Bilanbanques 2016 Dashboard

Size: px

Start display at page:

Download "Bilanbanques 2016 Dashboard"

Geoffrey Carson
5 years ago
Views:

Bilanbanques 2016 Dashboard User Guide The Dashboard is a flash document that can be opened via the web or in pdf (you need to have the latest version of Adobe Reader installed on your PC).

It is recommended to view the dashboard on a regular desktop or laptop to optimize its visualization and functionalities.

1 Bilanbanques 2016 Dashboard User Guide The Dashboard is a flash document that can be opened via the web or in pdf (you need to have the latest version of Adobe Reader installed on your PC). Both formats are available for convenience. Make sure Flash Player is also installed on your PC. It is recommended to view the dashboard on a regular desktop or laptop to optimize its visualization and functionalities. We do not recommend opening it on a tablet and not on an Ipad / Iphone since the latter do not support flash. The web dashboard is organized around 2 chapters: - Choose & Compare dashboard, allowing users to choose a bank and compare it to its peers across periods and indicators. - Ranking dashboard, presenting a set of major indicators, allowing users to select and compare a group of banks, to drill on specific banks and rank them within their selected peer group, or within the whole Lebanese banking sector. The Dashboard interface will open up as follows, displaying Bankdata s Financial Monitoring Program web page and the user has to click where indicated to launch his session. Besides, users can also click on Bankdata s logo to access the website ( or the social networks links at the bottom to access related pages. Link to Bankdata s website Click on that link to activate the session Clickable social networks buttons The working session lands on a home page, from which the user can choose the dashboard he wishes to work on. Bankdata Financial Services, All Rights Reserved, August

Quick access to Bankdata s website and social networks Choose & Compare Dashboard Ranking Dashboard 1- Choose & Compare Dashboard Tab 1: Choose The left panel of the dashboard contains a Bank

2 Quick access to Bankdata s website and social networks Choose & Compare Dashboard Ranking Dashboard 1- Choose & Compare Dashboard Tab 1: Choose The left panel of the dashboard contains a Bank selector that is common to both tabs. It is set by default to a random bank, and can be changed dynamically. A print icon is added on top of the page for convenience, which will print the current view of the user in A4 portrait format, unless modified in the printing properties to landscape. To view the figures of each graph, the user needs to hover (mouse over) on the series and a pop-up box will appear displaying labels and figures. The major feature of the dashboard is the option to select a bank and retrieve its peers dynamically, based on 2015 customers deposits. We have limited the peers to the 2 banks above and 2 banks below the selected bank in the deposits ranking. The designated peers will also appear in the 2 nd tab for comparison purposes. The Choose tab allows the user to define the bank he wishes to analyze. Bankdata Financial Services, All Rights Reserved, August

Clickable buttons / tick boxes Bank selected Dynamic peer definition The bank definition includes: - An overview of branches (local / foreign with a geographical zoom-in) and staff (local / foreign /

3 Clickable buttons / tick boxes Bank selected Dynamic peer definition The bank definition includes: - An overview of branches (local / foreign with a geographical zoom-in) and staff (local / foreign / bank / nonbank) along with, - Peers listing. Users can click on any button / tick box to change the current view and / or drill further. Tab 2: Compare The comparison tab is organized around Balance sheet and Income statement sub-tabs. The main feature of this tab is to compare the selected bank with: - The sector (by default) - The correspondent peer group - One of the 4 peers defined previously. The user can freely navigate from one to another. Balance sheet sub-tab: 6 options are available in this section, accessible from the top of the screen: - Breakdown - Assets - Deposits - Loans - Off-balance sheet - KPIs Bankdata Financial Services, All Rights Reserved, August

4 a- Breakdown: The left panel is dedicated to the selected bank while the right panel to the compared entity. By default, the comparison will display the total sector, easily modifiable with the right button View peers. The breakdown covers in a pie chart format: - Assets, along with the share in sector / peer group, further drillable by component when clicking on the chart series. - Assets / Deposits / Loans currency breakdown, along with share in sector / share in peer, further drillable by component when clicking on the chart series. - Liabilities, visible when clicking on the blue arrow on the screen, with the same features as above. - Off-balance sheet, also visible when clicking on the blue arrow, with the same features as above. Balance sheet navigation menu Next screen to view Liabilities and OBS Modify comparison Switch between Loans / Deposits / Assets currency breakdown When clicking on view peers, the peer group is displayed automatically as well as the option to compare to any of the bank s direct peers Bankdata Financial Services, All Rights Reserved, August

