Perfomance Analytics

Portfolio Management

A better way to review the performance of all components of an investment portfolio

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The Challenge

An investment portfolio with many components needs to be regularly evaluated and assessed, but this often involves several pages of data with metrics that may not be relevant to optimizing the portfolio

The VizMetrics solution

A graphical view of each component's return and risk-adjusted performance, with a common set of metrics shown for each component

Sample Metrics
  -   investment returns of each portfolio component: by month, year, year-to-date
  -   portfolio benchmarks such as comparable indexes
  -   periodic performance of all portfolio components
  -   risk measures of each portfolio component
Results
  -   improved portfolio performance from adjusting underlying components
  -   improved asset allocation by identifying asset class trends
  -   less time required for understanding current portfolio position
Branch Location Performance

A better way to evaluate the performance of individual locations as part of a larger network

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The Challenge

Comparison and evaluation of branch locations is conducted using spreadsheets and ad-hoc reports which use a limited number of visual comparisons

The VizMetrics solution

A unified, highly visual format to assess the performance of each location which shows all of the key metrics

Sample Metrics
  -   daily financial and profitability measures
  -   activity and inventory levels
  -   best and worst customers, by margin
  -   staff productivity
Results
  -   rapid creation of a visual report for each location
  -   quick communication of key metrics to location managers
  -   easier comparisons for regional management since each individual location can use a common reporting format and evaluation process
Web Analytics

A better way to increase online conversions and optimize return on investment in web-based lead generation

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The Challenge

Many metrics must be evaluated to fully assess the effectiveness of current web marketing campaigns, but the reports relating to these efforts are scattered across numerous screens and pages.

The VizMetrics solution

A single view of all the key metrics needed to evaluate and optimize web marketing efforts

Sample Metrics
  -   conversion rates, by goal
  -   visits by referral type
  -   rankings of top ads, campaigns, and referral sources
  -   daily, weekly, and monthly trends
Sales and Marketing

A better way to increase sales revenue by spotting trends quickly

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The Challenge

Visualizing the complete sales pipeline and sales trends by salesperson, product line, and geography can involve multiple reports which span multiple pages and take significant time to absorb.

The VizMetrics solution

A single view which permits head-to-head comparisons of key sales metrics

Sample Metrics
  -   activity counts, by sales
  -   sales volume by pipeline stage and projected close date
  -   projected revenue by geography and product line
Results
  -   faster understanding of what's working and what's not
  -   rapid identification of which sales reps need coaching or guidance
  -   increased revenue from refinements to sales process based on understanding trends
Equity Research and Valuation

A better way to find and evaluate investment opportunities

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The Challenge

Even with computerized screens to generate lists of possible investments, each particular opportunity must be evaluated individually. A large amount of data for each opportunity must be gathered and absorbed by the investor. This information can be scattered across multiple view, databases, pages, and reports.

The VizMetrics solution

A single view of all investment evaluation criteria for a particular opportunity or security

Sample Metrics
  -   valuation ratios
  -   capital efficiency ratios
  -   volatility and risk measures
  -   projected earnings and valuation
  -   financial statement summary
  -   historical trading volume
Results
  -   more rapid acceptance or rejection of possible investment opportunities
  -   reduction in analyst time required to assemble key data for review
  -   ability to examine more opportunities using a set of visual head-to-head indicators