The Deposit Tree Slicer allows the user to drill down into the deposit base using three chosen factors, for example product / age range / gender, or new deposit / branch / product class (business line). The slicer allows comparison between any two months in history. Increase and decreases are shown, in absolute and percentage terms, and indicated as either positive (green) or negative (red) in impact.
The Deposit Tree Slicer allows managers to screen out the “noise” of minor increases/decrease and identify the main causative factors in a trend. For example, are increases in the deposit base related mainly to the number of new deposits or their size? Alternatively, is a trend general to all products or all branches. The Deposit Tree Slicer is also one of the few reports that allows analysis by customer type, age range or gender, if these factors are captured.
You can select:-
Which two months to compare
Whether to view values as counts (e.g. numbers of deposits) or sum (total amounts)
Three levels of analysis. At each level, you can choose one of the following factors:-
• New this month?
• Region (branch group)
• Product class (business line),
• Product group
• Product code
• Product description
• Customer type
• Age range