5 In the below screen, Société Génerale was selected on the right for comparison, and the user clicked on the pie series to drill further in market shares. b- Assets / Deposits / Loans / Off-balance sheet The above 4 menus will display the same screen structure: - The left panel is dedicated to a stacked chart of the selected bank, featuring the components of the indicator, across 3 years. - Scales are automatic for better visualization and appear on each graph. - Series are clickable / un-clickable to allow further zooming. - Totals are displayed below each graph. Users can hover on the graph to view related figures. In order to view Evolution percentages, the user can click on the View growth button, which will shift the screen to the 2015/2014 evolution rates for all related indicators. Bankdata Financial Services, All Rights Reserved, August

6 Shift to Evolution percentages Clickable / un-clickable series 2015/2014 Evolution graphs: When clicking on a series, automatic of minimum and maximum growth will be displayed c- KPIs A series of major Key Performance Indicators are listed (some also broken down into LL and FC). When selecting an indicator from the box, the values will be displayed along with the min and max of the sector or the peer (according to selection) for additional benchmarking. Bankdata Financial Services, All Rights Reserved, August

7 The Hi-Lo / peer or Hi-Lo / sector will shift the to either min-max of peer or minmax of sector. Scales will adjust accordingly Income statement sub-tab: 6 options are available in this section, accessible from the top of the screen: - Breakdown - Operating income - Provisions - Expenses - Operating profit - KPIs These menus are similar to the Balance sheet section in structure. KPIs differ and are explained below. a- KPIs KPIs are listed in a scorecard format, with a drillable option, when clicking on each row values are displayed along with a comparison to the sector and the peer with green and red buttons showing if the selected bank is over-performing or under-performing. In the chart below the scorecard users can see the values visually as well as the min and the max of the sector or peer group. Bankdata Financial Services, All Rights Reserved, August

sector or peer, the min and the max of the sector are displayed Peer group as a selected comparison.

8 2015 values compared to the sector or the peer (red = underperforming / green = overperforming) Min-max / sector as Sector as a default comparison. Instead of vs. sector or peer, the min and the max of the sector are displayed Peer group as a selected comparison. Instead of vs. sector or peer, the min and the max of the peer group are displayed Min-max / peer as Bankdata Financial Services, All Rights Reserved, August

2- Ranking Dashboard The ranking dashboard gives users the flexibility to rank within a tailored peer group or within the total Lebanese banking sector.

choose up to 10 banks as a self-defined group - Rank your banks, allowing users to compare values, market shares and growth rates of selected banks Source list box, where all banks are displayed.

9 2- Ranking Dashboard The ranking dashboard gives users the flexibility to rank within a tailored peer group or within the total Lebanese banking sector. Tab 1: Rank within Group This section is organized around 3 steps: - Methodology, summarizing the steps users should follow to rank within a self-defined group - Choose your banks, allowing users to choose up to 10 banks as a self-defined group - Rank your banks, allowing users to compare values, market shares and growth rates of selected banks Source list box, where all banks are displayed. Users need to select a bank and add it to the right screen to constitute group 10 selected banks that will constitute the group. Users can change this selection at any point in time by adding / removing banks Mandatory button to proceed to 3 rd step Switch view List of 33 indicators available for ranking Listing of the 10 selected banks, along with the related total. Users can sort on any header item When clicking on a bank in the scorecard the related graph will be displayed, along with Bankdata Financial Services, All Rights Reserved, August

Users can shift from the current global view listing the 10 selected banks (same order as the initial selection), to a specific peer view, by clicking on the button Drill-in peers.

The direct peers of the bank selected in the scorecard will be displayed in this section The same scorecard as the one previously seen will be displayed but with the direct peers of the selected bank

10 Users can shift from the current global view listing the 10 selected banks (same order as the initial selection), to a specific peer view, by clicking on the button Drill-in peers. For that, the user must select a bank he wishes to analyze in particular. In that case selection is on Byblos Bank (highlighted row). The direct peers of the bank selected in the scorecard will be displayed in this section The same scorecard as the one previously seen will be displayed but with the direct peers of the selected bank instead of the selfdefined group Tab 2: Rank within Sector This section allows the user to select an indicator from the 33 available items in the menu, and compare the 48 banks in terms of values, market shares, growth rates and comparisons to the sector and the peer group. The user can click on the header labels to sort (ascending or descending) according to the criteria of his choice. A drill option is available upon clicking on a bank in the scorecard, which will display a chart with the values along with the average peer and average sector as. Volume indicator selected Bankdata Financial Services, All Rights Reserved, August

the Dashboard. Please click on Allow to be able to view the file.

11 Ratio indicator selected > Note: You might get the message below when you open a pdf web-enabled file such as the user guide from the Dashboard. Please click on Allow to be able to view the file. Bankdata Financial Services, All Rights Reserved, August

User Guide. General Navigation

User Guide. General Navigation User Guide General Navigation Table of Contents INTRODUCTION 2 TECHNICAL REQUIREMENTS 3 Screen Display for Laptop 3 Screen Display for Desktop PC 3 NAVIGATION 4 Contact Us 4 Log Out 4 Menu > Sub Menu Display