Assistant Branch Manager
Auto-generated starter dashboard · Branch · Manager workspaces
Starter dashboard
Branch Workspace
Manager Workspace
Available across Commercial Bank · SACCO · Microfinance Institution · Digital Lender
Tier
branch
Workspace tier
Workspaces
2
Branch · Manager
KPIs
4
From banking template
Reviews
3
Cadence
Branch score
81/100
+4
CASA ratio
62%
+2pp
PAR>30
3.8%
-0.5pp
CSAT
4.3/5
+0.1
Branch performance trend
AI Branch Coach
Coaching prompt
What 3 actions will most improve this branch's performance this week?
Revenue mix
- Loans12%
- Fees45%
- Forex12%
- Bancassurance31%
Today at the branch
- Morning huddle — 8:30amConfirmed
- Cash recon — open variance KES 12,400Action required
- VIP client visit — 11:00amRM: J. Otieno
- Mystery shopper feedback readyScore 88/100
Today's evidence
- Daily cash reconciliationPending
- Branch attendance logSubmitted
- Customer complaints logSubmitted
Role KPIs — Assistant Branch Manager
Role review cadence
- Weekly 1:1
- Monthly performance check-in
- Quarterly review