GL - Return on Equity (ROE)
This KPI provides the following default drill paths:
-
GL chart
-
division
-
territory
The metricA measure used to assess performance in a key area of a business. rank values displayed in the KPI History and KPI Definition screens is the aggregated value of the first item for the first drill path only. Additionally, displayed rank-based metric values in these screens are not applicable.
To viewA set of data connected to a cube, deliberately laid out to communicate business information. the actual values for each KPI drill path, click History, select a snapshot date, and click Drill Down.
The displayed value of each metric is an aggregation of the data, up to the viewed levelIn a hierarchy, a level indicates a group of common or related members. For example, in a Time level, members may include Year, Month, Day or Fiscal Year, Calendar Year, etc. of the selected drill path, as of the As At snapshot date.
| Metric | Definition |
|---|---|
|
The actual parameters making up the ratios are as defined in the specified GL hierarchyIn Analytics Dashboards, regular dimensions contain descriptive and business key information and this information is organised into a hierarchy; from it's highest level of granularity, to its lowest. The hierarchy contains multiple levels. For example, a hierarchy that has three levels such as "All Products", "Product Group", and "Products".. Net income is for the full fiscal year (before dividends paid to common stock holders but after dividends to preferred stock). Shareholder's equity does not include preferred shares. The formula for the ratio is:
|
|
|
OB - ROE Ratio |
The ROE ratio opening balanceopening balance at the start of the current financial year. |
|
MTD - ROE Ratio |
The ROE ratio end mtdon the last day of the current financial period. |
|
YTD - ROE Ratio |
The ROE ratio end ytdon the last day of the current financial year. |
|
QTR - ROE Ratio |
The ROE ratio end quarteron the last day of the current financial quarter. |
|
HY - ROE Ratio |
The ROE ratio end half yearon the last day of the current financial half year. |
|
LY MTD - ROE Ratio |
The ROE ratio end ly mtdon the last day of the same period of the previous financial year. |
|
LY YTD - ROE Ratio |
The ROE ratio end ly ytdon the last day of the previous financial year. |
|
LY QTR - ROE Ratio |
The ROE ratio end ly qtron the last day of the same quarter of the previous financial year. |
|
LY HY - ROE Ratio |
The ROE ratio end ly hyon the last day of the same half year of the previous financial year. |
|
LY Full Year - ROE Ratio |
The ROE ratio end ly ytdon the last day of the previous financial year. |
|
OB - Net Income |
The net income opening balanceopening balance at the start of the current financial year. |
|
MTD - Net Income |
The net income mtdsince the first day of the current financial period. |
|
YTD - Net Income |
The net income ytdsince the first day of the current financial year. |
|
QTR - Net Income |
The net income quartersince the first day of the current financial quarter. |
|
HY - Net Income |
The net income half yearsince the first day of the current financial half year. |
|
LY MTD - Net Income |
The net income ly mtdfor the same month to date period in the previous financial year. |
|
LY YTD - Net Income |
The net income ly ytd for the same year to date period in the previous financial year. |
|
LY QTR - Net Income |
The net income ly quartersince the first day of the previous year's financial quarter year. |
|
LY HY - Income |
The net income ly half yearsince the first day of the previous year's financial half year. |
|
LY Full Year - Income |
The net income for the previous financial year. |
|
OB - Assets |
The assets opening balanceopening balance at the start of the current financial year. |
|
MTD - Assets |
The assets end mtdon the last day of the current financial period. |
|
YTD - Assets |
The assets end ytdon the last day of the current financial year. |
|
QTR - Assets |
The assets end quarteron the last day of the current financial quarter. |
|
HY - Assets |
The assets end half yearon the last day of the current financial half year. |
|
LY MTD - Assets |
The assets end ly mtdon the last day of the same period of the previous financial year. |
|
LY YTD - Assets |
The assets end ly ytdon the last day of the previous financial year. |
|
LY QTR - Assets |
The assets end ly qtron the last day of the same quarter of the previous financial year. |
|
LY HY - Assets |
The assets end ly hyon the last day of the same half year of the previous financial year. |
|
LY Full Year - Assets |
The assets ly full yearat the end of the previous financial year. |
