The Dashboard Spy

March 29, 2006

Executive Dashboard for Private Asset Management – screenshots from a major bank

Filed under: Dashboard Screenshots — dashboardspy @ 4:18 pm

These enterprise dashboard screenshots are hard to read, but worth squinting at. Thanks to the hard work of a well-placed Dashboard Spy at a major banking enterprise, we can see the screen flow for a wealth management client. We start off with the basics – Current asset mix, breakdown of accounts, client details, risk profile. Then the application moves across tabs into the Investment Planning tab which follows the investment framework of the bank. There is a checklist to follow which produces an Investment Profile and Plan. The screenshots even show the edit mode. Enjoy and, shh… don't tell anyone! 

Enterprise Dashboard ScreenshotBusiness Dashboard

Digital DashboardBusiness dashboard

Dashboard ScreenshotKPI Dashboard

Balanced Scorecard

So what or who is The Dashboard Spy? As his about page states, The Dashboard Spy is just a guy interested in the design of enterprise dashboards. He could not find any executive dashboard design source books (or even screenshots of real business dashboards) and so set about creating his own. Finally convinced to post his extensive collection of dashboard screenshots online, he was amazed to find how popular it has become. If you have a nice screenshot of a digital dashboard, balanced scorecard, or any business intelligence graphic to share, please send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy's favorite books.

3 Comments »

  1. Excellent resource on dashboards… I found it just as I’m about to start a major project on this very topic! Thanks for putting this together.

    Comment by Ethan — March 29, 2006 @ 10:03 pm

  2. You are most welcome. I’ve seen too many people reinvent the wheel on dashboard projects. Let’s all pool our brain power and bring dashboard presentation of actionable business intelligence to a higher level. The business users will thank us and write more checks for new projects and additional phases. Please link to https://dashboardspy.wordpress.com as much as possible to spread the word across the community. Regards The Dashboard Spy.

    Comment by dashboardspy — March 29, 2006 @ 10:09 pm

  3. Hello Dashboard Spy. I enjoy your blog about financial dashboards . It is good to see such information. I have been studying this topic for many months now and am glad to see so many examples. I will visit your site often.

    I was very interested in seeing your post about “KPI Requirements for Dashboard Projects – Using the KPI Wheel”. Thank you for the information about this dashboard topic. There is a dashboard project at work about this subject.

    The wheel graphic is very nice. I like the colors and the questions are very interesting – What Question? Who’s Asking, Why is it Important, etc. I think it is very good. I also like the layout of the screen. I have a question about the boxes on the right side. Is the user supposed to type the answers to the questions into the boxes?

    Comment by saibaba — November 21, 2007 @ 11:27 pm


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