End User Guide > The Focus > Profitability Analysis Presentation |
The Profitability Analysis Presentation is a report that is comprised of 19 separate analytics which compares the recently completed quarter with a prior quarter. Institutions have the ability to select up to three loan products and up to three deposit products to populate within this presentation. Once the parameters are set, the Profitability Analysis Presentation displays a detailed profitability analysis of the selected loan and deposit products.
To access the presentation, click and select the Profitability Analysis Presentation tile. Upon selection, the Profitability Analysis Presentation selection page appears.
On the left side of the Profitability Analysis Presentation selection page users are able to:
On the right side of the presentation selection page users are able to:
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At least one loan and deposit product must be selected. |
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A product chosen in Loan Product 1 and Deposit Product 1, may not be re-selected in Loan Product 2 or 3 and Deposit Product 2 or 3. |
Upon clicking , users are taken to the Profitability Analysis Presentation Agenda. The agenda provides an overview of the topics covered within the presentation.
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Once a Profitability Analysis Presentation has been started, users may navigate to the previous page in the presentation by clicking ![]() |
The Audit page provides an audit of the data provided by an institution. Within this audit, institutions are able to identify the Average Monthly Records, Period Net Contribution and Average Period Net Contribution per Record Type for the following record types:
Beneath the overall record audit, this page displays a breakdown of customer/member records. This section identifies the Average Monthly Records, Period Net Contribution and Average Period Net Contribution per Record Type for:
Additionally, the audit page calculates the percent of customer/member records that do not have an account.
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Segmentation Analysis is adversely affected by percentage of customer/member records without accounts. |
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The audit page highlights data such as the average number of customer/member records sent and customer/member records without an account. |