Summary

This Power BI banking dashboard can be used by banks or other financial institutions to analyze their clients across various dimensions, including demographics, income groups, financial health and transactions. It combines interactive navigation with a slick and easy-to-read design that’s easily adaptable for your bank’s branding guidelines.

This report is the winning entry for the ZoomCharts Mini Challenge as part of the Onyx Data December 2024 Challenge.

Key Metrics of Banking Dashboard

This Power BI banking dashboard is designed for KYC analysis, and the interactive, cross-filtering visuals reveal multiple insights, including:

• Client demographics – age, gender, credit score, risk category.
• Overall financial health – debt, loan risk, debt-to-income ratio, etc.
• Transactions – total transactions, spending categories, locations, trends over time.
• Other insights – transactions per payment processor, payment method, status.

You can drill down and see more detailed insights directly in charts, and as you explore the report, other visuals will filter data to show relevant information across the entire report.

This Power BI banking dashboard is based on the challenge submission with minor refinements by the ZoomCharts team. See the original submission here.

How To Use This PBIX Template

To interact with this Power BI service desk dashboard, simply click any active elements directly on the charts. 
Download this report to see all the settings, formulas, and calculations. Try it out with your own data by making a few adjustments.