Risk Appetite Dashboard

The Risk Appetite Dashboard shows all published dashboards. It is the main point to view the compliance to Risk Appetite.

It is defaulted to the latest published dashboard but allow viewing any of the previously published reports. When a publication has been selected, the publisher and published date will be shown on the screen. There is an option to select between the last 3 months view and last 12 months view from View drop-down. The Risk Appetite Statement will appear if a Statement was added upon publication.

The report is available to be exported to the PDF by clicking on the PDF icon situated on the top of the page.

Dashboard page is also showing Section and Metric details.

Each Section is showing:

Section Title
Section Description
Metrics

Each Metric is showing:

Metric Title
Metric Description
RAG
Last 3 months results (by default)
Trend
Forecast
Actions

RAG

The RAG column is showing the RAG details set up from the Admin Tool and the black indicator that is pointing to the current state of the metric.

Trend

Trend is highlighting when potentially a metric may reach its trigger to the tolerance. Trend is calculated based on the percentage change between the last two results using below formula:

(((latest result – previous result)/previous result) x 100)/number of months between results = Monthly Percentage Change (MPC)

Each metric is showing positive/negative trend icon based on the % change result (if it's positive or negative) and the Trend Direction setting within the metric.

One of five icons will be shown:

Positive increase
Positive decrease
Negative increase
Negative decrease
No Change

Forecast

The forecast column is showing when the metric is expected to change into a new RAG. For example, it will tell the user that the metric of Appetite (Green) state will hit its Trigger (Amber) in 4 months if it carries on at its current rate.

The Forecast is calculated by applying the Monthly Percentage Change (MPC), to the latest submitted figure and continuously adding it until the Metric RAG changes. This will give the number of months until a metric changes from its current RAG to a new one.

Actions

The actions column is showing the number of open actions raised against the metric. If there are any overdue actions, the number will be highlighted in red to indicate it. To add new action click on the plus icon situated within the the Action column.

Clicking on the Action's number, popup window will open showing all the actions against the metrics ordered by open/closed status, then by due date, with soonest being first.

To view Action that has been set up for entire publication press on the button situated on the top of the Dashboard page.