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Detailed presentation of the BANK CASH FLOW dashboard

Your BANK CASH FLOW dashboard will contain 14 KPIs

and 7 dashboard pages

Home

Bank Cash Flow Home

Bank Cash Flow Home
Bank Cash Flow HomeBank Cash Flow Home
Get a Home Page for your Bank Cash Flow dashboard

Cockpit

Bank Cash Flow Cockpit

Bank Cash Flow Cockpit
Bank Cash Flow CockpitBank Cash Flow Cockpit
Get a quick overview of your bank accounts cash flow

Bank Cash Flow Top KPIs Breakdown

Bank Cash Flow Top KPIs Breakdown
Bank Cash Flow Top KPIs BreakdownBank Cash Flow Top KPIs Breakdown
Get a transverse view on your top 6 Bank Cash Flow KPIs, split by the dimension of your choice

Bank Cash Flow Top Performers

Bank Cash Flow Top Performers
Bank Cash Flow Top PerformersBank Cash Flow Top Performers
Get an instant understanding of your top Bank Cash Flow performers

Top 6 KPIs Trends (MTD/YTD)

Top 6 KPIs Trends (MTD/YTD)
Top 6 KPIs Trends (MTD/YTD)Top 6 KPIs Trends (MTD/YTD)
Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Cash Flow Analytics

Cash Flow & Balance

Cash Flow & Balance
Cash Flow & BalanceCash Flow & Balance
Visually assess the impact of your cash flow on your final balance

Behavioral Analytics

Bank Cash Flow Adhoc Analysis

Bank Cash Flow Adhoc Analysis
Bank Cash Flow Adhoc AnalysisBank Cash Flow Adhoc Analysis
Perform simple ad-hoc analysis on your Bank Cash Flow data set: analyze any of your KPIs across any dimension

Creating your BANK CASH FLOW dashboard Step-by-Step

You want to get a clear understanding on your Bank Cash Flow results? You want to build a Tableau dashboard to better understand your Bank Cash Flow data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Bank Cash Flow data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Bank Cash Flow data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • string
    Bank Name of the Bank
  • string
    Account # Account Number
  • string
    Transaction # Transaction Unique Identifier
  • date
    Transaction Date Date of the transaction (Date used for time-series analysis)
  • numeric
    Debit Amount Debit Amount [positive values expected; Null expected is Credit Transaction]
  • numeric
    Credit Amount Credit Amount [positive values expected; Null expected is Debit Transaction]

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Bank Cash Flow' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Bank Cash Flow dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Bank Cash Flow dashboard is now ready to be used or customized!


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