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

 

Presentation

This dashboard page allows ah-doc analysis on your AuM, Lending Stock & Income (Flows) data set.

This page shows the performance of the KPI you selected, split by the dimension you selected.

It is composed of three main sections:

  • Trends Analysis
  • Distribution Analysis
  • Pareto Analysis

 

Trends Analysis

Visualize the evolution of you KPI across time.

 

Distribution Analysis

Visualize your KPI split by the dimension you selected.

 

Pareto Analysis

80/20 pareto analysis.

 

 

Select KPI

'Select KPI' selector allows you to easily switch from one KPI to another, so you can analyze your data from any point of view.

The list of available KPIs is defined during the configuration of your dashboard in LinPack.

In your AuM, Lending Stock & Income (Flows) dashboard, you will be able to select the following KPIs:

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your AuM, Lending Stock & Income (Flows) dashboard, you will be able to select the following dimensions:

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

 

Filter on Date

This data visualization comes with a filter on the Date value. This feature enables you to focus on the period you are interested in.

You can filter dates at multiple levels: Day, Week, Month, Quarter or Year.

 

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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Portfolio Management

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Client Base

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Better understand the composition of your client base (including New and Lost Clients): Customer Acquisition, Customer Churn

Client Portfolio: AuM, Lending Stock & Income

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Perform simple ad-hoc analysis on your AuM, Lending Stock & Income (Flows) data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

AuM, Lending Stock & Income (Flows) KPI Performance

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Visualize the overall performance of any of your AuM, Lending Stock & Income (Flows) KPIs: what is the performance, how does this performance evolve, who contributes to this performance

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