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

 

Presentation

This dashboard page shows an overview of your Total AuM.

It is composed of five main sections:

  • AuM - Asset under Management
  • Top Business Lines
  • Top Accounts
  • Net New Money
  • Market Effect

AuM - Asset under Management

This section shows Total AuM performance.

Below, a bridge showing the evolution of Total AuM from previous to current period:

 

Top Business Lines

This section shows your top Business Lines and highlights:

 

Top Accounts

At the top, you can visualize:

 

Below, you can see your top Accounts with:

 

Net New Money

This section shows NNM (Net New Money) performance.

Beside, you can visualize the evolution of NNM (Net New Money) across months.

At the right, you can see the top/bottom 3 movements of NNM (Net New Money) by account

 

Market Effect

This section shows Total Market Effect performance.

Beside, you can visualize the evolution of Total Market Effect across months.

At the right, you can see the top/bottom 3 movements of Total Market Effect by account

 

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...

Other DataViz in "AuM (Flows)" Pack

Home

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Cockpit

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Portfolio Management

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Client Portfolio: AuM

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Behavioral Analytics

AuM (Flows) Adhoc Analysis

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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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