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

 

Presentation

This dashboard page allows ah-doc analysis on your AuM & 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 & 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 & 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 & 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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Home

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Cockpit

Cockpit - AuM & Income

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Overview of your Asset under Management, as well as Revenues and Return on Asset

Portfolio Management

Breakdown: AuM, Income & RoA

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Get instant overview of your banking KPIs: AuM, Net New Money, Income, RoA...

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 & Income

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Get a detailed status of your client portfolio: AuM & Income

Behavioral Analytics

AuM & Income (Flows) Adhoc Analysis

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

AuM & Income (Flows) KPI Performance

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

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