Performance Summary

The Performance Summary tab displays the following reports:

  • Portfolio Mix
  • Portfolio Mix - Sunburst Report
  • Revenue Distribution
  • Cross LOB Holding
  • Top 10 Products by Revenue
  • No. of Accounts by Region and Product
  • Summary of New Cusomers
  • New Business Summary by Channel
  • New Business Summary by Product
  • Summary of Closed Accounts
  • Origination Channel Performance