Who We Serve

CHANNELS & SECTORS

• Retail, Small Business, Commercial & Corporate Banking 
• Insurance Brokerage, Underwriting & Claims Administration
• Lending: Commercial, Mortgage & Consumer Origination & Services
• Wealth Management, Trust & Investments 
• Real Estate Sales, Services & Investments 
• Merchant Services & Payment Processing 
• Pension & Retirement Plan Administration 
• Markets, Exchanges, Commodities, Trading 
• Savings Institutions & Credit Unions 
• Asset-Liability & Portfolio Management 

REPRESENTATIVE ANALYTICS & METRICS

• Liability and Asset Quality, Capital Adequacy, Profitability, Payout/Return 
• Return on Assets (ROA):  Net Income ÷ Assets 
• Return on Equity (ROE): Net Income ÷ Equity 
• Earning Asset Yield (EAY):  Interest Income ÷ Average Earning Assets 
• Cost of Funds (COF): Interest Expense ÷ Average Interest-Bearing Liabilities 
• Net Interest Margin (NIM): Net Interest Income ÷ Average Earning Assets 
• Average Earning Assets (AEA):  $ Assets Generating Interest Income 
• Average Interest-Bearing Liabilities: $ Liabilities Incurring Interest Expenses 
• Non-Interest Income/Total Revenue 
• Non-Performing Loans (Assets) NPL:  Past-Due Loans 
• Non-Performing Loans Coverage:  Capital Reserves Set-Aside for NPLs 
• Customer Churn Rate: (#Accts Lost During Period ÷ #Accts Owned Beg of Period) 
• Lifetime Value (LTV):  Average Revenue per User (ARPU) x (1 ÷ Churn Rate) 
• Net Promoter Score (NPS):  Survey Result.  (% Promoters - %Detractors) 
• Valued Promoter Score (VPS):  LTV-weighted Promoters 
• Share of Wallet 
• Referral Revenue Rates 
• Market Share 
• Customer Profitability 
• Revenue per Customer 
• Revenue per Employee:  Billable, Non-Billable, Total 
• Revenue per Account 
• Recurring Revenue Ratio 
• Cross-Sell Ratio 
• Sales per Banker per Day 
• Assets Under Management (AUM) 
• AUM Organic Growth Rate: Net New Flows ÷ Beginning Assets Under Managemt 
• Management Fee Rate:  Management Fee Income ÷ AUM 
• Performance Fee Rate:  Performance Fee Income ÷ AUM 
• Net New Flows:  Assets Acquired - Assets Withdrawn 
• Efficiency (Expense) Ratio (Asset Mgmt): Non-Interest Expenses ÷ Total Revenue 
• Dividend Payout Ratio: Dividends Declared ÷ Diluted Earnings (per Common Shr) 
• Net Earned Premium (NEP) 
• Net Claims Incurred (Policy-Related Costs) 
• Average Policy Amount 
• Average Cost per Claim 
• Average Time to Settle Claims 
• Claim Severity Rating 
• Underwriting Margin:  Net Underwriting Profits ÷ Underwriting Volume 
• Catastrophic Losses 
• Retention Ratio:  (Total Risk - Risk Ceded to Reinsurers ) ÷ Total Risk 
• Loss Ratio:  Claims Paid (Losses Incurred) ÷ Earned Premiums 
• Expense Ratio: Underwriting Expenses ÷ Earned Premiums 
• Combined Ratio: (Claims Paid + Underwriting Expenses) ÷ Earned Premiums 
• Premium-to-Surplus Ratio 
• Return on Surplus
• Revenue per Policyholder 
• Policy Renewal Rates; Customer Retention Rates 
• Percentages Bound, Pending, Declined, Lost, Closed 
• Sales Productivity: Production ÷ Quota 
• Cycle Stage Length: Sum of Days in Cycle Stage ÷ # of Loans Funded 
• Incomplete Applictn Rate: #Applictns Closed Incomplete ÷ #Applictns Submitted 
• Application Approval Rate: #Approved Applications ÷ #Applications Submitted 
• Loan Average Cycle Time: Sum Days from Applictn to Funding ÷ #Loans Funded 
• Pull-Through Rate: #Funded Loans ÷ #Applications Submitted 
• Fallout Rate: #Rate Locked Applictns Failing Close ÷ #Rate Locked Applictns Total 
• Abandoned Loan Rate: #Approved Applictns Not Funded ÷ #Approved Applictns
• Average Loan Value: Total Originated Loan Volume ÷ #Loans Funded 
• Cost Per Unit Originated: Total LOB Expenses ÷ #Loans Funded 
• Profit Per Loan: (Total LOB Revenue – Total LOB Expense) ÷ #Loans Funded 
• Loan Yield Spread 

