Citi’s PMA Dashboard
A daily workspace for Performance Measurement Analysis for Institutional Clients Group; Citi’s institutional side of the bank: Markets, Banking, Treasury and Trade Solutions (TTS), Securities Services, and Treasury.
Problem
Performance Measurement Analysis sits between the divisions that generate revenue and the finance leadership that has to explain it. The dashboard is the daily entry point: analysts open it before the close, work exceptions, chase feeds, and publish commentary that a CFO reads the same afternoon.
The legacy screen was built as a container for ten independent modules rather than a workspace. Everything is visible at once and nothing is prioritised: a decorative welcome panel occupies the largest area, an empty exception table sits below the fold, alert counts appear as icons without context, and the feed status lights use a traffic-light idiom with no label explaining what red means or who owns the fix. Chrome; collapsible bars, a toolbar of eighteen unlabelled icons, a world-clock rail; consumes roughly a third of the view-port before a single number is shown.
Business goal
PMA exists so that every number reported to ICG leadership can be explained the same day it moves. The redesign serves that in three ways: shorten the time between an exception appearing and an analyst acting on it, raise the share of variances that carry written commentary before the divisional call, and reduce the manual reconciliation effort behind each reporting cycle.
Personas
Rohan Mehta — PMA Analyst, Markets (primary). In the tool from 07:00 until the daily pack publishes; owns 15–40 exceptions a day and writes the commentary explaining them.
Ana Duarte — Operations Controller, PMA Ops (primary). Runs the daily queue across three regions, hands over at each close, measured on SLA breaches.
Priya Raman — Divisional Business Manager, TTS (consumer). Logs in a few times a week to answer a CFO question; wants her division’s cost-to-income and the commentary behind any move.
Dan Whitfield — Platform Admin, Technology (secondary). Watches batch health and entitlements; only interested when something fails or a recertification is due.
Real-world equivalents at Citi would be PMA/finance analysts, divisional business managers, PMA operations staff, and the platform’s technology owners.
