Banks · Analytics and reporting
See which branch's marketing is actually converting into new accounts, in plain numbers.
Dashboards and reporting for a bank means a clear, regular view of enquiries, conversions and campaign performance by branch and product, in plain language. It is not a raw data export nobody has time to interpret. GullySales builds and delivers this on an enquiry basis.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
What analytics and reporting means
Analytics and reporting is tracking where each enquiry actually came from, be it a search, an advert or a walk-in, instead of guessing which channel is working. GullySales builds this tracking from the first conversation and sends a plain report by enquiry source rather than by activity done.
Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.
For banks
Where it usually goes wrong, and what we would do.
“Branch-level reporting reveals what a bank-wide average hides”
A bank-wide conversion rate can look acceptable while masking one branch performing very well and another badly, and only branch-level reporting surfaces the difference worth acting on.
“Campaign attribution needs to survive a branch visit”
A customer who saw an advertisement online but opened the account in person still needs to be counted against that campaign, or the reporting understates what is actually working.
“A monthly cadence matches how banking decisions get made”
Reviewing enquiry and conversion data monthly, rather than only annually, lets a branch adjust its approach to a scheme or a season while it can still make a difference.
What we do
What we deliver for banks.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Branch and product enquiry dashboard
A dashboard showing enquiries, conversions and campaign performance by branch and product, in plain language rather than a raw export.
Result: You see which branch is actually converting, not a bank-wide average.
Offline attribution for online research
A method for crediting a campaign when a customer researched online but opened the account in branch.
Result: A campaign's real contribution is counted, not understated.
Report against a recorded baseline
A report comparing this month's enquiries, reply time and conversion against the baseline recorded before the work started.
Result: You can see whether the numbers are actually moving, and from where.
Plain-language summary alongside the data
A short written summary accompanying each report, explaining what changed and why, not just the numbers.
Result: You understand the report without needing to interpret it yourself.
How the result is measured
- Enquiries by source
- Cost per enquiry by channel
- Conversion rate by channel
Recorded as a baseline before work starts, so every later report has an honest comparison.
Fields for each enquiry record
Branch-level reports are only as good as the six fields recorded when the enquiry arrives.
- Product and sub-product
- Record home loan, Kisan credit, education loan, fixed deposit or NRE deposit, not just the word loan. Reports by product need this on the first line.
- Source of the enquiry
- Choose from a short fixed list: walk-in, DSA with the DSA's name, website form, WhatsApp, branch listing call, camp or an existing customer's referral.
- Branch and officer assigned
- Write the branch and the officer who took the enquiry, so a comparison between branches or desks rests on the same fields and not on memory.
- Dates for each stage
- Log the dates of enquiry, documents received, forwarded for sanction and account opened or loan released, as far as the branch can see them.
- Reason when it stopped
- Use fixed reasons: customer declined, not eligible, chose another bank, no response. Free text turns into a record nobody can add up.
- Consent to be contacted
- Note whether the customer agreed to be contacted on WhatsApp or SMS, and for what purpose, so follow-up messages respect what was agreed.
Who it is for
This is written for these banks.
- Private sector bank branches
- Public sector bank branches
- Regional rural banks
- Cooperative banks
- Small finance banks
- Business correspondent networks
- NRI-focused branches
- MSME-focused branches
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the analytics and reporting work runs
- 1
Understand what counts as success
We agree what a good enquiry looks like for your business before measuring anything.
- 2
Audit current tracking
We check what is already being tracked correctly, half tracked, or not tracked at all.
- 3
Set up shared tracking
Analytics, forms, call tracking and the CRM are connected so an enquiry can be traced to its source.
- 4
Build the reporting format
A single report template is agreed, so every month's numbers are comparable to the last.
- 5
Report and adjust
Numbers are reported with a recommendation, and campaigns are adjusted based on what the numbers show.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
What does the report actually include?
Do we need new software for this?
Who should see customer-level data in these reports?
What if the branch cannot see whether a loan was sanctioned?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
From the blog
Further reading for banks.
6 min read · 6 Oct 2026How buyers decide which lender or adviser to trustPeople choosing a bank, lender, insurance agent, adviser or payment company start from a name someone gave them, then check you before they call. This post sets out what they look for and where firms lose them.
7 min read · 21 Sept 2026How to advertise to airport travellersA terminal is a small number of regular flyers counted many times, and the crowd changes completely between the six o'clock bank and the summer holidays.
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Also for banks
Or start from the overview: sales and marketing for banks.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.