Profitability

When your institution is licensed for Customer Profitability and/or Organization Profitability, then the Profitability menu gives you insight into your customer relationships and/or lets you process and view allocations.

  • Customer
    If your institution is licensed for the Customer Profitability module, then selecting Customer from the Profitability menu lets you access the Relationships and Summary pages to review customer relationships.
  • Organization
    The Organization menu allows you to view pre-allocated and post-allocated results for the balance sheet, income statement, and funds transfer pricing (FTP).
  • Processing Allocations
    You can process allocations using allocation methods and rule sets on the Process Allocations page.
Parent topic: Financial Performance Suite