1. Business User Guide
  2. Dashboards for OFS RPA
  3. OFS RPA Dashboards
  4. Relationship Manager Insights
  5. Relationship Manager Org Performance

Relationship Manager Org Performance

This report provides details of each Relationship Manager's performance at an Account Manager's level with details of customers, holding, total revenue, percent contribution to the business, and both direct and indirect revenue generation.

Figure 4-58 Relationship Manager Org Performance


This report provides details of each Relationship Manager's performance at an Account Manager's level with details of customers, holding, total revenue, percent contribution to the business, and both direct and indirect revenue generation.