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 Margin Reports.

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

Table 3-48 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
The reports that are generated after you apply the filters are detailed in the following table:

Table 3-49 Report Details

Report Name Description
Risk Adjusted Performance Metric This report displays 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 such as Net Fee Income, Transfer Pricing Charge or Credit, Gross Interest Income, and Net Interest Margin. The margin values (in percentage) are displayed for each product type and product that can be selected through the report level drop-down. The report is available both in tabular and in line-graph format.