Financial KPIs, Scorecards, Metrics

KPI Name: Activity Based Costing Balanced Scorecard Metrics

Related KPIs: Value Based Management, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Finance Metrics

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Activity Based Costing Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Organizations that adopt the practice of ‘lowering the costs incurred in processes’ rather than opting for the ‘revenue generating methodologies’ will be following what is commonly known as Activity based costing (ABC). However, the changed thought asks for a ‘measurable’ and ‘quantitative’ method to keep an eye on the proceedings. The various directions that offer help in this regard are- ‘Cost driver Analysis’, ‘Internal Operations’, ‘Employees experience and Learning’ and ‘Performance’.

Cost Drivers can be analyzed using KPIs like ‘types of cost drivers’, ‘cost driver identification index’, ‘cost driver effectiveness ratio’ and ‘cost drivers creating non-required activities’.

Internal operations can be obtained using Parameters like ‘types of resource drivers’, ‘rework costs’, ‘Technological barriers to ABC implementation: Total Barriers’ and ‘Unit Cost variation’.

Employee experience and learning Perspective can be attained with metrics such as ‘Number of Training Sessions held’, ‘Employee participation Level’, ‘Experience enhancement ratio’ and ‘Workforce Alignment Index’.

Lastly, Performance Perspective can be had with metrics like ‘Rise in -successful decisions- ratio’, ‘% drop in -wastage- managed’, ‘-Best Practices- adoption rise’ and ‘Average Time decline’.
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admin Financial Management activity, Company Finance, costing

KPI Name: Value Based Management Balanced Scorecard Metrics

Related KPIs: Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Risk Management

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Value Based Management Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Taking forward and keeping alive the motive of operating an organization asks for contributing to the ‘value’ that is provided to the stakeholders. Attaining this demands a constant check on the processes being followed in the organization in a multi-directional way. BSC can serve the purpose in this sense.

The perspectives that can be of help in this subject are- Financial Performance Perspective, Customer satisfaction and Value Perspective, Innovation and Value aspects of Products and Employee Satisfaction and Learning perspective.

The KPIs that can be clubbed under these headings are- ‘cost per unit decrease’, ‘measuring the variation of Economic profit in adding value to investors’ wealth’, ‘gain from improved working capital usage and Market share Growth.

Customer satisfaction and value perspective entails metrics like ‘level of customer service’; ‘customer retention ratio’; ‘fraction of customer base that considers the outputs beyond expectation’ and ‘Re-purchase possibility’.

Innovation Efforts and Value contained in Products can be attained with indicators such as ‘fall in product defect rate’; ‘research Funds: Revenues’; ‘Quality Enhancement ratio’ and ‘rise in number of products developed’.

Lastly, the Employee satisfaction and learning can be had with parameters such as ‘number of training sessions held’; ‘motivation level’; ‘fall in the ‘accidents’ ratio’ and ‘employee productivity ratio’.

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admin Financial Management based, Company Finance, management, value

KPI Name: Activity Based Management Balanced Scorecard Metrics

Related KPIs: Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Project Management Metrics

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Activity Based Management Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Activity Based Management (ABM) provides a window to peep into the way activities in an organization have been taking place. This is turn opens up innumerable opportunities to ‘lower down the costs’ being incurred by way of infusion of resources. In this regard, BSC exists to provide a device for ensuring that the process occurs in ‘expected’ manner.

The various perspectives that can help are- ‘% decrease in consumption of resources’, ‘process cost drop’, ‘% of products meeting the minimum profit level’ and ‘increase in net margins’ for knowing the Financial Standing of the organization.

Customer profitability can be obtained with metrics like ‘successful strategy index’, ‘strategy execution ratio’, ‘fraction of customer base labelled profitable’ and ‘customer base rise ratio’.

Internal Operations can be obtained with metrics like ‘average process efficiency’, ‘process modification index’, ‘number of other management disciplines ABM is associated with’ and ‘number of cost-effective product designs’.

Lastly, Quality and Growth Perspective can be attained with metrics like Training: Revenues ratio’, ‘% rise in successful strategies’, ‘drop experienced in time taken for decision making tasks’ and ‘key activities quality enhancement ratio’.

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admin Financial Management activity, management

KPI Name: Wealth Management Balanced Scorecard Metrics

Related KPIs: Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Finance Metrics

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Wealth Management Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Firms providing wealth management solutions are required to simultaneously take care of a number of internal (operations and recognition) and external (financial and economic disturbances) aspects. This elevates the need for making the ‘corporate level strategy’ easy to understand such that every stakeholder in the organization can relate to it. One of the ways is to frame it in perspectives, four or five in number. This quantification can be achieved by employing BSC.

Financial perspective can be used to obtain an insight into the financial standing of the operations. This can be achieved by quantifying the parameters like- new net money, return on assets, profit growth rate and cost income ratio.

Business development and growth perspective can be had with metrics like % new customers acquired, attrition rate of customers, conversion rate and % growth of assets under management.

Operations and recognition perspective can be obtained with KPIs such as deposits: AUM (Assets under management), Loans: AUM ratio, number of services offered and number of service awards won.

Lastly, employee perspective can be gathered with metrics like employee turnover, % increase in number of relationships per client facing employee, % increase in net new money per client advisor and % increase in revenues per advisor.

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admin Financial Management Company Finance, management, scorecard, wealth

KPI Name: Brokerage Firm Balanced Scorecard Metrics

Related KPIs: Leasing Company, Asset Management Firm, Wealth Management, Activity Based Management, Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Banking Metrics

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Brokerage Firm Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Brokerage firms are the intermediaries, which are involved in carrying out huge number of transactions between sellers and buyers of securities, on per day basis. Moreover, with the increase in client base and additions to the list of areas these firms are getting into, there arises a requirement to keep an eye on all of the aspects involved.

