Securing Futures Driving Growth.pptx

1.

Equity
55%
from last month
Borcelle Company
2025
STRATEGIC
KPI REPORT
Securing Futures | Driving Growth
Presented By : Saidxonovna
Loan Approval Rate
55%
55%
>65%
55%

2.

Executive Summary
Growth
Performance
Digital
Innovation
Client
Strength
2025 was marked by robust growth, digital innovation, and a strengthened client
portfolio. This report highlights our strategic KPIs, financial outcomes, and key
operational drivers ensuring long-term value.

3.

Annual Revenue Target
Annual Revenue
Target
$12M
Current YTD (Q3)
$8.7M
Forecast Q4
+5-7%
Annual Financial Goals
Projected to exceed target

4.

Quarterly Revenue Progress
Quarterly Performance Overview
Quarter
Target
Actual
Achievement
Q1
$2.5M
$2.6M
104%
Q2
$3.0M
$2.9M
97%
Q3
$3.2M
$3.0M
100%
Q4
$3.3M
Pending
-

5.

Additional Key KPIs
Strategic & Operational KPIs
Loan Approval Rate
Target
NPL Ratio
Target
YTD Status
<18%
16%
Customer Acquisition Cost
Customer Lifetime Value
Target
YTD Status
Target
YTD Status
<$200
$185
>$2,000
$2,150
Efficient
Efficient
Above Target
Above Target
>65%
YTD Status
68%

6.

Portfolio Composition
Investment & Loan Portfolio
Equity
55%
Fixed Income
30%
Alternatives
15%
Balanced diversification delivered consistent returns above benchmarks.

7.

ESG & Sustainability Metrics
ESG Highlights
ESG Initiative
ESG-aligned portfolio
Paperless transactions
Community investments
Target
Target
Target
60%
80%
$500K
YTD Status
YTD Status
YTD Status
55%
70%
$410K

8.

People & Culture
Our Team & Culture
Employee Engagement
Training hours
Women in leadership
$8.5M
35 hrs
48%
Our Team & Culture
Our people drive
innovation and client trust

9.

2026 Outlook
USA
Goals & Strategic Priorities
Vietnam
Expand ESG-focused
funds
25%
Enhance cybersecurity &
compliance automation
100%
New Regional Market
Increase AI-driven advisory adoption
Target Regional 1
30%
Target Regional 2

10.

Contact Us
www.reallygreatsite.com
hello@reallygreatsite.com
+123-456-7890
Thank
You
We appreciate your partnership and trust.
Let’s continue creating impact together.
123 Anywhere St., Any City