Banking dashboard template

Teller Retail Banking Dashboard Template

Teller is a single-file HTML dashboard for community bank branch operations: deposits, lending, staffing, fraud alerts, and vault cash across four branches.

Teller is a retail banking operations dashboard template for a community or regional bank. It is one self-contained HTML file with five register tabs, Deposits, Lending, Branches, Fraud Desk, and Vault and Cash, presenting the Friday close of the fictional Harborview Community Bank, prepared for the regional operations desk on Monday morning.

Teller's Deposits tab shows a passbook running ledger where 13 posted entries reconcile to the cent at a $382,200,000.00 close, with stamps for a rate change and a flagged $3.4M business withdrawal. A deposit mix panel splits checking, savings, certificates, and money market and sums to the same figure; a posted rates table lists 6 products led by a 4.05% APY 7-month CD special; and a 13-week deposit trend renders as an engraved bond-certificate area chart, up 4.3% over the run. Lending holds a sortable pipeline of 12 loan files with officer, amount, stage, and days-in-stage highlighting, an approval funnel by monthly cohort with pull-through rates, and delinquency aging across 5 products with the 90-day book at 0.09% against a 0.35% policy ceiling. Branches compares the four offices on deposits, new accounts, teller transactions, and average wait against a 5.0-minute target, with an hourly lobby floor strip and a Monday roster per branch. Fraud Desk queues 7 scored alerts that expand into analyst worksheets with escalation actions, beside a disposition ledger and a 12-week chargeback trend against a 10.5 weekly mean. Vault and Cash plots per-branch cash against insured limits and operating floors, the armored pickup schedule, 6 ATMs, and the drawer over/short log.

What is inside Teller

Passbook running ledger where 13 posted entries reconcile to the cent at a $382,200,000.00 close
Deposit mix bars across checking, savings, certificates, and money market that sum exactly to the book
Posted rates table for 6 products with APY and effective dates, including a 4.05% 7-month CD special
13-week deposit trend rendered as an engraved area chart, $366.4M to $382.2M
Sortable loan pipeline of 12 files with officer, amount, stage, and days-in-stage highlighting
Approval funnel by April, May, and June cohorts with pull-through percentages
Delinquency aging grid across 5 products and 30, 60, and 90-day buckets
Branch comparison with average wait flagged against the 5.0-minute target, plus hourly lobby counts and staffing rosters
Fraud alert queue with risk scores, expandable analyst worksheets, and escalate actions
Vault cash bars against insured limits and operating floors, with the armored pickup schedule and ATM status ledger

Specifications

Format	Single self-contained HTML file; zero dependencies, no build step
Theme	Passbook Navy
Mood	Light
Category	Banking
Price	$6.99, one-time

Who Teller is for

Teller serves regional operations managers, who open the Monday pack here: deposit movement, branch waits against target, vault breaches, and the weekend fraud carry-over in five tabs.

Branch managers read their comparison row, the hourly lobby count behind the wait time, and the Monday roster with drawers, PTO, and float coverage.

Loss prevention analysts triage the alert queue, expanding rows for worksheet detail and escalating with a two-click action that assigns the case.

Cash services staff watch the vault panel, where Millrace sits $18,940 over its insured limit and the Monday armored pickup is already booked.

When to reach for it

Teller fits a bank whose Monday operations meeting runs on printed register reports. The template reproduces that register as a living page: passbook, pipeline, roster, alerts, and vault positions, all typed from the Friday close.

It fits banks that need internal consistency they can trust. A verification block in the script asserts that branch deposits and product mix both sum to the passbook close, that every ledger row's running balance is exact, and that funnel stages never exceed the prior stage.

It also works as a front end for a real ops system. Branches, alerts, ATMs, pickups, and ledger entries are plain arrays, so a core banking feed can replace the sample data without touching the layout.

Frequently asked questions

Is this built for real banks?

Teller is built as a front-end template with fully fictional data, not as a system for real banks, and the footer says so. The value is the layout: the passbook, aging grids, rosters, and alert queue mirror how a community bank's Monday operations pack reads, so real figures drop into the same structure.

Do the numbers really tie out?

Yes, the numbers really tie out, by construction. A verification block in the script asserts that branch deposits and the deposit mix both sum to the passbook close, that every ledger row's running balance is exact to the cent, and that funnel stages never exceed the prior stage.

Can I add a fifth branch or more fraud alerts?

Yes, you can add a fifth branch or more fraud alerts: branches, alerts, ATMs, pickups, and ledger entries are all plain arrays. Add a branch object and the selector, comparison table, and region totals row recompute automatically.

What banking vocabulary does the layout assume?

The layout assumes branch operations vocabulary: teller drawers, vault limits, armored carriers, Reg CC holds, SAR filings, pull-through, and NSF returns. Each term appears in context, with notes explaining the operational read.