Global Analytics

Analyze Balance Sheet and Income Statements with your comparable groups

1. Generate Model

Let’s use Sample Bank as an example to run the Global Model in the Dashboard.

Once you click on "Generate Dashboards," an Authoring message will pop-up. This message shares our most recent troubleshooting tips. Once you have read through the message, click “Yes.”

After you click "Yes," the below message will pop-up. This message lets you know that if another user requests the same Model, they would be joining as an active user in the Model. Click on "OK" to continue.

2. Tab Generation

The Global Model tab will appear on your browser, and you will be taken directly into the Model.

3. Landing Page

This tab shows the name of the Model and has a forward icon to move to the next tab. 

4. Navigation Pane

This tab shows you the list of navigation icons in the Dashboard and where they will take you.

5. Home Tab

This tab shows you the list of sections in the Dashboard and their summary description. You will be able to move through the contents of the Model by clicking on the forward arrows next to each Linked Guide.

6. Balance Sheet Trend

This tab provides the bank’s Balance Sheet for the past 7 quarters and current quarter.

7. Balance Sheet Performance

This tab shows the Bank's Balance Sheet for the past 7 quarters, current quarter, as well as quarterly and annual changes.

8. Income Statement Trend

This tab provides the bank’s Income Statement for the past 7 quarters and current quarter.

9. Income Statement Performance

This tab provides the bank’s Income Statement for the past 7 quarters, current quarter, as well as the quarterly and PYSQ (Previous Year Same Quarter) details.