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| Criterion level | Index level | Index type |
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| Operating financial evaluation | A1: growth rate of main business income | Basic income from main business/total income |
| A2: growth rate of per capita profit | Total profit in a given period/total number of employees |
| A3: growth rate of enterprise profit | Profit of the current year/profit of the previous year |
| A4: average interest rate of customer accounts | Net interest income of customer account assets/total customer account assets |
| A2: asset stock ratio of newly opened effective accounts | Asset stock of new customers/average number of customers of the business department |
| A6: task completion rate of the target market | Actual book profit of the business department/target profit of the business department |
| A7: asset stock ratio of regular customers | Asset stock of regular customers/total customer assets |
| A8: commission retention rate | Average commission rate of the current period/average commission rate of the previous period |
| Customer service evaluation | B1: new customer acquisition rate | Number of new accounts/number of existing accounts |
| B2: customer retention rate | Number of regular customers/total number of customers |
| B3: customer satisfaction | Number of satisfied customers/total number of customers |
| B4: market share | Sales of main business/total sales of similar business in the market |
| B5: customer complaints | Number of customer complaints in a given period |
| Internal management evaluation | C1: cost control rate | Average cost of the current period/average cost of the previous period |
| C2: recognition of the internal control system | Number of employees recognizing the internal control system/total number of employees |
| C3: information product update rate | Number of newly developed products/days of production |
| C4: business process rate | Processing time of main business/average business processing time |
| C5: business error rate | Number of daily business errors/total number of daily business |
| Learning and growth evaluation | D1: completion rate of training hours | Actual training hours/planned training hours |
| D2: proportion of staff training expenses | Staff training expenses/total office expenses |
| D3: achievement rate of personal targets | Total personal targets achieved in the current period/total planned targets of the current period |
| D4: employee satisfaction | Number of satisfied employees/total number of employees |
| D5: employee turnover | Number of departing employees/total number of employees before departure |
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