Credit Risk Management Dashboard Demo by QlikView Business Intelligence Platform

Business and risk have always been seen to go hand-in-hand and the need for banks to strengthen their risk management framework is vital. Exposing the true risk profile to the users has been a challenging business problem due to multiple data sources and differences in operational processes and metric definitions.

To mitigate this situation, a financial institution should provide a holistic view of the risks faced by the organization at any point in time. When up-to-date information on risks can be analyzed and put at the users fingertips, firms will inevitably find it easier to maximize profit AND reduce risk.

The purpose of the Credit Risk Management demo is to illustrate how QlikView can be used by a
financial institution to manage credit risk. By providing a unified picture to the entire business, QlikView helps everyone have the same, up to date, picture of their risk exposure instead of disparate spreadsheets floating around the business. Credit Risk data is also interesting to the entire Business, not only the Credit Analysts. Are we pricing the products correctly? Are we in compliance with regulations? Should we continue to do business in a specific market or geographic segment? These are all questions that could be asked against Credit Risk data.

QlikView Credit Risk Management Dashboard application is designed to cover the following main analysis areas:

• Exposure Concentration Analysis (Exposure : The total amount of credit extended to a client by the lending company)
• Correlation Analysis
• Probability of Default (PD) Analysis (The likelyhood that a borrower will default on their loans)
• Exposure Comperison
• Capital Allocation Modeling

The application allows you to load your own data. If you download the zip file below, you will see a RiskData Excel file in it. You can input your data in this format by simply opening Credit Risk Management Dashboard app and selecting File > Reload.

You can access the application by following the below links:
QlikView Credit Risk Management Dashboard Template online demo
QlikView Credit Risk Management Dashboard QVW file (opens with QlikView)

QlikView for Salesforce.com

Salesforce is the of the most popular cloud based Customer Relationships Management (CRM) product available in the market today. Organizations today invested in Salesforce.com today can also enjoy the business intelligence interfaces provided for them to make sense of Salesforce data. But leaving CRM functionality in Salesforce.com while integrating the data from Salesforce into a more flexible but third party BI platform has definite advantages. For example, you can blend data from Salesforce and other in-house systems to analyze it together.

QlikView provides a Salesforce connector which can extract data into QlikView to develop powerful analysis, reports and dashboards and empower users with rich and interactive visualization. These dashboards in return will help you to improve key CRM KPIs like sales forecast accuracy, pinpoint cross-sell and up-sell opportunities and achieve more customer centric service and support delivery.

You can instantly try out how a QlikView dashboard for Salesforce.com works using QlikView for Salesforce template. This QlikView application is designed specifically to provide Salesforce users with key pipeline-related data at their fingertips. The application allows you to easily load and analyze all your CRM information directly from your salesforce.com account.

With QlikView for Salesforce, information can be explored intuitively and visually – with drill-down detail in just a few clicks. Reloading your own data must be performed on your local machine. Before attempting to reload your own data, please download the QVW and print the white paper using the links below.

QlikView for Salesforce Template Package Links:

QlikView for Salesforce provides ready to use business intelligence dashboard for Salesforce customers.

Please fill in QlikView for Salesforce.com Template Request form so we can send you the package below :

• QlikView Template for Salesforce Online Application (Opens in Web Browser)
• QlikView Template for Salesforce.com video demo (mp4)
• Download QlikView Template for Salesforce.com QVW file (QlikView Application File) - You will need a licensed QlikView Desktop application to open this file.
• Download QlikView Template for Salesforce.com Self Executable EXE file  - You do not need QlikView desktop to open and run this.

QlikView SAP Template

QlikView SAP Templates known as "SAP Qlikstart Templates" are pre-built QlikView applications to be used with QlikView SAP Netwaver connector. QlikStart templates provide a sample set of key information deliverables for your SAP™ modules that combine data extraction scripts, pre defined calculations and a variety of sample analyses in a front end application combining dashboards, charts and reports. QlikStart templates contain value for both IT and the business, for IT a series of predefined extraction scripts with table joins and calculations provide valuable insight.  The business user can start using the predefined reports to analyse their business within a very short time.

You can download SAP Qlikstart Templates here. The link contains a 29 MB Rar file which has three documents for each template below : two QlikView qvw files for data extraction and actual application and a document to explain how to setup these QlikView SAP templates. 