CHANNELS & SECTORS

• Retail, B2C, D2C, C2C
• Fast-Moving Consumer Goods (FMCG)
• Quick Commerce (Q-commerce)
• Entertainment & Event Management 
• Sports, Outdoors & Recreation 
• SaaS & eCommerce Enterprises & Networks
• Travel, Hospitality & Venue Management 
• Direct-to-Consumer Network Enterprises 
• Franchise, Chain & Licensed Networks 
• Service & Support Networks

REPRESENTATIVE ANALYTICS & METRICS

• Sales per Square Foot; Gross, Selling
• Sales per Hour (or any Period); Quantity, Volume, Distributions, Trends
• Traffic Growth (Market, Store, other dimensions)
• Same Store Sales; Quantity, Volume, Distributions, Trends
• New Store Sales Growth
• First-Party Sales; Quantity, Volume, Distributions, Trends
• Third-Party Sales; Quantity, Volume, Distributions, Trends
• Sales Conversion Rate (SCR): ( #Sales ÷ #Users/Visitors ) x 100%
• Website Traffic (Total Traffic): Total Quantity
• Reviews: Total Quantity, Segmentation
• Email Opt-in Rate: ( #Opt-Ins ÷ #Emails Sent) x 100%
• Average Order Value (AOV): ( Revenue ÷ #Orders ) for any same dimensions
• Average Selling Price (ASP)
• Customer Acquisition Cost (CAC: (Marketing + Sales + Promotion + Direct Personnel + Direct Tech) ÷ # Customers  [aka Cost Per Acquisition (CPA)]
• Customer Lifetime Value (CLV): ( Avg Trans Amt$ x Annual Purchase Frequency x Relationship Expected Years)
• CAC2CLV & CLV2CAC
• Customer Profitability
• Cart Abandonment Rate (CAR): ( #Carts - #Sales ) ÷ #Carts
• Order Return Rate: # Order Returns ÷ # Total Orders
• Order Return Value: $ Order Returns ÷ $ Total Orders
• Order Frequency: Orders Per Period; Orders Per Customer; Orders Per Product
• Product Return Rate: Product Returned Value ÷ Total Product Sales Value
• Customer Churn: 100 x (Customers Lost ÷ (Existing Cust + New Cust))
• Platform Revenue
• Fulfillment/Shipping Revenue
• Digital Advertising Revenue
• Recurring Revenue Rate
• Gross Merchandise Value (GMV): Total Good/Services Transacted Value
• Take Rate: ( Shipping + Commission + Service Fees ) ÷ Gross Merchandise Value
• Return on Add Spend (ROAS): (Spend Revenue - Spend Cost) ÷ Spend Cost
• Revenue per Employee: Billable, Non-Billable, Total
• Revenue per Available Room:
• Available Seat Miles (ASM)
• Revenue Passenger Miles (RPM)
• Loyalty Revenue Rates

CHANNELS & SECTORS

• Channel & Partner Management 
• Distribution, Supply Chain & Logistics 
• Manufacturing & Fabrication 
• Telecommunications & Managed Service Providers 
• Contract & Project Management 
• Natural Resource Management 
• Equipment, Vehicles & Machinery

