Banking · Power BI template

Retail Banking Branch Performance Power BI template

Power BI bank branch performance dashboard template: deposits, net new accounts, cross-sell, NPS and digital adoption with a branch map and league table.

By · Founder & Reliability Engineer · Updated

Free for commercial use

Dark version: same layout, colours re-solved and checked for WCAG AA contrast.

Retail Banking Branch Performance Power BI dashboard template: 6 KPI cards, a map, an area chart, a donut chart, a table and 2 slicers on a 1280×720 page

BetaOpens in Power BI Desktop with 5 tables of sample data and every visual bound. See what’s inside

Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).

Customise in the design studio →
Layout
Logo header card, 6 compact KPIs, branch map + deposit trend + product donut, full-width league table
Page size
1280×720 px (16:9, Power BI default)
Theme
Boardroom Blue

Open the sample-data PBIP in Power BI Desktop

Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).

  1. 1

    Unzip to a short path and open the .pbip

    Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.

  2. 2

    Select Refresh once

    The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.

  3. 3

    Save as .pbix or connect your data

    Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.

What’s inside the Bank Branch sample model

Rendered from the same definition the download writes as TMDL, so this list always matches the file.

Tables
5
Fact rows
384
DAX measures
8

Twelve fictional branches in three US regions: month-end deposit balances, customers, products held, loan originations, NPS survey counts and digital-banking users (Nov 2025 to Oct 2026), plus quarterly account openings by product. Units: US dollars; accounts and customers in units; NPS from −100 to 100.

Tables and columns

Calendar

Date table · 2025–2026, one row per day

Date table generated in Power Query (List.Dates), marked as the model's date table.

  • Date (date)
  • Year (whole number)
  • Quarter (text)
  • Month (text)
  • Month Name (text)
  • Week Start (date)
  • Weekday (text)
  • Fiscal Year (text)

Branch

Dimension · 12 rows

Fictional branches with their city and region.

  • Branch (text)
  • City (text)
  • Region (text)

Account Product

Dimension · 5 rows

Products customers open.

  • Product (text)

Branch Month

Fact · 144 rows

One row per branch per month. Balances, customers, products held and digital users are month-end snapshots.

  • Date (date)
  • Branch (text)
  • Deposit Balance (decimal)
  • New Accounts (whole number)
  • Closed Accounts (whole number)
  • Loans Originated (decimal)
  • Customers (whole number)
  • Products Held (whole number)
  • Promoters (whole number)
  • Detractors (whole number)
  • Responses (whole number)
  • Digital Users (whole number)

Account Openings

Fact · 240 rows

Accounts opened per branch, product and quarter.

  • Quarter Start (date)
  • Branch (text)
  • Product (text)
  • Accounts Opened (whole number)

Relationships

Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.

  • 'Branch Month'[Date] → 'Calendar'[Date]
  • 'Branch Month'[Branch] → Branch[Branch]
  • 'Account Openings'[Quarter Start] → 'Calendar'[Date]
  • 'Account Openings'[Branch] → Branch[Branch]
  • 'Account Openings'[Product] → 'Account Product'[Product]

DAX measures

All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.

Deposit BalanceDeposits at the latest month end in context.
Deposit Balance =
VAR LastMonth = MAX ( 'Branch Month'[Date] )
RETURN
    CALCULATE ( SUM ( 'Branch Month'[Deposit Balance] ), 'Branch Month'[Date] = LastMonth )

Format string: $#,0

Deposit Growth %Change in deposits from the first to the last month in context.
Deposit Growth % =
VAR FirstMonth = MIN ( 'Branch Month'[Date] )
VAR Opening = CALCULATE ( SUM ( 'Branch Month'[Deposit Balance] ), 'Branch Month'[Date] = FirstMonth )
RETURN
    DIVIDE ( [Deposit Balance] - Opening, Opening )

Format string: 0.0%

Net New AccountsAccounts opened minus accounts closed.
Net New Accounts =
SUM ( 'Branch Month'[New Accounts] ) - SUM ( 'Branch Month'[Closed Accounts] )

Format string: #,0

Loans OriginatedNew lending booked.
Loans Originated =
SUM ( 'Branch Month'[Loans Originated] )

Format string: $#,0

Products per CustomerCross-sell depth at the latest month end.
Products per Customer =
VAR LastMonth = MAX ( 'Branch Month'[Date] )
RETURN
    DIVIDE (
        CALCULATE ( SUM ( 'Branch Month'[Products Held] ), 'Branch Month'[Date] = LastMonth ),
        CALCULATE ( SUM ( 'Branch Month'[Customers] ), 'Branch Month'[Date] = LastMonth )
    )

Format string: 0.00

Branch NPSNet promoter score from branch surveys.
Branch NPS =
DIVIDE ( SUM ( 'Branch Month'[Promoters] ) - SUM ( 'Branch Month'[Detractors] ), SUM ( 'Branch Month'[Responses] ) ) * 100

Format string: 0

Digital Adoption %Customers active in online or mobile banking.
Digital Adoption % =
VAR LastMonth = MAX ( 'Branch Month'[Date] )
RETURN
    DIVIDE (
        CALCULATE ( SUM ( 'Branch Month'[Digital Users] ), 'Branch Month'[Date] = LastMonth ),
        CALCULATE ( SUM ( 'Branch Month'[Customers] ), 'Branch Month'[Date] = LastMonth )
    )

Format string: 0%

Accounts OpenedAccounts opened by product.
Accounts Opened =
SUM ( 'Account Openings'[Accounts Opened] )

Format string: #,0

What each visual is bound to

The PBIP opens with these fields already on each visual.

