81%

Reduced Time to Insight

60%

Reduced Maintenance and Cost Efforts

35%

Profit in Program Budget Handling

100%

Data Security at All Levels

This program management dashboard, Top 20 Program Radar, gives bank business leaders one place to track program budgets, timelines, and completion statuses across wealth management, retail banking, and corporate banking. Leaders use it to decide where programs need attention. Infocepts built it as a Tableau web dashboard.

What problem did this dashboard by Infocepts solve for the bank?

The bank manages multiple programs across wealth management, retail banking, and corporate banking. Tracking them manually was time consuming and prone to errors. Infocepts developed a proprietary web dashboard and moved the tracking to enterprise reporting that consolidates key program data, which cut the manual effort for the bank’s business leaders.

What does the program management dashboard track?

Top 20 Program Radar tracks budgets, timelines, and completion statuses for the bank’s twenty highest priority programs. Data from all three banking functions sits in one easy to use platform. Leaders check program health in one place instead of collecting twenty separate updates, and the view stays current in real time.

Who uses program management dashboards in Financial Services companies and how?

Bank business leaders use the dashboard to see how programs are tracking against budget and schedule. Program management office teams use it for portfolio level oversight across functions. Because the programs compete for the same budget and attention, executives can compare their health side by side instead of reading separate updates from each business line.

What business impact did the bank see after rollout?

Reported results include 81% reduced time to insight, 60% reduced maintenance and cost effort, 35% profit in program budget handling, and 100% data security at all levels. Manual tracking effort dropped as program data moved into one platform.

Key metrics: program budgets, timelines, completion statuses, time to insight, maintenance and cost effort, and data security.

Explore more examples in the Financial Services section, see the financial analytics dashboard for banking or the transaction analytics dashboard, or read our case studies.

Want a program tracking dashboard for your bank? Talk to our team about what to track and how to build it.

Frequently asked questions

A program management dashboard consolidates budget, timeline, and completion status across a bank’s programs into one platform. It replaces manual tracking done program by program. Business leaders and program management office teams use it to see portfolio health quickly and decide where to step in.

Budgets, timelines, and completion statuses are the core. Top 20 Program Radar tracks them for a bank’s twenty highest priority programs across wealth management, retail banking, and corporate banking. Limiting the view to priority programs keeps leaders focused on the ones that need a decision.

Manual, spreadsheet based tracking is time consuming and error prone at scale. A status update can be out of date by the time leaders read it. Consolidating tracking into one dashboard cuts the manual effort. Reported results include 81% reduced time to insight after rollout.

Programs in wealth management, retail banking, and corporate banking compete for the same budget and leadership attention. A single consolidated view lets executives compare program health across functions rather than reviewing separate updates from each business line. Common measures, such as budget and completion status, make the comparison fair.

Start with how the program management office reports today, then agree on the measures leaders need, such as budget, timeline, and status. Build one platform that consolidates program data, and design views for fast scanning. Infocepts delivers this through data product design, tailored to each bank.

Top 20 Program Radar is purpose built to track a bank’s priority programs. Decision360 is a fully managed analytics platform that delivers automated insights, NLP driven data search, data stories, and real time alerts to enterprise teams. Choose the radar for program oversight and Decision360 for broader managed analytics.