9.7.1 Instrument Level Aggregation and Insights

The Customer Profitability report is arranged as a set of reports, classified into the following:

• Customer Details
• Customer IS
• Customer Life Time Value
• Customer vs Segment
• Segment Comparator
• Segment Analysis
• Segment Income Statement
• Relationship Manager Profitability
• Inter-Segment Movement
• Customer Group Details

In-Application Customer Income Statement

To review income-statement line items for selected customers and accounts, open In App Dashboards, select Customer Profitability, and then select CP Income Statement.

In-Application Dashboard Filters

1. Select AsOfDate to choose the reporting date.
2. Select one or more customers using Customer Code.
3. Select the required accounts using Account Number.

Select the reporting date and customer before selecting accounts.

• Report Common Filters
  You can use a series of canvas level pinned Prompts to filter the data according to Functional Key Attributes as follows:
• In-canvas Variable Prompts
  
• Customer Details Canvas
  The customer profitability analysis detailed summary displays differents perspectives of customer and household data.
• Customer Life Time Value
  To access the Customer Life Time Value report, from the LHS Menu, select Analytics, select Customer Profitability, and then select Customer Life Time Value.
• Customer vs Segment
  This dashboard presents the customer as a comparison with the segment that he belongs to or any other segment of interest to the analyst.
• Segment Comparator
  In this dashboard, the dimensions and attributes are compared across Segments.
• Segment Analysis
  This canvas provides Detailed Analysis at the Segment Level (for all Segments and Segment Types as defined by the user).
• Segment Income Statement
  In this dashboard, Detailed Income Statement at Segment Level (for all Segments within selected Segment Type, as defined by the user) can be viewed.
• RM Profitability
  In this canvas, Relationship manager performance can be monitored at multiple dimensions – You can choose Choose Relationship manager (Account Officer) hierarchy in the dropdown and understand profitability at individual and org level.
• Inter-Segment Movement
  In this canvas, comparative analysis is done of account and balance movement with respect to the previous time period (for all defined segments and segment types as detailed by customer profile.
• Customer Group Details
  This canvas depicts the detailed Income Statement and profitability information of a hierarchical Customer structure at the group level.