9.5.1.9 Channel Canvas

This report enables tracking by Organization Channel performance metrics including comparison with selected regions, organizations, and product hierarchies at different levels.

You can use the following report filters to further slice and dice the available report charts:

  • New business by Origination Channel report shows the new balances that have been added to the books across the various origination channels during the selected time period.

    Figure 9-122 New Business by Origination Channel Report


    New Business by Origination Channel Report

  • New accounts by Origination Channel report shows the new accounts that have been added to the books across the various origination channels during the selected time period.

    Figure 9-123 New Accounts by Origination Channel Report


    New Accounts by Origination Channel Report

  • Closed accounts by Origination Channel report shows the accounts that have been closed with a view of the origination channels of those accounts during the selected time period.

    Figure 9-124 Closed Accounts by Origination Channel


    Closed Accounts by Origination Channel