Banking Dashboard

Overview

The Banking Dashboard provides a unified, data-driven workspace for financial managers and analysts.
It consolidates balances, transactions, customer intelligence, and portfolio health into a modern financial interface designed to support real-time decision-making and long-term strategy development.

Key Features

Financial Overview & KPI Tracking

Track essential financial indicators - including balances, net flow, revenue, expenses, and portfolio risk - to assess performance, uncover trends, and guide strategic planning across accounts and customer segments.

Accounts & Transaction Oversight

Manage account activity with advanced filtering, detailed transaction views, categorization insights, and receipt previews to support audits, reporting, and deeper financial analysis.

Customer Insights & Segmentation

Analyze customer segments, review behavioral patterns, and explore financial attributes through interactive profile cards and visualizations that help identify high-value, high-risk, or emerging customer groups.

Reporting & Export

Generate tailored reports with selectable metrics, custom date ranges, scheduled email delivery, and export options for PDF or Excel - streamlining compliance, executive updates, and financial reviews.

Use Cases

• Banking analytics dashboards for financial operations teams
• Account performance monitoring for finance managers
• Customer intelligence tools for relationship & portfolio teams
• Internal reporting systems for financial analysts
• Risk & revenue tracking for digital banking product teams

Start Building Your Own Banking Dashboard

‍Use this Banking Dashboard template to create a fully customized financial management workspace. Connect real accounts, customer data, and revenue metrics, automate reporting, and deliver real-time insights using UI Bakery’s low-code platform.