dashboard page template for tableau on Finance (Bank, Wealth, FO...) CAL Profitability AuM, Lending Stock & Income (Flows) Client Base data visualization dataviz

 

Presentation

This dashboard page shows relevant information on your Client base.

It is composed of three main sections:

  • Composition of your Client base
  • Client acquisition
  • Lost Clients

 

Composition of your Client base

This DataViz shows how your client base is composed.

There is one line per bucket of Client AuM. For each line your can see:

 

Client acquisition

This DataViz shows how efficient you are at acquiring and how much NNM (Net New Money) you have from them.

  • Number of (since start of Current Year)
  • Total NNM (Net New Money) of (since start of Current Year)

 

Lost Clients

This DataViz shows how many Clients left and how much NNM (Net New Money) you lost from them.

 

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 & Income (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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