REPRESENTATIVE ANALYTICS & METRICS

• Customer Churn Rate: ( #Accounts Lost During Period ÷ #Accounts Owned Beginning of Period )
• Lifetime Value (LTV): Average Revenue per User (ARPU) x (1 ÷ Churn Rate)
• Current Ratio: ( Current Assets ÷ Current Liabilities )
• Days Sales Outstanding: ( Accounts Receivable Balance ÷ Sales ) x 30
• Days Payables Outstanding: (Accounts Payable Balance ÷ Purchases ) x 30
• Days Cash on Hand: ( Cash on Hand ÷ Operating Expenses ) ÷ 365
• Total Asset Turnover: Sales ÷ Total Assets
• New Customer Acquisition Rate: ( New Customers Acquired ÷ Total Customer )
• Sales Revenues
• Return on Investment (ROI)
• Recurring Sales Rate: ( Sales to Existing Customers ÷ Total Sales )
• Customer Retention Rate:  1 - ( # Customer Terminations ÷ # Customers )
• Revenue per Employee: Billable, Non-Billable, Total
• ISO 22400-2: Production, Maintenance, Quality and Inventory Operation Management (Time, Logistics, Quality)
• Cost of Goods Sold - Retail (COGS-R): Starting Inventory + Purchases - Ending Inventory
• Cost of Goods Sold - Mfg (COGS-M): Total Direct + Indirect Manufacturing Costs
• Inventory Turnover: Total COGS ÷ Average Inventory
• Days Inventory on Hand: (Average Inventory ÷ Average Sales per Day )
• Picking Accuracy: 100 x (Error-free Picks ÷ Total Picks)
• Order Fill Rate: 100 x (Orders Filled from Stock-on-Hand ÷ Total Orders)
• Backorder Rate: 100 x (Orders Backordered ÷ Total Orders)
• Days Orders Backordered: Total # Days All Backorders ÷ All Backorders
• Average Lead Time: Lead Days ÷ #Projects
• Forecast Accuracy: 1 - ((Actual - Forecast) ÷ Actual )
• Defect Rate: 100 x (Failures ÷ Attempts)
• Capacity Utilization Rates
• Operation Cycle Times
• Process Downtime Levels

CHANNELS & SECTORS

• Consulting & Advisory Services
• Audit, Accounting & Compliance
• Law Firms & Legal Services
• Mergers & Acquisition Due Diligence 
• Royalty & Residual Management 
• Market, Consumer & Competitive Research 
• Economics, Econometrics & Forecasting

REPRESENTATIVE ANALYTICS & METRICS

• Sales Revenue Pipeline (Leading)
• Billable Hours Scheduled (Leading)
• Forecasted Revenue Recognition (Leading)
• Project Recognized Revenue (Lagging)
• Project Profitability (Lagging)
• Utilization Rate (Lagging)
• Realization Rate
• Collection Rate
• Lifetime Client Value
• Cost of Client Acquisition
• Client Acquisition Sources
• Client Retention Rate
• Average Project/Case Value
• Average Fees per Client; New, Existing
• Average Services per Client
• Average Top Client Interactions
• Average Client Response Time
• Cross-Selling Opportunities vs. Sold
• Pipeline/RFP Win Percentage
• Average Projects/Cases/Matters per Client; per Staff
• Client Referrals
• Average Professional Development Hours
• Average Bill Rate; Average Work Rate
• Percentage of Partner Hours
• Staff-to-Partner Ratio
• Revenue Growth; Revenue Distribution; Revenue Concentration
• Revenue per Employee: Billable, Non-Billable, Total

CHANNELS & SECTORS

• Consumer Products & Services
• Banking, Insurance, Wealth Management, Merchant Services & Fintech
• Commercial & Industrial
• Professional Services
• B2B, B2C, D2C & P2P
• Sports & Entertainment
• Information Systems & Technology
• Health & Wellness
• Sales, Service & Support Networks

