute are a spreadsheets packed with metrics information and the performance calculation formulas.

It's a real-business information. We invested in research that involved experts from Financial Estimation industry who elaborated and shared certain metrics. It's valuable, real-life experience which will help to improve the performance of your business.

I'm sure you understand the importance of measuring and controlling business using correct metrics, so this small investment will return in a great increase in sales.
To get a basic idea about what metrics to use. We learned a lot of business metrics and packed scorecard with the most successful.
To have a sample excel file, which is easy to modify to fit your needs. All Excel formulas are available for copy and change.
To start with measuring business performance. It's important to start with correct metrics, then you will be able to fulfill scorecard.

Cascading Scorecards. Establish connection to scorecard located in the web or in local network

Strategy Maps in Balanced Scorecard Designer

Retail Banking Estimation Balanced Scoreboard Screenshots

Metrics for Financial Evaluation. This is the actual scorecard with Retail Banking Dashboard and performance indicators. The performance indicators include: non-interest income level,fee income level,return on capital employed,return on operating capital,overhead cost ratio,interest margin metrics,operating margin,interest margin,return on average assets,capital adequacy ratio.

These indicators can be converted from text into the visualized view with BSC Designer strategy map function. Right now you can download trial version of Retail Banking Dashboard or purchase full version of this Balanced Scorecard.

Some help information that explains how to interpret scorecard.

Some Balanced Scorecard help information that explains how to interpret scorecard. What scores and weights can be changed.

Download or purchase Retail Banking Estimation Balanced Scoreboard

Right now you can download a trial version of Retail Banking Estimation Balanced Scoreboard or purchase a full version online. Also, if you are interested you can subscribe to our e-course that helps a lot with Balanced Scorecard design.