This is a Financial Advisory Metric Dashboard (Diamond) Report, it is one of reports that Balanced Scorecard Designer can generate for Financial Advisory KPI. With this software you can also design your own scorecards, KPIs and metrics.

Financial Advisory Business Scorecard

Report includes: 2 day(s), from 29.03.2009 to 30.03.2009

Name

Start value

End value

Dynamic

Contains

Financial Advisory Business Scorecard

43,89 %

49,71 %

+ 5,82 %

Financial Perspective	(37,3%, -21,03%)
Customer Perspective	(56,1%, 20,3%)
Internal Processes and Efficiency Perspective	(49,9%, 12,16%)
Growth and Development Perspective	(58,6%, 18,05%)

Graph for Financial Advisory Business Scorecard

Data for Financial Advisory Business Scorecard

Dates	Value
29.03.2009	43,89
30.03.2009	49,71

Financial Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Financial Perspective

58,3 %

37,27 %

-21,03%

Financial Advisory Business Scorecard

Indicators

Improvement in Risk-adjusted Returns

% Rise in Income per Advisor

% Increase in New Business

% Increase in Reoccurring Business *

* - Information for this metric is limited in sample report Description This perspective assists in judging the financial performance of the financial consulting business.

Graph for Financial Perspective

Data for Financial Perspective

Dates	Value	Weight
29.03.2009	58,3	3
30.03.2009	37,27	3

Improvement in Risk-adjusted Returns

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Improvement in Risk-adjusted Returns	12,035	23,34	+ 11,31	%	Maximize	Financial Perspective

Description It indicates the improvement level in risk-adjusted returns of the company over the last 6 months.

Graph for Improvement in Risk-adjusted Returns

Data for Improvement in Risk-adjusted Returns

Dates	Weight	Min	Max	Value
29.03.2009	2	5	40	12,035
30.03.2009	2	5	40	23,34

% Rise in Income per Advisor

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% Rise in Income per Advisor	92,35	57,52	-34,83	%	Maximize	Financial Perspective

Description It refers to the % rise in income earned per advisor of the financial consulting business (over the last 6 months).

Graph for % Rise in Income per Advisor

Data for % Rise in Income per Advisor

Dates	Weight	Min	Max	Value
29.03.2009	3	10	100	92,35
30.03.2009	3	10	100	57,52

% Increase in New Business

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% Increase in New Business	58,505	34,415	-24,09	%	Maximize	Financial Perspective

Description It means the % increase in the level of new business gained by the company. It shows the constant efforts and customer oriented approach used by the company.

Graph for % Increase in New Business

Data for % Increase in New Business

Dates	Weight	Min	Max	Value
29.03.2009	3	15	70	58,505
30.03.2009	3	15	70	34,415

Customer Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Customer Perspective

35,77 %

56,07 %

+ 20,3%

Financial Advisory Business Scorecard

Indicators

Accuracy Level of Forecasts

% Drop in Client Attrition Rate

Customer Satisfaction Index

Transparency Level *

* - Information for this metric is limited in sample report Description This perspective shows the image of the advisory business in the eyes of the clients it serves.

Graph for Customer Perspective

Data for Customer Perspective

Dates	Value	Weight
29.03.2009	35,77	3
30.03.2009	56,07	3

Accuracy Level of Forecasts

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Accuracy Level of Forecasts	2,296	9,379	+ 7,083	Score	Maximize	Customer Perspective

Description It measures the accuracy level of financial forecasts and services rendered by the company (on a scale of 1 to 10).

Graph for Accuracy Level of Forecasts

Data for Accuracy Level of Forecasts

Dates	Weight	Min	Max	Value
29.03.2009	3	1	10	2,296
30.03.2009	3	1	10	9,379

% Drop in Client Attrition Rate

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% Drop in Client Attrition Rate	37,67	29,13	-8,54	%	Maximize	Customer Perspective

Description It refers to the % drop seen in the client attrition rate over the last 1 year.

Graph for % Drop in Client Attrition Rate

Data for % Drop in Client Attrition Rate

Dates	Weight	Min	Max	Value
29.03.2009	2	25	60	37,67
30.03.2009	2	25	60	29,13

Customer Satisfaction Index

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Customer Satisfaction Index	8,452	1,18	-7,272	Score	Maximize	Customer Perspective

Description It refers to the satisfaction level of the clients regarding the investment advices provided by the financial advisors (on a scale of 1 to 10).

Graph for Customer Satisfaction Index

Data for Customer Satisfaction Index

Dates	Weight	Min	Max	Value
29.03.2009	2	1	10	8,452
30.03.2009	2	1	10	1,18

Internal Processes and Efficiency Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Internal Processes and Efficiency Perspective

37,74 %

49,9 %

+ 12,16%

Financial Advisory Business Scorecard

Indicators

Compliance Level

Number of Areas Served

Improvement in Advisory Standards

Business Ethics Score *

* - Information for this metric is limited in sample report Description This perspective talks about the internal processes and the level of efficiency of the operations of the company.

Graph for Internal Processes and Efficiency Perspective

Data for Internal Processes and Efficiency Perspective

Dates	Value	Weight
29.03.2009	37,74	2
30.03.2009	49,9	2

Compliance Level

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Compliance Level	6,688	5,491	-1,197	Score	Maximize	Internal Processes and Efficiency Perspective

Description It indicates the compliance level with the pre-set standards of the regulatory authorities followed by the company (on a scale of 1 to 10).

Graph for Compliance Level

Data for Compliance Level

Dates	Weight	Min	Max	Value
29.03.2009	3	1	10	6,688
30.03.2009	3	1	10	5,491

Number of Areas Served

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Number of Areas Served	6,8	5,795	-1,005	#	Maximize	Internal Processes and Efficiency Perspective

Description It means the number of areas in which investment advices are offered by the company. It may include both individual and corporate services.

Graph for Number of Areas Served

Data for Number of Areas Served

Dates	Weight	Min	Max	Value
29.03.2009	3	5	20	6,8
30.03.2009	3	5	20	5,795

Improvement in Advisory Standards

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Improvement in Advisory Standards	55,66	88,12	+ 32,46	%	Maximize	Internal Processes and Efficiency Perspective

Description It refers to the improvement level in the advisory standards in terms of the financial services provided by the other companies.

Graph for Improvement in Advisory Standards

Data for Improvement in Advisory Standards

Dates	Weight	Min	Max	Value
29.03.2009	2	40	100	55,66
30.03.2009	2	40	100	88,12

Growth and Development Perspective

Name

Start value

End value

Dynamic

Parent

Contains

Growth and Development Perspective

40,59 %

58,64 %

+ 18,05%

Financial Advisory Business Scorecard

Indicators

Number of Service Training Programs

% Increase in Productivity per Advisor

Turnover Rate of Financial Advisors

Number of Brain-storming Sessions Conducted *

* - Information for this metric is limited in sample report Description This perspective shows the growth and development activities carried out in the financial consulting company.

Graph for Growth and Development Perspective

Data for Growth and Development Perspective

Dates	Value	Weight
29.03.2009	40,59	2
30.03.2009	58,64	2

Number of Service Training Programs

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Number of Service Training Programs	4,112	6,856	+ 2,744	#	Maximize	Growth and Development Perspective

Description It refers to the number of service training programs held in the company with a view to improve the expertise level of financial advisors (over the last 1 year).

Graph for Number of Service Training Programs

Data for Number of Service Training Programs

Dates	Weight	Min	Max	Value
29.03.2009	3	4	12	4,112
30.03.2009	3	4	12	6,856

% Increase in Productivity per Advisor

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	% Increase in Productivity per Advisor	62,38	17,26	-45,12	%	Maximize	Growth and Development Perspective

Description It indicates the % improvement in the productivity of the financial advisor over the last 6 months.

Graph for % Increase in Productivity per Advisor

Data for % Increase in Productivity per Advisor

Dates	Weight	Min	Max	Value
29.03.2009	2	10	70	62,38
30.03.2009	2	10	70	17,26

Turnover Rate of Financial Advisors

	Name	Start value	End value	Dynamic	Measure units	Optimization method	Parent
	Turnover Rate of Financial Advisors	6,291	1,253	-5,038	%	Minimize	Growth and Development Perspective

Description It shows the turnover rate of financial advisors experienced by the financial advisory company.

Graph for Turnover Rate of Financial Advisors

Data for Turnover Rate of Financial Advisors

Dates	Weight	Min	Max	Value
29.03.2009	3	1	12	6,291
30.03.2009	3	1	12	1,253

Created by: AKS-Labs
Report created with Balanced Scorecard Designer at 25.03.2009 21:13:51