7.1.5.1 PFT Data Insights

You can use the PFT Data Insights Report to perform analysis on the Direct and Indirect Incomes and Expenses. Direct Incomes and Expenses are directly traceable to the Customer Accounts, while the Indirect Incomes and Expenses need Profitability Allocations to be realized at the Customer Account level.

The Report provides you with the Trend Analysis on the Direct and Indirect Incomes and Expenses components of your Income Statement.

In addition, this Report shows you the Absolute Values and the Variation Percentage of the Metrics over the previous available periods.

The PFT Data Insights is arranged as a Set of Reports catering to analysis of the following categories:
  • “1 – Income & Expenses”
  • “2 – Non Interest Incomes”
    • “2.a – Fees”
    • “2.b – Charges and Commissions”
  • “3 – Non Interest Expenses”
    • “3.a – Other Non Interest Expenses”