Managing Director
Auto-generated starter dashboard · Executive workspaces
Starter dashboard
Executive Workspace
Available across Commercial Bank · SACCO · Microfinance Institution · Digital Lender
Tier
executive
Workspace tier
Workspaces
1
Executive
KPIs
4
From banking template
Reviews
3
Cadence
PBT vs plan
104%
+4pp
Customer growth
+8.1%
+1.4pp
Engagement
78
+3
Risk appetite breaches
2
-1
Strategy execution index
AI Strategy Advisor
Advisor prompt
Where are execution gaps vs the strategic plan and what should EXCO prioritize?
Revenue mix
- Retail27%
- Corporate18%
- Treasury28%
- Digital27%
Executive actions
- Approve Q3 strategic plan refreshDue Friday
- Review NPL recovery escalations3 items
- Sign-off engagement uplift planPending
Role KPIs — Managing Director
Role review cadence
- Weekly 1:1
- Monthly performance check-in
- Quarterly review