REPRESENTATIVE ANALYTICS & METRICS

• Sales Leads, Quotes, Closings (Won, Lost, Open, Delayed)
• Pipeline Coverage Rate
• Opportunity to Win Rate
• Conversion Rate
• Sales Cycle Length
• Recurring Revenue (Annual, Period, Monthly): Contract Value ÷ Contract Duration
• Total and Average Revenue per Session
• Sales, Cross-Sales, Up-Sales Ratios
• Average Revenue per Account
• Average Revenue per Customer
• Average Revenue per Product/Service
• Average Contract Value
• Local and Total Addressable Market
• LAM/TAM Expansion/Contraction Rate
• Market Penetration:  Revenue ÷ LAM, Revenue ÷ TAM
• Revenue Distribution: New vs Existing Customers, Longevity Segment
• Period-over-Period Growth Rate (Month, Quarter, Year)
• Customer Lifetime Value; Lifetime Profitability
• Customer Churn Rate
• Customer Retention Rate
• Employee Revenue Value
• Employee Sales Productivity
• Quota/Goal Attainment Rates
• Employee Churn Rate
• Sales Expense Ratio
• Sales Productivity Metrics: Time Spent, Quantities
• Sales Activity Metrics: Calls, Emails, Engagement, Meetings, Demos, etc.
• Referrals Made and Referrals Sold
• Referral Revenue
• Total Impressions
• Reach and Engagement Rates
• Total Conversions
• Conversion Rates, by channel, sector, line
• Cost per Acquisition
• Return on Ad Spend (ROAS)

CHANNELS & SECTORS

• Financial Planning & Analysis (FP&A) 
• Financial & Non-Financial Analytics 
• Royalty, Residual & Distribution Analytics 
• Internet-of-Things (IoT) & Edge Platforms

REPRESENTATIVE ANALYTICS & METRICS

• Return on Assets
• Return on Equity
• Return on Average Assets
• Return on Average Equity
• Asset Turnover
• Inventory Turnover
• Receivables Turnover
• Free Cash Flow
• Revenue Growth Rates
• Earnings Per Share Growth Rates
• Dividend Growth Rates
• Book Value Growth Rates
• Capital Spending Growth Rates
• EBITDA CAGR
• Net Profit Margin Growth Rates
• Price to: Sales, Book, Tangible Book, Free Cash Flow, Cash Flow, Earnings
• Operating Cash Flow
• Working Capital
• Quick Ratio
• Current Ratio
• Debt-to-Equity Ratio
• LOB Revenues vs Budget
• LOB Expenses vs Budget
• Accounts Payable Turnover
• Accounts Receivable Turnover
• Inventory Turnover
• Return on Equity
• Process Error Rates
• Customer Satisfaction
• Customer Attrition
• Recurring Revenue Ratios
• Recurring Revenue Growth & Exit Rates
• Revenue Risk & Volatility Ratios

CHANNELS & SECTORS

• Biotech & Pharmaceuticals 
• Healthcare & Wellness  
• Diagnostics & Therapeutics 
• Medical & Dental
• Telemedicine & Wearables
• Claims Administration
• Clinical Studies 

REPRESENTATIVE ANALYTICS & METRICS

• Operating Cash Flow
• Gross Profit Margin
• Operating Expenses
• Average Revenue per Customer
• R&D Expenses per Therapy/Diagnostic/Drug Developed
• Number of New Therapy/Diagnostic/Drug Developed
• Interprofessional Patient Care Rate
• Patient Education Rate
• Average Prescription Filled
• Transaction Frequency
• Dispensary Error Rates
• Quality of Care and Quality of Life
• Accessibility
• Workload
• Safety
• Outcome
• Timeliness
• Satisfaction
• Inpatient / Outpatient / Equivalent Admissions
• Inpatient / Outpatient Surgeries
• Licensed Beds: Approved by Licensors
• Beds In Service: Available for Patients
• Daily Census Average: # Patients in Hospital Beds
• Occupancy Rate: Beds Occupied ÷ Licensed Beds
• Emergency Room Visits: # Patients Treated
• Revenue per Active Patient
• Payer Mix: Private Insurance vs Government vs Self-Payment
• Telemedicine Encounter Mix 
• Average Payment per Visit
• Denial Rates
• No-Show, Drop & Cancellation Rates
• Average Patient Wait Times
• Average Consultation Times
• Next Available Appointment Scheduled
• Successful Encounters Rate
• Patient Satisfaction Score
• Patient Retention Rates
• Staff Utilization Rates
• Call Handled Times
• Claim Lag Time
• Average Time to Settle
• Claim Duration; by Line; by Market
• Claims in Dispute/Litigation
• Claims Fraud Detection Rate: #Fraudulent Claims ÷ #Claims
• Cost Per Claim: Processing Costs ÷ #Claims
• Components of Claim Costs 
• Average Loss Incurred
• Problem Resolution Rates
• Claim Closure Rate

