dashboard page template for tableau on Finance (Bank, Wealth, FO...) AuM Balance AuM (Flows) Inflows / Outflows (AuM) data visualization dataviz

 

Presentation

This dashboard page shows the details of your AuM Inflows & Outflows

It is composed of two main sections.

 

Flow volumes

At the left, you can visualize the total of 

At the right, you have the detail of the flows by Mandate

 

Net New Money breakdown

At the left, you can visualize the top/bottom of NNM (Net New Money) at the level of detail of your choice (RM, Account, Business Line...).

At the right you can see the NNM (Net New Money) by Mandate, at the chosen level of detail.

  • Red circles show negative NNM
  • Green circiles show positive NNM

 

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 (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...

 

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 (Flows) dashboard, you will be able to filter on:

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

 

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

  • In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
  • In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
  • Below the chart, the variance in % vs the reference is displayed.

Other DataViz in "AuM (Flows)" Pack

Home

AuM (Flows) Home

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Get a Home Page for your AuM (Flows) dashboard

Cockpit

Cockpit - AuM

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Overview of your Asset under Management.

Portfolio Management

Breakdown: AuM

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Get instant overview of your banking KPIs: AuM, Net New Money, Market Effect

Inflows / Outflows (AuM)

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

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

Client Portfolio: AuM
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Get a detailed status of your client portfolio: AuM, Net New Money, Market Effect

Behavioral Analytics

AuM (Flows) Adhoc Analysis

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

AuM (Flows) KPI Performance

AuM (Flows) KPI Performance
AuM (Flows) KPI Performance AuM (Flows) KPI Performance
Visualize the overall performance of any of your AuM (Flows) KPIs: what is the performance, how does this performance evolve, who contributes to this performance

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