Performance Summary

The Performance Summary Tab captures and displays the Key Profitability Indicators (KPI) critical to the business. The Profitability Indicators are represented through a set of Risk-Adjusted Performance Metrics such as ROTA, RAROC, ROE, Total Expenses, Net Income, and so on, and Margin Reports.

You can generate the reports from this tab by applying the filters detailed in the following table:

Table 3-5 Performance Summary Tab

Filter level	Filter	Filter Type
Dashboard	Search by Customer Name/ID	Keyword search
	Customer Name	Drop-down list
	Legal Entity	Drop-down list
	As of Date	Date selection
	Currency Type	Drop-down list
	Amount in	Drop-down list

The reports that are generated from this tab are detailed in the following table:

Table 3-6 Report Details

Report Name	Description
Performance Summary Report-RAPM (Risk-Adjusted Performance Metric)	This report displays the KPIs such as Return on Total Assets, Risk-Adjusted Return on Capital (RAROC), Return on Equity (ROE), Total Revenue, Total Expenses, Net Income, and so on for a certain period through various Reporting Lines.
Margin Reports	The margin report contains margin values for Key Business Reporting Parameters like Net Fee Income, Transfer Pricing Rates, Gross Interest Income, and Net Interest Margin. The margin values (in percent) are displayed for each product type and products selectable through report level drop-down. The report is available both in tabular and in line-graphical format.