dashboard page template for tableau on Finance (Bank, Wealth, FO...) Wealth Wealth Management Wealth Management Adhoc Analysis data visualization dataviz

 

Presentation

This dashboard page allows ah-doc analysis on your Wealth Management 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 Wealth Management 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 Wealth Management dashboard, you will be able to select the following dimensions:

  • DateDate
  • Investment ModelConservative, Growth, Moderate...
  • ManagerName of the Manager
  • ClientName of the Client
  • Country Of ResidenceCountry of Residence

 

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 Wealth Management dashboard, you will be able to filter on:

  • Investment ModelConservative, Growth, Moderate...
  • ManagerName of the Manager
  • Country Of ResidenceCountry of Residence

Other DataViz in "Wealth Management" Pack

Home

Wealth Management Home

Wealth Management Home
Wealth Management Home Wealth Management Home
Get a Home Page for your Wealth Management dashboard

Cockpit

Wealth Management Cockpit

Wealth Management Cockpit
Wealth Management Cockpit Wealth Management Cockpit
Get instant overview of your wealth management KPIs: AuM, Revenue, Expense, P&L...

Portfolio Management

Breakdown: AuM

Breakdown: AuM
Breakdown: AuM Breakdown: AuM
Get instant overview of your banking KPIs: AuM, Net New Money, Market Effect

Client Base

Client Base
Client Base Client Base
Better understand the composition of your client base (including New and Lost Clients): Customer Acquisition, Customer Churn

Client Portfolio: AuM

Client Portfolio: AuM
Client Portfolio: AuM Client Portfolio: AuM
Get a detailed status of your client portfolio: AuM, Net New Money, Market Effect

Behavioral Analytics

Wealth Management Adhoc Analysis

Wealth Management Adhoc Analysis
Wealth Management Adhoc Analysis Wealth Management Adhoc Analysis
Perform simple ad-hoc analysis on your Wealth Management data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Wealth Management KPI Performance

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

GeoAnalytics

Wealth Management Country Analysis

Wealth Management Country Analysis
Wealth Management Country Analysis Wealth Management Country Analysis
Visualize the performance of any of your Wealth Management KPIs, at Country level

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