Financial Services Dashboards

iDashboards’ Financial dashboard software is providing financial institutions real-time visibility to their data and greater insight into their key performance indicators (KPIs). With iDashboards’ interactive dashboard software, dashboards are customized for each organization taking into account their data sources, business metrics, financial KPIs and the goals of the organization.

A finance dashboard, can display financial and operational results such as profitability of products, services and channels; other finance dashboards can include customer satisfaction and churn rate, call center performance and loan and mortgage rates. Our customers within the financial services industry have also implemented business dashboards such as mortgage operational dashboard, financial scorecard, and an executive level CFO dashboard.

From drilldowns to analytics, see why our customers love iDashboards.
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Success Stories
Navy Federal Credit Union needed technology that provided a real-time view into KPIs and the ability to be notified through email alerts when KPI thresholds are exceeded. Find out how NFCU was able to accomplish this with iDashboards.
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CFOwise, was often faced with the challenge of explaining complicated metrics to clients who weren’t finance minded.  Find out how iDashboards has helped them to conduct business more efficiently and save their clients millions.
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Turn Your Data Into Insight - Learn how iDashboards can easily turn data into decisions with real-time, interactive dashboards.
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    Credit Union Forecast
This multi-branch Credit Union illustrates forecasted trends for financial and non-financial metrics.  Buttons at the top can show individual branch details.
  Credit Union Loans
Coastal Credit Union examines performance metrics for various loan types.  Every chart drills into details regarding branch, loan officer, or loan type.
  • American Credit House
  • CFOwise
  • Columbia Credit Union
  • Defense Finance & Accounting Services
  • First Option Mortgage
  • JP Morgan Chase
  • Leslie Rudd Investment Co.
  • LGE Community Credit Union
  • LPL Financial
  • Navy Federal Credit Union
  • PARDA Federal Credit Union
  • PNC Capital Markets
  • SAC Federal Credit Union
  • Sandia Laboratory Federal Credit Union
  • Turn10
  • United Federal Credit Union
  • United Mortgage & Loan Investment, LLC