How is "performance" measured based on revenue and client activity?

How is "performance" measured based on revenue and client activity? 

Performance under this module is tracked across two tabs, giving a combined view of revenue generated and the client activity associated with it. 

Revenue Metrics measures: 

  • Brokerage Revenue across time periods MTD, YTD, MOM, YTY, 3 Months, and 6 Months. 

  • Wealth Revenue across three product types as PMS, Advisory, and AIF which is measured on a QOQ (quarter-on-quarter) and YOQ (year-on-quarter) basis. 

Client Activities tracks engagement and transaction volume across time filters (MTD, MTM, Last 3 Months, Last 6 Months, YTD): 

  • Trades – Trading Analysis 

  • Mutual Funds – Lumpsum Purchase, SIP Count, SIP Value 

  • Primary Market – IPO Transactions, Bond Transactions, Corporate Actions, Wealth, OFS 

  • KYC & Accounts – My Referral, My Client Referral, Account Opening 

  • Turnover Analysis – Total Turnover 

  • Funds – Funds Withdrawal 

The performance metrics module is a combination of the revenue generated (brokerage and wealth income) and the underlying client activity (trading volume, product uptake, turnover) that drives that revenue with giving a full picture of both income and the business activity. 

Watch the video below for a quick walkthrough of the Performance Metrics module: 

Your Business, Measured End to End 

Revenue and client activity, measured side by side for a complete performance view. 

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