Weekly Commercial SMT Reporting

Below is the actual two-tab leadership dashboard sent to the SMT each Monday morning, rendered with completely fictional data for an invented broker (“Meridian Finance”). Every BDM, retailer, lender and number is invented — none of it relates to any real client or company.

The Overview tab carries independent BDM and retailer dropdowns, KPI cards, period tables, lender splits and a pipeline filter view. The Retailer Table tab is a sortable league table of the entire retailer book with a period switch (Last Week / MTD / QTD / YTD). All filtering, sorting and tab switching is fully functional in this preview.