Branch Unit Records Analysis Dashboard
Measure the collective business impact of a branch by tracking total records including accounts, leads, contacts, cases, and opportunities. Benchmark branch and banker performance by using the leader boards and analyze activity distribution by reference object for strategic planning. Identify top performance drivers and operational needs by isolating the top reasons to guide coaching and resource allocation.
Required Editions
For example, a branch manager can use the Branch Unit Records Analysis dashboard to identify which types of activities are driving the most business in the unit. Analyze account and lead volumes alongside record activity drivers to strategically direct training and resources toward high-impact areas that improve banker efficiency.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Financial Services Cloud Add-on License. |
Learn about the key metrics on the Branch Unit Records dashboard.
| Metric | Description |
|---|---|
| Total Branch Records | Shows the aggregate count of all records associated with the branch's activities and performance. Use this metric to track the overall volume of data that is managed by the branch. |
| Total Accounts | Shows the aggregate number of banking accounts managed by the branch. Use this metric to assess the overall size and depth of the customer base and product penetration. |
| Total Leads | Shows the aggregate number of all potential sales opportunities (prospects) currently in the pipeline. Use this metric to track the overall volume of new business opportunities the branch or banker is managing. |
| Total Contacts | Shows the aggregate number of individuals the bank maintains a relationship with. Use this metric to track the size of the network for targeted outreach and efficient relationship management. |
| Total Cases | Shows the total count of open or recently created service cases associated with customers or the branch. Use this metric to maintain a view of service needs and prioritize issue resolution. |
| Total Opportunities | Shows the aggregate number of all active sales opportunities in the pipeline. Use this metric to track the overall volume of potential new business and forecast future revenue. |
| Branch Record Activity | Shows an overview of the interactions and changes made to records associated with the branch. Use this metric to monitor and analyze the level of staff engagement and data maintenance within the branch. |
| Records by Reference Object | Shows a breakdown of the records grouped by the primary object that they relate to (account, contact, opportunity). Use this metric to analyze the composition of the branch's data and focus on specific record types. |
| Top Reasons for Record Activity | Shows the most frequent causes for interactions and changes to records (case closure, new lead creation). Use this metric to identify key drivers of staff activity and track the nature of engagement. |
| Banker Leaderboard | Shows a ranking of individual bankers based on key performance metrics (KPIs). Use this metric to track accountability and monitor the workload and effectiveness of individual team members within the branch. |
| Branch Leaderboard | Shows a ranking of different bank branches based on key performance metrics (KPIs). Use this metric to compare and analyze the success and efficiency of various branch locations. |
| Record Detail | Shows comprehensive information about a specific data record (account, a lead, or a case). Use this metric to maintain a complete view of the specific record for targeted analysis. |
| Name | Shows the name tracked, such as the branch, a banker, or a customer record. Use this metric to identify and search for a specific entity in the data logs and tables. |
| Branch Member | Shows the name or ID of a staff member assigned to the branch. Use this metric to track the performance and activity of individual personnel within the branch team. |
| Branch Relationship Reason | Shows the details or status of the relationship between the bank and a client managed by the branch. Use this metric to assess the strength and value of the branch's overall customer base. |
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