8.2.4.10 Pre-built Key Performance Indicators (KPIs)

Key Performance Indicators (KPIs) are pre-calculated values in the solution that measure performance for a specific objective over time. KPIs provide measurable metrics for businesses to track over time and gauge their progress. They also help with insights that help FI business leaders to make data driven decisions, measure their performance and plan at a strategic level.

Some pre-built KPIs are packaged in out-of-the box product and can’t be modified by the user. However, user has the flexibility to create their own KPIs.

The solution aims to cover most indicators used across the banking and FI industry.

Currently, the solution supports Account based KPIs for Loans and Deposits.

To access these visualizations, navigate through the following path:

1. Home → Catalog → Shared Folders → Data Foundation Custom Reports→ Key Performance Indicators.
2. The below results are displayed.
   • Balance Sheet
   • KPI Source Data
   The dashboard has a default set of filters as shown below and further filters can be added by the user.

   Figure 8-91 Pre-built Key Performance Indicators (KPIs)

   
   

   

   
   
3. Click on Balance Sheet. The below report is displayed.

   Figure 8-92 Balance Sheet - Casa Ratio

   
   

   

   
   

   Figure 8-93 Coverage Ratio

   
   

   

   
   
4. Click on KPI Source Data. The list of reports summary is displayed.
   • Common Account Summary
   • Source Data - Cards
   • Source Data - Loan Contracts
   • Source Data - OD Accounts