9.6.1.9 Channel Canvas

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

To review profitability and new or closed business by channel, open In App Dashboards, select Profitability Insights, and then select PI CHANNEL.

In-Application Dashboard Filters

• As-of date:Select the reporting date.
• Levels GEO:Select the geographic hierarchy level.
• Levels ORG:Select the organizational hierarchy level.
• Levels Product:Select the product hierarchy level.

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 9-141 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 9-142 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 9-143 Closed Accounts by Origination Channel