Customer Account Profitability

Customer Account Profitability provides the framework to allocate expenses (or income) at the customer account or instrument level. Those allocated results can then be integrated into reporting that summarizes profitability at multiple levels across a financial institution, such as by customer, product, branch, channel, and so on).

You can access the Customer Account Profitability page via the Profitability section on the FI Command Center home page. When you open the Customer Account Profitability page, the Settings tab is displayed by default.

The table below describes the various tabs and their available functionality:

Tab	Tasks
Settings	Configure profitability and processing settings.
Survey Assistant	Set up and manage cost allocation surveys by department or direct account allocation.
Drivers and Transactions	Create and manage profitability drivers.
Dept Allocations	Process allocations on demand or on a schedule.
Reports	Reports will be available in a future release.