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Sales Intelligence | Branch Sample Report


Sample Branch
Branch : Central Plaza
Address : XXXX Bank Ltd, 2/6,
Sarat Bose Road, Kolkata, West Bengal
IFSC Code : XXXX0000014

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Catchment Study#


Data PointsDescription
Resident PopulationNumber of people living in 3km catchment
Age-Group Wise Resident PopulationNumber of people living in the catchment in each of the following Age Groups -
  • 18-25
  • 25-35
  • 35-45
  • 45-60
  • 60+
Average IncomeMedian Income of place in Rupees per month
Income-Group wise Resident PopulationNumber of people in each of the following Age Groups -
  • HIG %
  • MIG %
  • LIG %
FootfallGrowth Rate of Daily Footfall in Catchment
Income-Group wise Footfall SegmentationNumber of people in each of the following Age Groups -
  • HIG Visits %
  • MIG Visits %
  • LIG Visits %
Footfall at different Time Intervals of DayNumber of people living in different time intervals of day


Data PointsDescription
Product-wise Loan DisbursementsVolume of Disbursements of different Lending Products (in Cr)
Product-wise Loan DelinquencyDelinquency of different Lending Products (in %)
Credit Card UsageVolume of usage of Credit Cards
UPI UsageVolume of transactions of UPI
UPI Growth RateGrowth Rate of Volume of Transactions of UPI
Merchant-Type wise Transaction VolumeTotal Transaction Volumes of different Merchant Types in area -
  • Grocery
  • Chemist
  • Clinics & Diagnostics
  • Restaurants
  • Stores
  • Petrol Pumps

Total GST Turnover in AreaTotal Turnover of GST Registered Companies in area
Economic ActivityEconomic Activity of Area


Data PointsDescription
SME/MSME CountCount of SMEs/MSMEs
GST RegistrationsCount of GST Registrations
GST Turnover-wise CountCount of companies in different GST Turnover Brackets
Merchant CountCount of Merchants in different 16 Categories
  • Grocery
  • Chemist
  • Clinics & Diagnostics
  • Restaurants
  • Stores
  • Garages
  • Auto Store
  • Service Centre
  • Clothing Centres
  • Mandis
  • APMCs
  • etc.

Merchant ClassificationCount of Merchants for
  • Branded
  • Multi-Chain
  • Single Store
  • Mid-Market
  • Mass-Market
Merchant-wise Footfall for different Times of DayFootfall in different Merchant Types -
  • peak hours
  • weekends
Merchant Type-wise FootfallFootfall in different Merchant Types in the area.
Average Ticket SizeAverage Ticket Size at Merchant Level
Store Closures & Opening CountCount of stores opened & closed in recent time periods -
  • Monthly
  • Quarterly

Competitor Information

Data PointsDescription
Bank CountCount of Banks in the Area
ATM CountCount of ATMs in the Area
Count of Financial InstitutionsCount of the following financial institutions -
  • MFI (Microfinance Institutions)
  • NBFCs
  • Small Finance Banks
  • BC Agents
Details of Financial InstitutionsName, distance etc of the financial institutions in catchment-
  • Banks
  • MFI (Microfinance Institutions)
  • NBFCs
  • Small Finance Banks
  • ATMs
  • BC Agents

Area Information

Data PointsDescription
Market Area (%)Percentage (%) of Area under Market Type
Residential Area (%)Percentage (%) of Area under Residential Type
Office Area (%)Percentage (%) of Area under Office Type
Count of IT ParksCount of IT Parks in Area
Count of SocietiesCount of Societies in the Area
Segmentation-wise Society CountCount of Societies segmented by population belonging to HIG, MIG, LIG

Branch Potential#

Based on the above catchment study & the different products and their target audience definitions, the following can be defined customised for the Bank at a Branch level -

Data PointsDescription
Branch PotentialThe Potential of the Branch in terms of the KPI Defined (AUM, Accounts Opened etc.)
Product-wise PotentialPotential of Business for each Product
Resource NeededMan-power Planning in terms of Agents etc.
KPI TargetsTarget setting for different KPIs for the Branch