{% extends 'base.html' %} {% load static %} {% block title %}Portfolio Benchmarking Dashboard{% endblock %} {% block extra_css %} {% endblock %} {% block content %}

Portfolio Benchmarking Dashboard

Compare performance across managers, branches, and time periods

{% if industry_benchmarks %}
Avg Performance Score
{{ industry_benchmarks.avg_performance_score|floatformat:1 }}
📈Industry average
Avg Efficiency Ratio
{{ industry_benchmarks.avg_efficiency_ratio|floatformat:2 }}
⚙️Operational efficiency
⚙️
Avg Growth Rate
{{ industry_benchmarks.avg_growth_rate|floatformat:1 }}%
Portfolio growth
Avg Risk Score
{{ industry_benchmarks.avg_risk_score|floatformat:1 }}
Risk assessment
{% endif %} {% if comparison_insights %}

🏆 Performance Leaders

{% if comparison_insights.performance_leaders %}
{% for leader in comparison_insights.performance_leaders|slice:":5" %}
{{ forloop.counter }}
{{ leader.manager.get_full_name }}
{{ leader.manager.get_role_display }}
{{ leader.performance_score|floatformat:1 }}
Score
{% endfor %}
{% else %}
🏆

No performance leaders data available

{% endif %}

Improvement Opportunities

{% if comparison_insights.needs_attention %}
{% for opportunity in comparison_insights.needs_attention|slice:":5" %}
{{ opportunity.manager.get_full_name }}
{{ opportunity.manager.get_role_display }}
{{ opportunity.performance_score|floatformat:1 }}
Score
{% endfor %}
{% else %}

All managers performing well!

{% endif %}
{% endif %}

📊 Performance Comparison

Efficiency vs Risk Analysis

Detailed Benchmarking Results

{% for result in benchmarking_results %} {% empty %} {% endfor %}
Manager Performance Score Efficiency Ratio Growth Rate Risk Score Benchmark Status Actions
{{ result.manager.first_name|first }}{{ result.manager.last_name|first }}
{{ result.manager.get_full_name }}
{{ result.manager.get_role_display }}
{{ result.performance_score|floatformat:1 }}
{{ result.efficiency_ratio|floatformat:2 }} {{ result.growth_rate|floatformat:1 }}% {{ result.risk_score|floatformat:1 }} {% if result.performance_score >= industry_benchmarks.top_quartile_performance %} Top Quartile {% elif result.performance_score >= industry_benchmarks.avg_performance_score %} Above Average {% elif result.performance_score >= industry_benchmarks.bottom_quartile_performance %} Below Average {% else %} Bottom Quartile {% endif %} View Details
No benchmarking data available
{% endblock %}