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Financial Advisory Business Scorecard

Report includes: 1 month(s) 49 day(s), from 02.03.2009 to 20.04.2009

  Name Start value End value Dynamic Contains
Root Financial Advisory Business Scorecard  41,24 % 48,64 % + 7,4 %
Financial Perspective(58,5%, 16,46%Up)
Customer Perspective(38,1%, 12,27%Up)
Internal Processes and Efficiency Perspective(53,3%, -9,39%Down)
Growth and Development Perspective(45%, 3,29%Up)

Graph for Financial Advisory Business Scorecard

Graph for Financial Advisory Business Scorecard

Data for Financial Advisory Business Scorecard

DatesValue
02.03.200941,24
09.03.200959,54
16.03.200943,38
23.03.200936,9
30.03.200952,01
06.04.200955,78
13.04.200941,46
20.04.200948,64


Financial Perspective

  Name Start value End value Dynamic Parent Contains
Root Financial Perspective  42,01 % 58,47 % + 16,46% 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

Graph for Financial Perspective

Data for Financial Perspective

DatesValueWeight
02.03.200942,013
09.03.200956,143
16.03.200932,893
23.03.200935,513
30.03.200930,183
06.04.200967,63
13.04.200930,23
20.04.200958,473


Improvement in Risk-adjusted Returns

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Improvement in Risk-adjusted Returns  33,385 9,69 -23,69 % 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

Graph for Improvement in Risk-adjusted Returns

Data for Improvement in Risk-adjusted Returns

DatesWeightMinMaxValue
02.03.2009254033,385
09.03.2009254035,24
16.03.200925407,1
23.03.200925409,025
30.03.200925406,015
06.04.2009254021,975
13.04.2009254035,975
20.04.200925409,69


% Rise in Income per Advisor

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % Rise in Income per Advisor  32,59 94,6 + 62,01 % 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

Graph for % Rise in Income per Advisor

Data for % Rise in Income per Advisor

DatesWeightMinMaxValue
02.03.200931010032,59
09.03.200931010046,63
16.03.200931010050,86
23.03.200931010032,59
30.03.200931010056,17
06.04.200931010081,64
13.04.200931010033,31
20.04.200931010094,6


% Increase in New Business

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % Increase in New Business  19,62 62,355 + 42,74 % 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

Graph for % Increase in New Business

Data for % Increase in New Business

DatesWeightMinMaxValue
02.03.20093157019,62
09.03.20093157028,365
16.03.20093157029,245
23.03.20093157057,68
30.03.20093157038,815
06.04.20093157059,33
13.04.20093157017,035
20.04.20093157062,355


Customer Perspective

  Name Start value End value Dynamic Parent Contains
Root Customer Perspective  25,87 % 38,14 % + 12,27% 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

Graph for Customer Perspective

Data for Customer Perspective

DatesValueWeight
02.03.200925,873
09.03.200961,673
16.03.200956,063
23.03.200932,653
30.03.200974,393
06.04.200957,423
13.04.200949,993
20.04.200938,143


Accuracy Level of Forecasts

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Accuracy Level of Forecasts  2,998 6,13 + 3,132 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

Graph for Accuracy Level of Forecasts

Data for Accuracy Level of Forecasts

DatesWeightMinMaxValue
02.03.200931102,998
09.03.200931104,708
16.03.200931109,712
23.03.200931101,36
30.03.200931104,321
06.04.200931106,742
13.04.200931103,169
20.04.200931106,13


% Drop in Client Attrition Rate

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % Drop in Client Attrition Rate  28,22 30,67 + 2,45 % 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

Graph for % Drop in Client Attrition Rate

Data for % Drop in Client Attrition Rate

DatesWeightMinMaxValue
02.03.20092256028,22
09.03.20092256057,305
16.03.20092256043,795
23.03.20092256059,755
30.03.20092256056,185
06.04.20092256030,46
13.04.20092256059,58
20.04.20092256030,67


