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BM-005 · Branch Management

Branch KPI Dashboard

Use a small set of branch measures to drive action, not just reporting

IN PREPARATION

Branch KPI Dashboard toolkit front cover

About this toolkit

A practical Branch Management toolkit that helps branch teams apply clear standards and turn evidence into owned action. Use a small set of branch measures to drive action, not just reporting.

What this toolkit helps you achieve

  • A four‐part cycle for running a branch dashboard: Select, Display, Review, Act
  • The Five Golden Rules of a branch KPI dashboard, on one page
  • A plain‐English guide to the four categories of branch KPIs

What’s included

  • A four‐part cycle for running a branch dashboard: Select, Display, Review, Act
  • The Five Golden Rules of a branch KPI dashboard, on one page
  • A plain‐English guide to the four categories of branch KPIs: Commercial, Customer Experience, Operational, People
  • A twelve‐question coaching bank for selecting, displaying and reviewing
  • A matrix for judging which KPIs are actually worth a place on the dashboard

Contents are shown for review while the toolkit package completes verification.

Best for

Branch managers and regional leaders reviewing balanced branch performance

Expected practical outcome

Choose metrics for what they explain about the branch, not for how easy they are to pull from the system. An easy number that explains nothing is worse than useless; it just crowds out the numbers that would actually help.