dashboard page template for tableau on Finance (Bank, Wealth, FO...) Trading Trading Trading - Potential New Revenue data visualization dataviz

Presentation

This dashboard page provides a what if analysis for your revenues depending on the applied commission rate.

 

It is composed of the following sections :

 

  • Trade volume and number of trades (total / without commissions)
  • What if analysis with Revenue & New Potential Revenue depending on the commission rate (applied on trade with no commission)
  • Top Impacted Clients by increase of the revenue depending on the commission rate
  • Top Impacted Traders by increase of the revenue depending on the commission rate

 

 

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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