If you do not have a licensed QlikView application, you will not be able to open these applications. Fortunately some of the templates are also available online for you to experiment with using nothing more than your browser. We have added explanation and link for such templates below. The QlikView applications in the template are:

SAP_AP_QlikStart 

This QlikStart for SAP Accounts Payableallows you to rapidly analyze the following KPIs:

• Analyze each suppliers A/P status.
• Make an action on inactive accounts
• Analyze amounts by buckets
• Analyze days of sales outstanding
• Ad Hoc analysis of aged debt

SAP AP – Accounts Payable allowing you to analyse aged debt, DSO and payment information by company, business area, supplier plus many others. Business questions answered include:

• What percentage of my company suppliers have an aged debt of over 150 days?
• What is the payment profile of my suppliers?
• What is the Overdue payment and DSO split for my companies and suppliers?
• Plus the ability analyse individual payment items down to document number. 

Click on the image below to access the browser based application.

SAP AP – Accounts Payable QlikView Template

SAP_AR_QlikStart

This QlikStart for SAP Accounts Receivable allows you to rapidly analyze the following KPIs:

• Analyze each suppliers A/R status.
• Make an action on inactive accounts.
• Analyze amounts by buckets
• Analyze days of sales outstanding.
• Ad Hoc analysis of aged debt

SAP_CO_QlikStart 

This QlikStart for SAP Controlling allows you to rapidly analyze the following KPIs:

• Analyse actual and planned costs by company
• Analyse cost centre variance
• Analyse profit centre details 
• Drill down to individual account code details
• Analyse account and activity cost items

SAP_HR_QlikStart

This QlikStart for SAP HR allows you to rapidly analyze the following KPIs:

• Analyze Company Employee Distribution
• Identify Employee Demographics
• Monitor Employee Absentees
• Analyse Pay and Hours
• Be Empowered to Make Faster More Accurate Decisions

SAP_MM_QlikStart

This QlikStart for SAP Materials Management allows you to rapidly analyze the following KPIs:

• Analyze purchase order spend and quantity 
• Analyze requisitions over time and by plant
• Analyze reminders/urging documents
• Overview of physical inventory
• Analyze invoiced purchase orders
• Analyze deliveries by qty and time

SAP MM – Materials Management – Purchasing allowing you to analyse supplier purchase order spend, requisitions, documents,physical inventory by supplier, plant, purchasing organisation plus many others. Business questions answered include:

• How much do my purchasing organisations spend annually?
• Which plant has the highest purchase requisition amount?
• What are the invoice numbers for my highest purchase order values?
• Plus the drill down capability to individual purchase order numbers.

Click on the image below to access the browser based application.

QlikView Template for SAP MM

SAP_PP_QlikStart

This QlikStart for SAP Production Planning allows you to rapidly analyze the following KPIs:

QlikStart for SAP Production Planning allows you to rapidly analyse the following KPI's:

• Analyze production orders by plant and material
• Analyze routings by type and operation
• Analyze capacity requirements by work centre and plant
• Analyze capacity details
• Analyze work centre breakdowns by plant
• Analyze BOM components

SAP_PS_QlikStart 

This QlikStart for SAP Project Systems allows you to rapidly analyze the following KPIs:

QlikStart for SAP Project Systems allows you to rapidly analyse the following KPI's:

• Analyze actual and planned project costs
• Analyze project spend by company and WBS
• Analyse project cost variance
• Analyze network schedules and time scales
• Drill down to WBS elements and networks
• Analyse completed milestones

SAP_SD_QlikStart

This QlikStart for SAP Sales and Distribution allows you to rapidly analyse the following KPI's:

• Analyze Billing by company,division,sales organisations 
• Analyze Billing by fiscal trends
• Analyze deliveries by company,division,sales organisations
• Analyze sales roders by company,division and sales organisations
• Drill down to individual sales ordersAnalyze on time and late deliveries

SAP SD – Sales and Distribution allows you to analyse billing, sales orders, shipments and schedules by company, division, customer, sales organisation plus many others. Business questions answered include:

• Who is my best customer from a sales perspective and which product do they buy?
• How many deliveries are late / on time?
• Which Materials and divisions generate the highest margin?
• How is the billing compared to last year and how does it trend over time?
• Plus the ability to drill down to individual sales order and billing document line item detail.

Click on the image below to access the browser based application.

SAP Sales Disribution QlikView Template

SAP_FI_GL_QlikStart 

This QlikStart for SAP General Ledger allows you to rapidly analyze the following KPIs:

QlikStart for SAP General Ledger allows you to rapidly analyse the following KPI's:

• Analyse chart of account hierarchies
• Analyse YTD ledger details
• Analyse customer and vendor positions
• Drill down to individual account code details
• Analyse document number and line details