About the Performance Workflow

Owned by Tom Fahey (Unlicensed)
Last updated: Jul 19, 2023 by Jacob Mathews (Deactivated)
1 min read

The following figure illustrates the process of measuring and presenting performance data in Eagle PACE.



The Performance workflow consists of these basic steps, which may vary according to your unique processing requirements:

  1. Load accounting data and indices to the appropriate database in Eagle's data warehouse using Eagle Generic Interfaces.

  2. Configure the Performance Calculation report to calculate and commit single-period returns.

  3. Configure the Performance Analysis report to calculate multi-period returns.

  4. Publish the performance reports.

Click the links above for a high level overview of each step in the performance workflow.