Financial Dashboard Jason Young
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Financial DashboardJason Young
Computer Services, Inc. | CEO Conference 2012 2
Information overload
Efficiencies
Easy way to calculate ratios
Why did we develop?
Computer Services, Inc. | CEO Conference 2012 3
Trending on past performance
Easy to use and navigate charts and graphs
One place to see a snapshot of the daily activities of the bank
What banks wanted…
Computer Services, Inc. | CEO Conference 2012 4
Easy to use printing of graphs
Color coded indicators reflect changes from previous day
Application Summaries for Loans, DDA, SAV, and TDA
How it Works
Computer Services, Inc. | CEO Conference 2012 5
13 month rolling trends of EOM stats
Calculation of 10 Key Performance Indicators w/ trends
Financial Category breakdown w/ trending
Additional Features
Computer Services, Inc. | CEO Conference 2012 6
Assigned Service in NuPoint
Combine over 100 Executive Reports into easy to use and navigate graphs & charts
Links to FMS, Executive View, NuView, and Centerview built in
Financial Dashboard
Computer Services, Inc. | CEO Conference 2012 7
Financial Dashboard
Computer Services, Inc. | CEO Conference 2012 8
Financial Dashboard
Computer Services, Inc. | CEO Conference 2012 9
Financial Dashboard
Computer Services, Inc. | CEO Conference 2012 10
Financial Dashboard
Computer Services, Inc. | CEO Conference 2012 11
Financial Dashboard
Computer Services, Inc. | CEO Conference 2012 12
Financial Dashboard
Computer Services, Inc. | CEO Conference 2012 13
Jason YoungProduct Manager1-800-545-4274 ext [email protected]
Financial Dashboard