Monthly Employee Performance as per Serviced Accounts Report Template

This template will provide banks with smart insights on the overall performance of their Regional Heads in terms of the total account balance of their customers. It showcases the account balance trends for various business units along with the contribution of the existing customers to the overall growth. Using visual dashboards and narrative-based insights, it also shows the performance of the teams and its comparison with the peers.

The outcome of the template is designed to help sales teams to analyze the performance of their regional heads and teams, and take necessary steps to steer their performance towards achieving their sales goals.

It answers questions such as:

  • How is the overall performance of the Regional Head in terms of the total account balance?
  • Which business units have the most contribution towards the growth of service accounts?
  • What is the overall trend of the account balance for various business units?
  • What is the contribution of new and existing customers towards the total amount?
  • Who are the top performers in the team?
  • Which Area Managers (AMs) have the highest/least contribution towards the total account balance?
  • How has the Regional Head performed as compared to his peers?

To use this template, simply download it, connect/upload your data to the dashboard, and run the report, all in just a few clicks.