Executive Deposit Dashboard

Basic description

This report presents a summary of the key indicators related to members, shares/deposits, average rates, portfolio growth, either a six-month trend or comparisons between two selected months.

Uses

This report is designed to show the current snapshot, and recent trends, in the funding base at a glance. 

Options

You can select:-

• The two months to be compared (tables) or the start month of a 6-month trend (graphs)
• A single branch, group of branches (e.g. region), or the whole institution
• A product, group of products (up to two levels of grouping) or the whole portfolio
• Whether or not to limit the report to interest-bearing products