A walk through the product

Eleven steps through the five workspaces a community bank chief executive uses to monitor, decide and communicate. The product runs in the window beside this column; each step loads the part it is about.

1The daily brief
2Turning it into work
3Headline figures
4Where a figure comes from
5Asking a question
6Reporting periods
7Branch performance
8Credit and liquidity
9The board package
10On a phone
11How findings appear

Step 3 of 11

The headline figures

The first workspace opens on eight headline figures: total assets, deposits, loans, net income, net interest margin, return on assets, CET1 and the efficiency ratio. Each keeps its year-on-year movement and adds three consistent frames beneath it: YTD value, month-over-month movement and quarter-over-quarter movement.

These are the numbers the board, the examiner and the correspondent bank ask for, in a scan-friendly grid and already compared with last year. That is the difference between answering in the meeting and coming back after finance has looked.

Look atThe KPI Performance tab, then the YTD, MoM and QoQ line under each figure.

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