Templates > Finance (Bank, Wealth, FO...) > AuM Profitability > AuM & Income (NNM) > Cockpit - AuM & Income

Presentation

This dashboard page shows an overview of your Total AuM and your Revenues.

It is composed of five main sections:

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

AuM - Asset under Management

This section shows Total AuM performance.

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

• NNM (Net New Money)
• Total Market Effect

Top Business Lines

This section shows your top Business Lines and highlights:

• Total AuM
• NNM (Net New Money)

Top Accounts

At the top, you can visualize:

• Nb of Clients
• AuM per Client

Below, you can see your top Accounts with:

• Total AuM
• NNM (Net New Money)

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

Revenues

This section shows Total Income performance.

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

At the right, you can see the overall RoA % (Return on Asset).

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 (NNM) dashboard, you will be able to filter on: