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

 

Presentation

Get a Home Page for your AuM (Flows) Dashboard.

Customize it to fit to your Corporate identity!

 

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

Other DataViz in "AuM (Flows)" Pack

Home

AuM (Flows) Home

AuM (Flows) Home
AuM (Flows) Home AuM (Flows) Home
Get a Home Page for your AuM (Flows) dashboard

Cockpit

Cockpit - AuM

Cockpit - AuM
Cockpit - AuM Cockpit - AuM
Overview of your Asset under Management.

Portfolio Management

Breakdown: AuM

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

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

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

Behavioral Analytics

AuM (Flows) Adhoc Analysis

AuM (Flows) Adhoc Analysis
AuM (Flows) Adhoc Analysis AuM (Flows) Adhoc Analysis
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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