This template can be used by CFOs to track 20 important KPIs pertaining to efficiency, returns, growth, and resilience. These KPIs help to determine the overall performance of the BFSI sector company. The template provides drill-down insights for why certain ratios have increased or decreased and highlights the major drivers of change in the metrics. These KPIs can be tracked at Consolidated or Branch Level.

Intended audience: This report is meant for Senior Management/CFO.

Focus metrics: Net Interest Income and NII Margin, Net Revenue, Net Profit Before Tax, Profit After Tax, Cost to  Total Income Ratio, Other Income to Total income, Interest Expenses to Total Income, Average Cost of Deposits, Cost of Funds, Yield on Advances, Yield on Investment, Yield on Asset, Balance sheet Size, Total Deposits, Loans/Advances to Deposit, Gross NPA, Net NPA, Provision Coverage Ratio, Credit cost, Return on Equity, Return on Assets, and Earnings Per Share-EPS.

When to use: In order to track the above stated 20 KPIs, the user can select any month/year in the drop-down and the template will show how the KPIs have changed w.r.t the previous period (month or year). The user can also select if the report needs to be generated at a consolidated level or Branch level. The template also provides reasoning for why some of the KPIs have increased/decreased.

To use this template, simply download it, connect/upload your data to the dashboard, and run the report. Start by exploring our auto-generated business analytics and create a report effortlessly in a matter of minutes. The template gives you the flexibility to customize and add comments, analysis, and insights as per your needs if required.