Profit per Account
Revenue minus cost-of-fund and servicing cost per account — ranking, segment benchmarks, threshold alerts, renegotiate loop back to Simulations.
Accounts in view
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Total revenue
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Total net profit
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Avg margin % (weighted by revenue)
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Expected profit (simulations)
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Benchmarks
Segment averages for — — POST /perf/profit/benchmarks/run
Forecast profit (tenor)
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expected profit × tenor
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Ranking
net_profit DESC — click a row to expand its P&L components and calc_note
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Profit alerts
Breaches for the accounts currently in view (no period) — SEGMENT > ENTERPRISE, highest severity wins. Advisory only (D9): never auto-reprices.
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Underperformance thresholds
The floors Evaluate checks each account against — SEGMENT wins over ENTERPRISE, highest breached severity is the one raised. Changing a threshold does not re-raise alerts; click Evaluate to re-check.
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Add a threshold
An account breaches when its margin falls below min margin % or its net profit falls below min profit — set either one, or both.