What's New?
PrecisionLender now offers a set of 3 Performance Comparison reports and interactive visuals in the Portfolio Insights folder of Data Library. This new offering can help a bank evaluate the relative performance of a relationship or an opportunity in terms of its impact on the bank's portfolio, through a comparison to portfolio medians for ROE and Net Income. The medians for ROE and Net Income in each chart divide the opportunities or relationships into one of 4 different quadrants. The 3 different Performance Comparisons are:
- Opportunities Performance Comparison: Each point is a stand-alone Opportunity. The median reference lines are located at the median ROE and median Net Income of the set of all stand-alone Opportunities in the bank's portfolio.
- Opportunity Performance Comparison (Relationship Impact): Each point is an "If-We-Win" Combination: an Opportunity plus its Relationship. The median reference lines are located at the median ROE and median Net Income of the set of all If-We-Win Combinations in the bank's portfolio.
- Relationship Performance Comparison: Each point is a Current Relationship. The median reference lines are located at the median ROE and median Net Income of the set of all Current Relationships in the bank's portfolio.