REPRESENTATIVE ANALYTICS & METRICS

Recruitment & Onboarding

• Open Jobs Days
• Headcount & Demographics
• Time-to-Hire
• Acceptance Rate
• New Hire Retention Rate
• Cost per Hire
• Time-to-Productivity

Learning & Development

• Training Participation & Completion Rates
• L&D Expenses per Employee
• L&D Effectiveness Rates

Productivity Tracking

• Absence Rates
• Overtime Hour Rates
• Unused PTO Rates

Workforce Performance

• Revenue per Employee
• Peer Reviews
• Management Assessments
• KPI/OKR/MBO Achievement Rates
• Human Capital Value Added

Engagement & Retention

• Turnover Rates: Voluntary, High-Value, Executive, Total 
• Retention Rates:
• Engagement Rates:
• Workforce Satisfaction

Human Resource Services

• HR Cost per Employee
• HR Support Ratio

CHANNELS & SECTORS

• Public & Semi-Public Utilities & Departments 
• Government Entities, Agencies & Districts 
• Intra/Inter/Multi-National Organizations
• Non-Governmental Organizations
• Non-Profit, Charitable & Service Organizations

REPRESENTATIVE ANALYTICS & METRICS

• Utility Customer Service
• Utility Customer Growth Rate
• Utility Retention Rate
• Utility Service Reliability (SAIDI, CAIDI, SAIFI)
• System Load Factor
• Utility System Average Interruption Frequency (SAIF)
• Operations & Maintenance Expense per Distribution Mile; per Customer
• Purchase Order Cycle Time
• Energy Use/Loss/Mix
• First Time Fix Rate
• Customer Contacts per Meter
• Utility Workforce Safety
• OSHA Incident Rates
• Average Years to Retirement

CHANNELS & SECTORS

• Universities & Colleges 
• Institutes & Laboratories 
• Education & Vocation Districts, Systems & Networks 
• Training Facilities

REPRESENTATIVE ANALYTICS & METRICS

• High Impact Practices (HIPs) Participation
• Student Success, Academic Excellence & Innovation
• New Freshmen Enrollment
• Year-to-Year Enrollment Rates and Distributions
• Acceptance and Transfer Rates
• First-to-Second Year Retention Rates
• Semester-to-Semester Retention Rates
• Undergraduates with Pre- and Declared Majors
• Four-Year Graduation Rate
• Six-Year Graduation Rate
• Course Success Rates
• Student Persistence Rates
• Student Engagement Rates
• Licensure Exam Passing Rates
• Preparation for Present Job
• Preparation for Additional Degree
• Active & Collaborative Learning
• Campus Environment
• Quality of Interactions
• Alumni Employment
• Instructional Costs per Student
• Administrative Costs per Student
• Budgets, Revenue, Grants & Funding
• Tuition and Student Financial Aid Ratios and Distributions
• Faculty Workload and Productivity; Full-time/Part-time Distributions
• Student-to-Faculty Ratios
• Faculty and Staff Tenure Rates 
• Faculty Turnover/Retention
• Student Contact Hours
• Course/Section Fill Rates
• Facility Utilization
• Housing and Transportation Distribution