Show team leads where requests sit in each branch, which loan actions are outstanding and with whom, and track the agreed baseline so projected benefits can be measured.

Operations

• Open requests: 186 (from email intake)
• Retention approvals: 42 (decision recorded)
• Offers accepted: 27 (of 42 approved)
• Discharges in progress: 64 (required loan actions)
• Outstanding loan actions: 219 (31 > 5 days)

Visuals: Request journey by branch; Outstanding loan actions by owner; Action ageing by action type; Requests needing attention

Benefit tracking

• Processing-time index: 60–70 (projected (before = 100))
• Accuracy index: 150 (projected (baseline = 100))
• Measured processing time: Pending (baseline not yet agreed)
• Measurement rule: Draft (per request type)

Visuals: Processing-time index; Accuracy index; How to read these