Banking Financial Performance

About the Template:

This advanced Power BI template delivers a full financial performance view for banking institutions, combining revenue, expenses, profitability, and regional contributions. It empowers finance teams and executives to monitor plan vs. actual progress, evaluate sales representative and city-level performance, assess category-based costs, and make data-driven decisions with clear monthly trends and KPIs.

Key Features:

1. Comprehensive monitoring of Revenue, Expenses, Net Profit, and Profit Margin KPIs
2. Full-year Actual vs. Planned comparison for revenue and expenses
3. Sales representative performance tracking with achievement ratios
4. City-level performance analysis for actual vs. planned revenue
5. Product-level revenue distribution with monthly breakdown
6. Detailed expense analysis by category, city, and OPEX vs. CAPEX
7. Year-over-year category comparison (2024 vs 2025)
8. Interactive slicers for Year, Month, and City

Top Visuals:

Page 1 — Overview

1. Monthly Revenue and Expenses (Line Chart)
2. Total Revenue (KPI)
3. Actual Expenses (KPI)
4. Net Profit (KPI)
5. Profit Margin (KPI)
6. Revenue vs Plan (KPI)
7. Actual Revenue by Product (Donut Chart)
8. Expense by Category (Bar Chart)
9. Revenue vs Planned — SalesRep Table
10. Cities Performance Table

Page 2 — Revenue

1. Actual Revenue vs Planned Over Year (Line Chart)
2. Actual Revenue (KPI)
3. Planned Revenue (KPI)
4. Revenue Achievement % (KPI)
5. Monthly Actual Revenue by Product (Clustered Column Chart)
6. Actual and Planned Revenue by City (Column Chart)
7. Revenue Matrix (SalesRep / Channel / City / Product)

Page 3 — Expenses

1. Actual Expenses vs Planned Over Year (Column + Line Combo)
2. Actual Expenses (KPI)
3. Planned Expenses (KPI)
4. Variance Amount (KPI)
5. Variance % (KPI)
6. Category Comparison (2024 vs 2025) (Column Chart)
7. Expenses by Category (Matrix/Table)
8. Expense by City (Bar Chart)
9. Actual Expenses by Expense Type (Donut Chart)
10. Operational vs Capital Expenses Trend (Line Chart)

Pages and Navigation:

1. Overview
2. Revenue
3. Expenses