dashboard page template for tableau on Finance (Bank, Wealth, FO...) Trading Trading Cockpit Trading data visualization dataviz

Presentation

This dashboard page provides a complete overview of your Equity Sales.

 

It is composed of three sections:

 

 

Trade Volume

This section gives you the performance of your Trade Volume by Equity Types and Sectors.

 

Revenue & Commission Rate

This section provides you detailed information on your Revenue and Commission rate by Equity Types and Sectors.

 

Clients

This section provides you detailed information on your Clients.

 

 

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 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 Trading dashboard, you will be able to filter on:

  • TraderName of the Trader
  • ClientName of the Client
  • SectorArea of the economy such as technology, healthcare, energy.
  • Trade TypeType of Trades

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Cockpit

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Trading Breakdown

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Trading Analytics

Trading - Potential New Revenue

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Trading - Trade Volume by Sector

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Provides a trend analysis on your trade volume by Sector

Trading - Trade Volume by Trade Type

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Trading - Trader Activity

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Behavioral Analytics

Trading Adhoc Analysis

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Trading KPI Performance

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Visualize the overall performance of any of your Trading KPIs: what is the performance, how does this performance evolve, who contributes to this performance

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