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Unlike free-text format, individual client plans captured in the
APS format may be re-presented to the user as
a series of single-client and multi-client dashboards that support decisions and analysis for each of the client management
workflows.
Multi-client dashboards provide senior managers with an aggregate view (example dashboards listed below)
across selected groups of the client portfolio to highlight:
- leading indicators of revenue (e.g. deal ideas presented to clients in advisory pitches, replication of ideas across the
client porftfolio);
- coverage resource allocation highlighting areas of opportunity vs. under-performance;
- coverage activity and outcomes.
Dashboards provided include -
- Leading Revenue Indicators
- Deal Pipeline
- Deal Milestones
- Deal Pipeline Conversion Rates
- Deal Pipeline Velocity
- Deal Idea Pipeline
- Deal Idea Pipeline Conversion Rates
- Deal Idea Pipeline Velocity
- '3 strikes' Coverage
- Coverage Banker - activity and outcomes
- Client -activity and outcomes
- Sector - activity and outcomes.
- Product Yardstick Sector Heatmap
- Service Quality Sector Heatmap
- Revenue Accountability Sector Heatmap
- Sub-Sector Heatmap
- Client Heatmap
Single Client Dashboards combine quantitative and qualitative data to provide important insights to bankers
preparing individual plans.
Dashboards provided include -
- CEO Agenda
- Coverage Plan
- Articulating the View
- Account Strategy
- Coverage Activity
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