About this dashboard

A comprehensive view of key financial metrics for retail banking, focusing on deposits, loan volume, net interest margin, and new accounts opened by branch.

KPIs tracked

Total DepositsLoan VolumeNet Interest MarginNew Accounts OpenedTotal RevenueNet ProfitOperating ExpensesFree Cash Flow

Charts

Multi-Line ChartSparklineWaterfall ChartGauge ChartDonut ChartData Table

Strategic insights

Design recommendations

Color Palette Strategy

High

Use a mono-violet palette effectively by applying the primary color (#4C1D95) for headers and navigation. Utilize the secondary color (#8B5CF6) for key metrics and highlights, ensuring a consistent visual flow throughout the dashboard.

Primary · Background and headers
Secondary · Key metrics and highlights
Accent · Secondary elements
Highlight · Important data points
Muted · Subtle backgrounds
Light · Light accents

Layout & Grid System

High

Adopt a 12-column grid to maintain a 4:3 aspect ratio. Place KPIs prominently at the top for immediate visibility, followed by the charts in the middle, and filters in the sidebar or top bar. Ensure 16-24px padding and 16-20px gaps between cards for clarity.

Typography Hierarchy

Medium

Establish a clear hierarchy: Dashboard title at 24-28px bold, section headers at 18-20px semibold, card titles at 14-16px medium, and body text at 12-14px regular. Use a single font family (such as Inter or Segoe UI) for a cohesive look.

Data Visualization UX

High

Select chart types that best represent the data: Multi-Line Charts for trends, Waterfall Charts for variances, and Gauges for targets. Limit color usage per chart to 5-7 for simplicity, and ensure clear legends and consistent axis formatting.

Visual Hierarchy & Focus

Medium

Create a visual hierarchy by emphasizing the largest and most critical KPIs. Use whitespace to differentiate sections and apply subtle shadows or borders to cards to enhance depth. Utilize conditional formatting to highlight anomalies effectively.

Interaction & Feedback

Low

Incorporate hover states for interactive elements with an opacity change or subtle shadow effect. Provide visual feedback during data refreshes using loading skeletons, and consider drill-through navigation for detailed metric exploration.

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