The Historic Metrics dashboards from Qualtik offers banks a powerful solution for tracking and analyzing performance trends over time. Quickly generate highly visual board and management reports to highlight key trends related to your institution’s historic performance against bank policy, regulatory ratios, and strategic objectives. Historical trending reports help banks identify and assess potential risks by analyzing past financial trends and anomalies, enabling them to make decisions quicker and mitigate future risks. View and compare multiple areas of concentration within your portfolio and filter to focus on particular areas of interest.  

With the ability to select custom timeframes and save settings for future reporting, Qualtik’s Historic Metrics dashboard simplifies report creation and ensures consistency and accuracy in reporting. It’s one more way Qualtik helps you gain deep insights into your commercial loan portfolio.  

“One of the ways we see banks utilizing this product is for board reports,” said Mark Prior, “Banks want to understand what their portfolio looks like in comparison to the previous quarters and the Historic Metrics Dashboard allows these institutions to do this very quickly.”   

The Historic Metrics Dashboards product improves loan management by providing speed and automation for bank executives in several areas, including:  

• Visualizing trends related to historic performance against bank policy and strategic objectives
• Analyzing trends related to multiple concentrations and policies over time  
• Viewing and reporting on data related to Unpaid Principal Balances and Committed Loan Amounts  

Like all Qualtik products, the Historic Metrics Dashboard is interactive and allows you to quickly generate reports.