8.1 RM Performance

The following reports are present in the RM Performance tab:

• RM - Deal Details: This report provides an overview of the number of deals that have been converted by an RM (including his subordinates) and the expected income from these deals.

  Figure 8-1 RM - Deal Details

  
  

  

  
  
• Top 5 RM’s: This report list the top 5 RMs analyzed by either NPV, Balance, Conversion Rate, or a number of accounts. Only the Relationship Managers who have created the deal are considered for the ranking.

  Figure 8-2 Top 5 RM’s

  
  

  

  
  
• Bottom 5 RM’s: This report list the bottom 5 RMs analyzed by either NPV, Balance, Conversion Rate, or a number of accounts. Only the Relationship Managers who have created the deal are considered for the ranking.

  Figure 8-3 Bottom 5 RM’s

  
  

  

  
  
• Top 5 RM’s violating threshold: This report lists the RMs with the highest number of accounts or deals where the minimum requirements are not met.

  Figure 8-4 Top 5 RM’s violating threshold

  
  

  

  
  
• RM - Flagged Accounts Details: This report provides the list of accounts of an RM that have been flagged and the details of flagging.

  Figure 8-5 RM - Flagged Accounts Details