Goals Analysis – BT – SQL

Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.  Portlet is a combination of Line Chart and Vertical Bar Charts.  It displays data for one or more portfolios depending on rights and filters.  Green Line represents Portfolio Target Benefits.  Light blue bar represents aggregation of investment Planned Benefits.  Dark blue bar represents aggregation of Investment Realized Benefits (actual benefits).  Filtering is available for Above or Below Waterline investments OR all portfolio Investments.  May also filter on Portfolio values as well as Plan values.  Filtering also available for Active vs Inactive Portfolios.