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Power BI Reporting for nCino: Enhance Lending, Onboarding, and Banking Operations with Smarter Analytics
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nCino to Power BI

Power BI Reporting for nCino: Enhance Lending, Onboarding, and Banking Operations with Smarter Analytics

Can Also be connected to 

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LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

Power BI transforms nCino banking and loan management data into powerful dashboards that help credit, operations, and executive teams monitor application pipelines, customer onboarding, and portfolio performance. With real-time reporting and cross-platform integration, Power BI empowers financial institutions to make faster, data-driven decisions.

KEY FEATURES

  • Loan Pipeline & Approval Metrics from nCino – Track deal volume, approval rates, and cycle times across loan officers, branches, or product types

  • Customer Onboarding & Account Activity – Analyse onboarding timelines, document completion, and relationship growth post-approval

  • Connected Banking Intelligence – Combine nCino data with core banking, CRM, or financial platforms to gain a unified view of customer and lending operations

  • Insightful Reports & Operational Alerts – Create dashboards for compliance, performance, or risk teams and receive alerts for bottlenecks or SLA breaches

OTHER DATA SOURCES

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

1300 844 431

info@reportsimple.com.au

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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