1. Business User Guide
  2. Dashboards for OFS RPA
  3. OFS RPA Dashboards
  4. Business Analysis
  5. Performance Summary
  6. Portfolio Mix

Portfolio Mix

This report displays the growth of key metrics such as No. of New Accounts, End of Period balance, and Sales across various Lines of Businesses within the bank. This is a sunburst report.

On clicking a particular distribution, a consolidated view of that particular distribution is displayed. For example, if you need to get a consolidated view of 2011 distribution, click on 2011. You get consolidated data of 2011 distribution on open customers, Line of Business, constituent products, and corresponding revenue. Further, you can get a consolidated view of open customers, Line of Business, constituent products, and corresponding revenue, by clicking any particular distribution. To view the overall report, click the center of the circular graph.

Figure 4-2 Portfolio Mix – Sunburst Report


This report provides details about customers distributed among various region along with the Line of Business. The report can be analyzed through various business parameters like; number of new and open accounts, revenues, spends etc. This is a zoomable map report.