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

 

Presentation

Get a Home Page for your AuM, Lending Stock & Income (Flows) Dashboard.

Customize it to fit to your Corporate identity!

 

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

Other DataViz in "AuM, Lending Stock & Income (Flows)" Pack

Home

AuM, Lending Stock & Income (Flows) Home

AuM, Lending Stock & Income (Flows) Home
AuM, Lending Stock & Income (Flows) Home AuM, Lending Stock & Income (Flows) Home
Get a Home Page for your AuM, Lending Stock & Income (Flows) dashboard

Cockpit

Cockpit - AuM, Lending Stock & Income

Cockpit - AuM, Lending Stock & Income
Cockpit - AuM, Lending Stock & Income Cockpit - AuM, Lending Stock & Income
Overview of your KPIs related to the profitability of your Clients Asset & Liabilities

Portfolio Management

Breakdown: AuM, Lending Stock & Income

Breakdown: AuM, Lending Stock & Income
Breakdown: AuM, Lending Stock & Income Breakdown: AuM, Lending Stock & Income
Get instant overview of your banking KPIs: AuM, Net New Money, Income, Net New Lending, Lending Stock, Return on CAL...

Inflows / Outflows (AuM)

Inflows / Outflows (AuM)
Inflows / Outflows (AuM) Inflows / Outflows (AuM)
Get instant overview on your AuM flows (Inflows / Outflows) and your top/bottom contributors.

Client Base

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

Client Portfolio: AuM, Lending Stock & Income

Client Portfolio: AuM, Lending Stock & Income
Client Portfolio: AuM, Lending Stock & Income Client Portfolio: AuM, Lending Stock & Income
Get a detailed status of your client portfolio: AuM, Lending Stock & Income

Behavioral Analytics

AuM, Lending Stock & Income (Flows) Adhoc Analysis

AuM, Lending Stock & Income (Flows) Adhoc Analysis
AuM, Lending Stock & Income (Flows) Adhoc Analysis AuM, Lending Stock & Income (Flows) Adhoc Analysis
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

AuM, Lending Stock & Income (Flows) KPI Performance
AuM, Lending Stock & Income (Flows) KPI Performance AuM, Lending Stock & Income (Flows) KPI Performance
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

Other Dashboard Templates