Heritage Valley Bank — CEO Executive Dashboard

A walk through the product

Eleven steps through the five workspaces a community bank chief executive uses to monitor, decide and communicate. The product runs in the window beside this column; each step loads the part it is about.

1The daily brief
2Turning it into work
3Headline figures
4Where a figure comes from
5Asking a question
6Reporting periods
7Branch performance
8Credit and liquidity
9The board package
10On a phone
11How findings appear

Step 6 of 11

Reporting periods

A compact reporting-period control sits inside every workspace: year to date, this quarter, last quarter and last full year. Choosing one recalculates the active workspace without changing the executive job selected above it.

The daily view and the quarterly board view are the same page computed the same way, so a quarter cannot quietly disagree with the year around it. The quarter-end numbers are already assembled rather than rebuilt by hand.

Look atThe Q2 2026 reporting-period control, then the figures beneath it.

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