/uploads/packs/000009/Banking Pareto W.PNG

 

Presentation

Perform a Pareto Analysis on any of your Front-Office KPIs.

The Pareto Principle (also known as the 80/20 rule) the idea that by doing 20% of the work you can generate 80% of the benefit of doing the entire job.

You can dynamically select the KPI and the Dimension for your Pareto Analysis (see "Select KPI" and "Select Dimension" sections).

 

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 Front-Office 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 Front-Office dashboard, you will be able to select the following dimensions:

  • MonthMonth
  • Business LineBusiness Line
  • TeamTeam of Relationship Managers...
  • Relationship ManagerRM, Account Manager...
  • AccountAccount, Customer, Portfolio holder...
  • PortfolioPortfolio #

 

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 that allows to focus on what really matters.

In your Front-Office dashboard, you will be able to filter on:

  • Business LineBusiness Line
  • TeamTeam of Relationship Managers...
  • Relationship ManagerRM, Account Manager...

Other #DataViz in "Front-Office" Pack

Home

Front-Office Home

Front-Office Home
Front-Office Home Front-Office Home
Get a Home Page for your Front-Office dashboard

Cockpit

Banking Cockpit

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

Front-Office Top KPIs Overview

Front-Office Top KPIs Overview
Front-Office Top KPIs Overview Front-Office Top KPIs Overview
Get a transverse view on your top 6 Front-Office KPIs, split by the dimension of your choice

Front-Office Top KPIs Evolution

Front-Office Top KPIs Evolution
Front-Office Top KPIs Evolution Front-Office Top KPIs Evolution
Visualize how your Front-Office KPIs are evolving (Month-to-Date, Year-to-Date)

Front-Office Performance Cockpit

Front-Office Performance Cockpit
Front-Office Performance Cockpit Front-Office Performance Cockpit
Visualize the performance on your top 4 Front-Office KPIs, how this performance evolves over time and who contributes to this performance

Trends Analytics

Front-Office Trends Analysis

Front-Office Trends Analysis
Front-Office Trends Analysis Front-Office Trends Analysis
Visualize the evolution of any of your Front-Office KPIs: Trends, Performance & Year over Year

Distribution Analytics

Front-Office Segmentation Analysis

Front-Office Segmentation Analysis
Front-Office Segmentation Analysis Front-Office Segmentation Analysis
Visualize the value of any of your Front-Office KPIs, split by the dimension you selected (market share analysis)

Front-Office Pareto Analysis

Front-Office Pareto Analysis
Front-Office Pareto Analysis Front-Office Pareto Analysis
Perform a Pareto Analysis on any of your Front-Office KPIs: the 80/20 rule.

Front-Office KPI Performance

Front-Office KPI Performance
Front-Office KPI Performance Front-Office KPI Performance
Visualize the overall performance of any of your Front-Office KPIs: what is the performance, how does this performance evolve, who contributes to this performance

Other Packs