The document analyzes methodological guidelines for monitoring banking Operations, presenting a reference model and a pilot analysis for a business and sector dashboard. It highlights the challenges of measuring performance, emphasizing the importance of measurement in directing operational activities and improving efficiency. Through a pilot survey, the document explores specific processes such as transfers and payments, highlighting successful practices and variability in results among participating banks. Performance indicators (KPIs) for efficiency, risk, quality, and costs are presented. It concludes with considerations on how to consolidate a shared monitoring model and the need for a systematic approach to optimize performance in the banking sector.