Financial position can be improved and maintained by using KPIs like ‘revenue from private capital management group’, ‘commission charged per transaction’, ‘commission earned per share’ and ‘account maintenance charges per account on yearly basis’.

Legal Compliance and Information Management Perspective takes into account KPIs like SEC compliance index, number of ‘fines’ paid, number of security measures adopted and lost message recovery time.

Customer Relationship and Satisfaction can be had with KPIs like accuracy level of investment advices, % increase in client base, % increase in volume of shares traded and client satisfaction index.

Lastly, Internal Operations Perspective provides an overview of the operations of the brokerage firm with KPIs such as % improvement in order execution speed, price deterioration index and order internalization extent and number of investment research projects undertaken.

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admin Financial Management brokerage, company, Company Finance, metrics, scorecard

KPI Name: Asset Management Firm Balanced Scorecard Metrics

Related KPIs: Leasing Company, Brokerage Firm, Wealth Management, Activity Based Management, Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Real Estate Scorecards

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Asset Management Firm Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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• Check Full HTML Scorecard Report sample.
• Check Diamond Style Report sample.

Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Qualitative ways of judging an organizational movements are a thing of past. Holistic measurement is the need of the hour and in this direction, several methods to evaluate a group have come up time and again. One of those that stood the test of times is BSC (Balanced Scorecard) which utilizes key performance indicators to evaluate performance.

Moving on the same lines, asset management firms too have appreciated the importance of this tool and these organizations easily structure indicators to reflect their operational environment. The perspectives that count in case of these organizations are Financial, Internal Operations, Risk and Performance.

Financial Perspective can be assessed by using parameters like ‘% drop in inflows’, ‘amount managed’, ‘dividend declaring percentage’ and ‘returns increase index’. Risk can be measured with ‘number of security measures used’, ‘number of security breaches experienced’, ‘% increase in funds given for the security issues’, ‘% compliance with the official guidelines’. Internal Operations can be obtained with ‘number of countries the organization is present in’, ‘number of overseas investors’, ‘minimum denomination needed’ and ‘sustenance period’. Performance Perspective can be had with ‘number of awards won’, ‘number of cities from where the investors participate’.

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admin Financial Management asset, Company Finance, management, metrics

KPI Name: Credit and Loan Risk Balanced Scorecard Metrics

Related KPIs: Leasing Company, Asset Management Firm, Brokerage Firm, Wealth Management, Activity Based Management, Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Financial Analysis Scorecards | Risk Management Scorecards Pack

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Credit and Loan Risk Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Credit risk is the risk that an obligor fails to repay its debt, or that its credit worthiness may deteriorate. Credit risk is more difficult to model than market risk for several reasons. First, the lack of a liquid market makes impossible to price credit risk for a specific obligor and tenor. Second, true default probabilities can be determined by either inferring default rates based on observed historical experience of the public credit ratings, or by analyzing the default rate through a subjective credit approval process. Third, default correlations are difficult to observe or measure, making it hard to aggregate credit risk.

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admin Banking Banking, Company Finance, credit, loan, risk

KPI Name: Retail Banking Balanced Scorecard Metrics

Related KPIs: Value Based Management, Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Financial Analysis Scorecards | Crisis Management Pack

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Retail Banking Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

One of the most widely used measurement framework among financial institutions and insurance companies is RAROC (risk-adjusted return on capital) based on economic profit or return-based metric system. This methodology was suggested by Tom Wilson of Mercer Oliver Wyman. RAROC is used to analyze risk-adjusted financial performance and provide a consistent view of profitability across businesses. RAROC is broadly defined as the ratio of risk adjusted return to economic capital. This use of capital based on risk improves the capital allocation across different functional areas of banks in which capital is placed at risk for an expected return above risk-free.

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admin Banking Banking, Company Finance, retail

KPI Name: Mortgage Credit Balanced Scorecard Metrics

Related KPIs: Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Real Estate Metrics | Passive Investments

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Mortgage Credit Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

Credit scores help determine the type and size of the mortgage loan for which the consumer qualifies. The score is basically a summary of the consumer’s credit report, in the form of a numerical measurement that reflects his or her management of credit. Credit scores are based on the following information: consumer’s payment history, the amount of credit, creditor’s data, as well as any serious past problems with debts (for instance, liens, bankruptcies, collections, and judgments). The credit scoring process converts these and other factors into a single three digit number that aids in determining the likelihood the consumer will repay a loan on a timely basis.

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admin Banking Banking, Company Finance, credit, mortgage

KPI Name: Credit Card Processing Balanced Scorecard Metrics

Related KPIs: Activity Based Costing, Intellectual Capital Development, E-commerce Scorecard, Financial Outsourcing, Financial Benchmarking, Personal Finance

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Customers also viewed: Cost Management | Service Outsourcing

Sample reports:

Some reports were generated with Balanced Scorecard Designer for the Credit Card Processing Balanced Scorecard Metrics KPI to show both – Balanced Scorecard Designer functionality and a part of KPI content:

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• Check Diamond Style Report sample.

Balanced Scorecard Designer Screenshot:

The Balanced Scorecard Designer software was used to create this KPI.

Description by authors:

The number of customers willing to pay for accepted products and services online is increasing every year. Therefore it is important for an organization to use online credit card payment solution along with traditional merchant accounts. It has been proven that businesses that except credit card payments typically have higher sales than those that do not accept credit cards. It also helps organizations establish a professional image and generate a feeling of trust among potential customers. Most businesses take advantage of a third party credit card processor, providing real-time processing capabilities, online virtual terminals for entering manual transactions, as well as the ability to set up recurring billing.

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admin Banking Banking, Company Finance, credit card