
Presentation
This dashboard shows the performance of any of your AuM & Income (Flows) KPIs, how this performance evolves over time and who contributes to this performance.
At the top left, you can visualize the performance of the KPI your selected.
At the top right, you can visualize the evolution of your performance across months (vertical bars). You can look at data in month-to-date or year-to-date (based on your selection in "Performance Scope").
The line shows the evolution of the reference (it can be previous year or budget depending on your selection in "Performance Scope").
Each bar is colored based on the variance percentage (Δ%) between the KPI value and its reference.
At the bottom, you can see the performance of the KPI you selected, split by the dimension your selected.
For each element of the dimension, it shows:
- The KPI value
- The variance (Δ) between the KPI value and its reference
- The variance % (Δ%) between the KPI value and its reference
An easy way to better understand who contribute to the overall performance.
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:
- Total AuM Total Asset Under Management
- Total Inflows Total Inflows - incoming money
- Total Outflows Total Outflows - outgoing money
- NNM (Net New Money) Amount of fresh assets: Delta between Inflows and Outflows
- Total Market Effect Sum of Market Effect
- Total Income Total Income
- Annualized Income Annualized Income
- Avg Monthly AUM AuM: Monthly Average
- RoA % Return on Asset: Annualized Income / AuM Monthly Average
- Nb of Clients Number of distinct clients
- Lost Clients Total number of lost clients
- New Clients Total number of new clients
- AuM per Client Total AuM / Nb of Clients (expressed in currency)
- Income per Account Total Income / Nb of Accounts (expressed in currency)
- AuM per RM Total AuM / Nb of RMs (expressed in currency)
- Nb of RMs Number of distinct relationship managers
- Income per RM Total Income / Nb of RMs (expressed in currency)
- NNM per Client Total Net New Money / Nb of Clients (expressed in currency)
- NNM per RM Total Net New Money / Nb of RMs (expressed in currency)
- Accounts per Client Average number of clients by RM
- (+ any KPI you want to add to your AuM & Income (Flows) dashboard)
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...
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 & Income (Flows) dashboard, you will be able to filter on:
- Business LineBusiness Line, Team...
- Relationship ManagerRM, Account Manager, Banker...
- MandateDPM, Advisory, Execution Only...