Dashboard
Personal Banker Dashboard
As of May 21, 2026, 10:21 PM ยท Viewing as Erich Picchietti
New Deposits to Goal
This Month
$521k (69%)
How am I tracking against my goals?
View Report (My Closed Deals)
Referral Pipeline
This Month
Total Record Count: 14
View Report (Retail Loan Pipeline)
Activity by Personal Banker
This Week
View Report (Activities by Sales Rep)
Referrals Closed Leaderboard
This Month
View Report (New Leads & Referrals Commission)
Referral Conversion Rate
By PB This Week
| Opportunity Owner | Close Rate |
|---|---|
WW Wendy West | 70% |
SL Sofia Lopez | 100% |
RE Ricky East | 62% |
KJ Kim Johnson | 100% |
KC Kasey Central | 85% |
JC Justin Chen | 100% |
View Report (Close Rate by Sales Rep)
Referral Commission Leaderboard
This Month
View Report (New Leads & Referrals Commission)
Tasks
Calendar
Today's Tasks
Einstein Insights
Opportunities (22)