Field bindings per visual
VisualFields
RegionSlicerBranch[Region]
QuarterSlicerCalendar[Quarter]
DepositsCard[Deposit Balance]
Net new accountsCard[Net New Accounts]
Loans originatedCard[Loans Originated]
Products per customerCard[Products per Customer]
Branch NPSCard[Branch NPS]
Digital adoptionCard[Digital Adoption %]
Deposits by branchMapBranch[City], [Deposit Balance]
Deposits by monthArea chartCalendar[Month], [Deposit Balance]
New accounts by productDonut chart'Account Product'[Product], [Accounts Opened]
Branch league tableTableBranch[Branch], Branch[Region], [Deposit Balance], [Deposit Growth %], [Net New Accounts], [Products per Customer], [Branch NPS], [Digital Adoption %]

Questions this dashboard answers

Each one is answered by a visual on the page, from the sample model's own tables and measures.

About this dashboard layout

Branch networks are run from a league table, so it gets the full width of the bottom of this page: each branch with its region, month-end deposits, deposit growth over the period, net new accounts, products per customer, branch NPS and the share of customers who use online or mobile banking. Sort by any column to rank the network on that measure.

Six compact cards above it carry the same numbers for the whole selection plus loans originated. Deposits, products per customer and digital adoption are month-end snapshots, so their measures read the latest month in context; net new accounts and loans originated are flows and simply add up.

The middle row gives context: a map of branches sized by deposits, deposits by month, and new accounts by product (checking, savings, credit card, personal loan, mortgage) from a quarterly openings table. Pick a branch on the map and the donut shows what that branch actually sells.

The sample covers twelve fictional branches in Midwest, East and West regions over twelve months. City names are real so the map geocodes; branch names and every number are made up.

Visuals on the page

Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.

Visual positions in the Retail Banking Branch Performance template
VisualTypeXYWidthHeight
RegionSlicer9043216040
QuarterSlicer10803216040
DepositsCard4012016056
Net new accountsCard24812016056
Loans originatedCard45612016056
Products per customerCard66412016056
Branch NPSCard87212016056
Digital adoptionCard108012016056
Deposits by branchMap40224424216
Deposits by monthArea chart512224416216
New accounts by productDonut chart976224264216
Branch league tableTable404881200192

Custom visuals for this layout

Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.

Already have a report?

Brand Makeover tries Retail Banking Branch Performance first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 10 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.

Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (10 data slots; this preset uses templates with at most 7).

Restyle my report into this

Swap a slot for a custom visual

Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.

Generate one that fits this layout.

Card · 160×56 px · bound to [Deposit Balance]

1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.

Brief sent to the generator (you can edit it there)

A Power BI card visual titled "Deposits". It sits in a 160×56 px slot on a designed report page. Match the report's brand: data colours #2563EB, #0D95D2, #119B8B, #8B5CF6, #BF7B09, #EF4444; background #FFFFFF; text #0F172A; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Deposit Balance]; keep the same data roles so the fields drop straight in.

Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.

Colours and theme

Boardroom Blue

A light corporate Power BI theme: white cards on cool grey with a confident royal-blue lead colour and eight distinct data colours. Download the theme JSON.

See the Boardroom Blue palette and contrast checks →

Use the background in an existing report

Prefer to keep your own report? Apply the design to it instead of opening the PBIP.

  1. 1

    Download the background

    Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.

  2. 2

    Set the canvas background

    Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.

  3. 3

    Import the theme

    Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.

  4. 4

    Place your visuals

    Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.

Questions about this template

Does the Retail Banking Branch Performance template come with sample data?

Yes. The “PBIP with sample data” download contains a semantic model with 5 tables and 8 DAX measures, and every visual on the page is already bound to it. The sample: Twelve fictional branches in three US regions: month-end deposit balances, customers, products held, loan originations, NPS survey counts and digital-banking users (Nov 2025 to Oct 2026), plus quarterly account openings by product. The data is written into each table's Power Query step, so there is no data source or sign-in.

Is it a .pbix file?

It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.

What visuals are in the Retail Banking Branch Performance template?

The page has 12 visual areas: 2 slicers, 6 cards, 1 map, 1 area chart, 1 donut chart, 1 table. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.

Which theme does the Retail Banking Branch Performance template use?

It ships with the Boardroom Blue theme (light tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.

Is there a dark version of the Retail Banking Branch Performance template?

Yes. Switch the preview to Dark and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a dark page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.

How do I use the background image in Power BI Desktop?

Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.

Can I open the PBIP project in Power BI Desktop?

Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.

Dashboard guides that use these visuals

Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.

KPI cards for this layout

Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.

Want the headline numbers to look like cards rather than plain values? Browse the KPI card gallery or build your own in the SVG measure builder.

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Make the Retail Banking Branch Performance template yours

Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.

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