CFO Dashboard

Track and improve branch performance, control cost and ensure profits.

CFOs have to juggle through a lot of reports and sheets to make sense out of it and present it in the most easiest and quickest way to stakeholders. Time is always a challenge for CFOs so they need reports to be generated easily, quickly and accurately. There is a demand of highly comprehensive analytics tool. Markets are becoming complex due to new regulations, intense competition and fluctuation. Real-time, quick and accurate insights generated by sophisticated business intelligence solutions enables business discovery, customer satisfaction and enhanced profits. It gives-real time perspective to review and interpret the data collected from various sources.

With EzDataMunch banking analytics solutions, CFOs can get high level insight into activities carried out in branch, assets, transactions and payments. Analyze performance of different business lines and take informed decisions regarding growth, cost control, regulatory compliance, risk management, simplifying processes and leveraging best people in the organization.

KPI Dashboards

Market complexities, fluctuations and stringent regulations behooves CFOs to be on their toes and have a 360 degree view of their key performance indicators to take informed decisions and avoid surprises.

  • Get a comprehensive and real time view of all the KPIs.
  • Compare current years revenue achieved against previous years revenue. Track margins achieved, understand improvements in performance and identify factors affecting these variances.
  • Analyze sales performance of various product line such as Credit card, loans, saving accounts, mortgages and portfolios. Track factors affecting these products and compare sales against budget.

Sales Analytics

Current scenario demands customized products for every customer or a segment of customer. Sales data provides much needed information to create right product for the right client at the right time and drive profits.

  • Analyze total revenue and margins achieved by all the products and compare the performance on a scatter plot to know outliers and factors affecting the performance.
  • Filter the report by isolating a segment, customer name, product group, region and so on to get a deeper understanding of customer portfolio performance, customer trends and investments preferences.
  • Shuffle through multiple periodical comparison options to slice and dice the report.

Customer analytics

A deeper understanding of customer behavior helps in creating more intimate experience by providing customized products, better marketing decisions, customer satisfaction and more profits.

  • Get a 360 degree view of customer persona by understanding their age, profession type, location, and investment preferences.
  • Analyze investment in various products such saving accounts, loans, mortgages, portfolio management and more. Compare the spend trend in these categories to understand the underlying influencers.
  • View total revenue earned by single and all the customers over a period of time.

Expense Analysis

Controlling cost is the priority for CFOs. Major focus is to extract more and better outcome from limited resources available, leverage best talent and maintain profit margins.

  • View a cost center report that showcases multiple groups like staff cost and other cost which can be further drilled down as per the sub factors in every group.
  • Analyze actual cost incurred and compare it against budget to know the current status and predict future costs.
  • Compare total expenses against total sales to realize margins.

What If Analysis

Every decision is made on the basis of intensive and time consuming research. Facts and figures are gathered from multiple sources as they have high business impact. Even the miniscule amount of ignorance in the details can jeopardize performance of financial institutes.

  • Determine the impact of decision on profitability.
  • Use it to make client understand the effects of changes in investment decision.
  • Create various scenarios by increasing or decreasing price, volume and cost variables and understand their outcome and impact on revenue. Make informed decisions about products and better predictions to avoid risks.

Blogs

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Part 2: BI Software Implementation Pitfalls – Tips for a successful Proof of Concept.

7,182 total views, 57 views today

Address future requirements as well as current ones.
Consult with your own IT professionals.
Refuse to invest a lot of money in a POC.
Focus on BI dashboard capabilities –don’t get distracted by pretty visuals.

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