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

 

Presentation

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

Customize it to fit to your Corporate identity!

 

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

Other DataViz in "AuM & Income (Flows)" Pack

Home

AuM & Income (Flows) Home

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

Cockpit

Cockpit - AuM & Income

Cockpit - AuM & Income
Cockpit - AuM & Income Cockpit - AuM & Income
Overview of your Asset under Management, as well as Revenues and Return on Asset

Portfolio Management

Breakdown: AuM, Income & RoA

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

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 & Income

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

Behavioral Analytics

AuM & Income (Flows) Adhoc Analysis

AuM & Income (Flows) Adhoc Analysis
AuM & Income (Flows) Adhoc Analysis AuM & Income (Flows) Adhoc Analysis
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

AuM & Income (Flows) KPI Performance
AuM & Income (Flows) KPI Performance AuM & Income (Flows) KPI Performance
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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