This report shows and ranks the value, percentage of the total, and average rate of the loans or deposits managed by each account officer, in total and for the current month. The user can drill down to view the values for each business line and product under the management of that officer. The start month of the report can be varied to show any month in history. Deposits/shares paying zero interest can be included or excluded, as can loan officers inactive for the last two months.
This is the principal report for comparison and management of individual loan officers across the institution. Managers can see at a glance how each officer is performing against his/her peers, and the composition of each officer’s portfolio. Using the filters to select on business areas or products allows managers to refocus the report to show, for example, relative performance in mortgages, credit cards or term deposits.
You can select:-
The start month for the report
Loans or deposits
• If deposits, whether to include or exclude zero interest deposits/shares.
A single branch, group of branches (e.g. region), or the whole institution
Whether to examine the portfolio by:-
• Product class (business lines, e.g. mortgages)
• Product group (usually product types, e.g. fixed rate residential mortgages)
• Products (specific named products)
Whether to include or exclude officers inactive for the last two months