Presentation
This dashboard page allows ah-doc analysis on your AuM & Income (NNM) 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 (NNM) dashboard, you will be able to select the following KPIs:
- Total AuM Total Asset Under Management
- NNM (Net New Money) Sum of Net New Money
- 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 (NNM) 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 (NNM) dashboard, you will be able to select the following dimensions:
- MonthMonth
- Business LineBusiness Line, Team...
- Relationship ManagerRM, Account Manager, Banker...
- ClientClient, Portfolio holder...
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 (NNM) dashboard, you will be able to filter on:
- Business LineBusiness Line, Team...
- Relationship ManagerRM, Account Manager, Banker...
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