This report presents four charts showing for the current month:-
Average new deposit size vs. the number of new deposits
Average total deposit size vs. the number of total deposits
Total amount of new deposits vs. their weighted average rate
Total deposits vs. their weighted average rate
Use this report to determine:-
Which products are performing well or badly? In which regions or branches?
Which products are decreasing/increasing their weighted average rate?
How is the average loan size changing for specific products, groups or products, branches and regions?
How do the various factors interact? For example, has a higher average rate resulted in an increase in volume? Does an increase in average deposit size correlate with a reduction in the number of new deposits?
You can select:-
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