Home Page

Financial Performance Suite's (FPS') interactive page shows key information that is based on your user permissions and the FPS modules licensed by your institution.

The home page shows the current month data.

Home Page Panels

Home page information is grouped in to panels. Most panels provide interactive elements that let you focus on the relevant source data. After examining the data on another page, return to the home page by selecting Home in the breadcrumb path.

Control which panels appear by selecting "" Add/Remove Widgets, and then use the reposition arrows to determine the order of the panels on the page.

  • Most Profitable Relationships
    Also known as Profitable Relationships, this panel initially lists the institution's five most profitable relationships.
  • Loan Pipeline
    The Loan Pipeline panel groups all the institution's loans by status and lists the statuses alphabetically.
  • Pricing Loan Volume
    Refer to the Pricing Loan Volume panel to see the institution's Top 5|Bottom 5 loan products, by total loan amount, which have a status of Pricing.
  • Rank Change
    The Rank Change panel lists up to five relationships that have experienced the biggest changes in rank between the prior month and the current month in the application.
  • My Recent Reports
    The My Recent Reports panel shows up to five of your most recently generated reports in descending date and time order.
  • Relationship Percentile
    The Relationship Percentile panel uses the relationship percentile's calculation to sort all the institution's relationships into five percentile groups. Each bar represents the sum all profit values of the relationships included in that tier.
  • New Loans by Officer
    When data is processed for the current month, the application determines up to five officers that have the highest aggregated profit from the new loan instruments assigned to them.
  • Balance Sheet – Actual/Budget
    Use the Balance Sheet - Actual/Budget panel to view how your loans, investments, and deposits actually compare to what you budgeted them to be.
  • Income Statement – Actual/Budget
    Use the Income Statement - Actual/Budget panel to view how your income and expenses actually compare to what you budgeted them to be.
  • Yield Variance – Actual/Budget
    Use the Yield Variance - Actual/Budget panel to view how your yield variance actually compares to what you budgeted it to be.
  • Ratio Variance – Actual/Budget
    Use the Ratio Variance - Actual/Budget panel to view how your ratio variance actually compares to what you budgeted it to be.
Parent topic: Financial Performance Suite