dashboard page template for tableau on Finance (Bank, Wealth, FO...) CAL Balance AuM, Lending Stock (Flows) Cockpit - AuM, Lending Stock data visualization dataviz

 

Presentation

This dashboard shows an overview of your top KPIs related to the profitability of your Clients Asset & Liabilities.

It is composed of four main sections:

  • AuM - Asset under Management
  • NNM - Net New Money
  • Lending Stock
  • NNL - Net New Lending

 

Asset Under Management

At the left, you can see Total AuM.

Beside, you can see your top Business Lines performance:

 

NNM - Net New Money

You can see KPI NNM (Net New Money), as well as its related monthly evolution.

 

Lending Stock

At the left, you can see Total AuM.

Beside, you can see your top Business Lines performance:

 

NNL - Net New Lending

You can see KPI NNL (Net New Lending), as well as its related monthly evolution.

 

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters:

In your AuM, Lending Stock (Flows) dashboard, you will be able to filter on:

  • Business LineBusiness Line, Team...
  • Relationship ManagerRM, Account Manager, Banker...
  • MandateDPM, Advisory, Execution Only...

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