Customer Satisfaction Index

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Customer Satisfaction Index  7,426 8,659 + 1,233 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

Graph for Customer Satisfaction Index

Data for Customer Satisfaction Index

DatesWeightMinMaxValue
02.03.200921107,426
09.03.200921103,097
16.03.200921106,49
23.03.200921106,148
30.03.200921109,136
06.04.200921109,829
13.04.200921108,704
20.04.200921108,659


Internal Processes and Efficiency Perspective

  Name Start value End value Dynamic Parent Contains
Root Internal Processes and Efficiency Perspective  62,69 % 53,3 % -9,39% 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

Graph for Internal Processes and Efficiency Perspective

Data for Internal Processes and Efficiency Perspective

DatesValueWeight
02.03.200962,692
09.03.200942,342
16.03.200942,52
23.03.200960,282
30.03.200950,592
06.04.200963,042
13.04.200936,352
20.04.200953,32


Compliance Level

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Compliance Level  4,294 8,434 + 4,14 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

Graph for Compliance Level

Data for Compliance Level

DatesWeightMinMaxValue
02.03.200931104,294
09.03.200931102,413
16.03.200931105,896
23.03.200931107,408
30.03.200931105,194
06.04.200931106,913
13.04.200931104,123
20.04.200931108,434


Number of Areas Served

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of Areas Served  11,225 13,16 + 1,935 # 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

Graph for Number of Areas Served

Data for Number of Areas Served

DatesWeightMinMaxValue
02.03.2009352011,225
09.03.2009352015,905
16.03.2009352011,9
23.03.2009352019,01
30.03.200935208,765
06.04.2009352010,235
13.04.2009352012,74
20.04.2009352013,16


Improvement in Advisory Standards

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Improvement in Advisory Standards  99,22 45,34 -53,88 % 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

Graph for Improvement in Advisory Standards

Data for Improvement in Advisory Standards

DatesWeightMinMaxValue
02.03.200924010099,22
09.03.200924010079,48
16.03.200924010055
23.03.200924010064,6
30.03.200924010072,28
06.04.200924010084,7
13.04.200924010068,32
20.04.200924010045,34


Growth and Development Perspective

  Name Start value End value Dynamic Parent Contains
Root Growth and Development Perspective  41,69 % 44,98 % + 3,29% 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

Graph for Growth and Development Perspective

Data for Growth and Development Perspective

DatesValueWeight
02.03.200941,692
09.03.200978,642
16.03.200940,972
23.03.200921,962
30.03.200952,622
06.04.200928,322
13.04.200950,672
20.04.200944,982


Number of Service Training Programs

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of Service Training Programs  4,648 9,112 + 4,464 # 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

Graph for Number of Service Training Programs

Data for Number of Service Training Programs

DatesWeightMinMaxValue
02.03.200934124,648
09.03.200934129,376
16.03.200934128,16
23.03.200934125,296
30.03.200934126,728
06.04.200934124,176
13.04.200934127,792
20.04.200934129,112


% Increase in Productivity per Advisor

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % Increase in Productivity per Advisor  55,96 48,16 -7,8 % 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

Graph for % Increase in Productivity per Advisor

Data for % Increase in Productivity per Advisor

DatesWeightMinMaxValue
02.03.20092107055,96
09.03.20092107065,5
16.03.20092107047,8
23.03.20092107038,92
30.03.20092107040,42
06.04.20092107029,62
13.04.20092107038,62
20.04.20092107048,16


Turnover Rate of Financial Advisors

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Turnover Rate of Financial Advisors  6,83 10,009 + 3,179 % 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

Graph for Turnover Rate of Financial Advisors

Data for Turnover Rate of Financial Advisors

DatesWeightMinMaxValue
02.03.200931126,83
09.03.200931121,374
16.03.200931128,029
23.03.2009311211,472
30.03.200931126,731
06.04.200931125,378
13.04.200931123,849
20.04.2009311210,009
Created by: AKS-Labs
Report created with Balanced Scorecard Designer at 25.03.2009 21:13:35

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