5.4.1.8 Defined Org Unit

The Defined Org Unit report provides a view of the Top Down Ledger Data for different Organizational Units. The canvas empowers all org owners to access actionable profitability insight directly. The users can then assess risk-adjusted metrics such as return on assets (ROTA), return on Net Interest Margin (NIM), risk-adjusted return on capital (RAROC) or key performance indicators such as top 10 products by balance growth.

You can use a series of Report Prompts, as previously described, to filter the data. In addition, there are In-Report prompt selections to select the Top/ Bottom N org units that you are interested in, and the corresponding data will be displayed.

The report displays the underlying data according to the following Charts:

• Org Unit wise contribution for Reporting Line (TOP N); the same is available for bottom view
  In this chart, for the selected reporting line, the Top N (N selected from the chart prompt) and bottom N organization units are displayed in descending order of value of the reporting line.

  Figure 5-65 Income Statement Reporting Line

  
  

  

  
  

The report displays the underlying data according to the following Charts:

• Org Unit wise contribution for Reporting Line (TOP/ BOTTOM N): The same is available for bottom view In this chart, for the selected reporting line, the Top N (N selected from the chart prompt) and bottom N organization units are displayed in descending order of value of the reporting line.

  Figure 5-66 Org Unit wise contribution for Reporting Line (TOP/BOTTOM N)

  
  

  

  
  
• Org Unit by End of Period Balance (TOP/ BOTTOM N): the same is available for bottom view The chart displays the Top N (N selected from the chart prompt) and bottom N organization units sorted in a descending order by End of Period Balances.

  Figure 5-67 Org Unit by End of Period Balance (TOP/BOTTOM N)

  
  

  

  
  

• Org Unit by End of Period Balance (TOP N); the same is available for bottom view
  The chart displays the Top N (N selected from the chart prompt) and bottom N organization units sorted in a descending order by End of Period Balances.

  Figure 5-68 Org Unit by End of Period Balance (TOP N)

  
  

  

  
  
• Key Business Metrics by Org Unit (TOP/ BOTTOM N): the same is available for bottom view The chart displays the Top N (N selected from the chart prompt) and bottom N organization units sorted in a descending order by End of Period Balances and provides the breakup between Asset and Liability Balances.

  Figure 5-69 Key Business Metrics by Org Unit (TOP/BOTTOM N)

  
  

  

  
  
• Key Performance Metrics by Org Unit (TOP/ BOTTOM N): the same is available for bottom view The chart displays the Top N (N selected from the chart prompt) and bottom N organization units sorted in a descending order by End of Period Balances and provides selected KPI’s like NIM and ROTA of these Org Units.

  Figure 5-70 Key Performance Metrics by Org Unit (TOP/ BOTTOM N)