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Risk Reporting Templates

Branded, editable starting points for Excel, Power BI and Tableau—covering enterprise risk, incidents, KRIs, credit, liquidity, executive reporting and a sanitised Internal Credit Score (ICS) model.

Excel · 13 worksheets Power BI · PBIP Tableau · TWBX Formula driven RCL branded Sanitised sample data

Live client demonstrations

Explore enterprise-risk and ICS dashboards in your browser.

Change the period, risk view, business unit, fictional entity, scenario and qualitative adjustment to see the visualisations respond.

Open 2 interactive dashboard demos ↗

Professionals reviewing a risk matrix and control evidence

Enterprise risk register Risk events, causes, consequences, controls, inherent and residual scoring, appetite, actions and escalation.

Incident & loss event report Detection, severity, impact, containment, root cause, regulatory assessment and closure.

5×5 probability × impact matrix Formula-based scoring with illustrative likelihood and impact calibration.

KRI monitoring Direction-aware thresholds, trends, management commentary and RAG status.

Counterparty credit monitoring Limits, exposure, utilisation, collateral, PD/LGD, expected loss and watchlists.

Liquidity monitoring Cash, HQLA, facilities, net outflows, buffers, survival horizon and LCR proxy.

Executive risk dashboard KPI cards, risk profile, category analysis, six-month trend, heatmap, priority actions and decisions.

Internal Credit Score (ICS) dashboard Explicit 1–10 internal score, fictional Entity A–D selector, financial ratios, scenario sensitivity, data-quality flags and documented adjustment.

ICS peer comparison Sanitised Entity A–D comparison, calculated ratios, scorecards and portfolio conclusion.

Checks, BI staging & instructions Usage notes, chart drivers, colour conventions, formula controls and confidentiality checks.

Three download formats

Risk Reporting & Dashboard Pack

Use the packs to test reporting design, structure workshops or accelerate a first draft. Every format includes the Risk Consulting London logo and only fictional, sanitised sample data.

RCL branded 13 Excel sheets BI starter data No macros

ExcelReporting, dashboard & ICS workbook13 branded worksheets · formulas · checks · no macrosDownload .xlsx ↓ Power BIPBIP risk dashboard projectPBIR report · semantic model · CSV data · theme · logoDownload PBIP .zip ↓ TableauPackaged risk dashboardTWBX workbook · local data · logo · setup guideDownload .twbx ↓

Power BI is supplied as Microsoft’s folder-based PBIP project format—not a fabricated PBIX file. Open and refresh it in a current Windows Power BI Desktop. Tableau is supplied as a packaged TWBX workbook for Tableau Desktop or Reader. Each download includes setup and validation notes.

Explore interactive dashboards ↗ Ask about custom reporting ↓

Ask a risk question

Have a query before you download or engage?

Send a concise question about the templates, a dashboard requirement, end-to-end risk management or outsourced risk-function support. The message is delivered directly through the website.

Template customisationDashboard designEnd-to-end ERMOutsourced risk function

What you still need to decide

The workbook deliberately avoids pretending there is one universal answer. Your firm must determine its material risks, definitions, risk capacity and appetite, metric ownership, data lineage, thresholds, committee cadence, regulatory notification process and evidence standards.

Risk taxonomy Use categories and definitions that reflect your actual business model and obligations.

Likelihood & impact Calibrate scales with concrete financial, customer, regulatory and operational outcomes.

Risk appetite & limits Connect thresholds to capacity, escalation, decision rights and approved governance.

Data lineage Identify authoritative sources, reconciliations, quality controls and accountable owners.

Committee reporting Focus on exceptions, trend, decisions, remediation and closure—not data dumping.

Assurance Test whether controls and reporting operate in practice and whether evidence is reliable.

Need it tailored to your firm?

We can adapt the structure to your risk taxonomy, appetite, entities, committees, data sources and regulatory framework, then help embed the process with owners and decision-makers.

Discuss a tailored reporting pack ↗

These examples are general and illustrative. They do not constitute legal, regulatory, accounting or financial advice and should not be used without firm-specific review and approval.

Good reporting should trigger decisions—not decorate a committee pack.

We can help you tailor the templates, fix weak data and controls, or build the full reporting process end to end.

Discuss your reporting ↗

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