Performance Summary

The Performance Summary Tab captures and displays the KPIs 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 3-21 Performance Summary Tab

Filter level	Filter	Filter Type
Dashboard	Legal Entity	Drop-down list
	Line of Business	Drop-down list
	As-of-Date	Date selection
	Currency Type	Drop-down list
	Amount in	Drop-down list

The reports that are generated are detailed in the following table:

Table 3-22 Report Details

Report Name	Description
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 Report	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 percentage) are displayed for each product type. You can select the products through the report level dropdown. The report is available both in tabular and in line-graph format.