Business dashboard template: AUM, LENDING STOCK (FLOWS)

dashboard template for tableau on Finance (Bank, Wealth, FO...) CAL Balance AuM, Lending Stock (Flows) cockpit

Providea workbookcontaining at least12 attributes

Geta ready-to-use,best-in-marketAUM, LENDING STOCK (FLOWS) dashboard

AuM, Lending Stock (Flows) Home

Get a Home Page for your AuM, Lending Stock (Flows) dashboard

Cockpit - AuM, Lending Stock

Overview of your KPIs related to the profitability of your Clients Asset & Liabilities

Breakdown: AuM, Lending Stock

Get instant overview of your banking KPIs: AuM, Net New Money, Market Effect, Net New Lending, Lending Stock.

Inflows / Outflows (AuM)

Get instant overview on your AuM flows (Inflows / Outflows) and your top/bottom contributors.

12 required attributes

Month
Business Line
Relationship Manager
Client
Mandate
Inflows
Outflows
Market Effect
AuM
Inflows (Lending)
Outflows (Lending)
Lending Stock
...add your own attributes!

8 dashboard pages

Required Attributes

To get your AuM, Lending Stock (Flows) dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

Month Month (Date used for time-series analysis)
Business Line Business Line, Team...
Relationship Manager RM, Account Manager, Banker...
Client Client, Portfolio holder...
Mandate DPM, Advisory, Execution Only...
Inflows Inflows - Incoming money
Outflows Outflows - Outgoing money (negative values expected)
Market Effect Market Effect
AuM Assets under Management
Inflows (Lending) Inflows for Lending Stock
Outflows (Lending) Outflows for Lending Stock (negative values expected)
Lending Stock Lending Stock

KPIs

Your AuM, Lending Stock (Flows) dashboard will contain 19 KPIs

Total AuMTotal Asset Under Management
Total InflowsTotal Inflows - incoming money
Total OutflowsTotal Outflows - outgoing money
NNM (Net New Money)Amount of fresh assets: Delta between Inflows and Outflows
Total Market EffectSum of Market Effect
Total Lending StockTotal Lending Stock
Total Inflows (Lending)Total Inflows - incoming money
Total Outflows (Lending)Total Outflows - outgoing money
NNL (Net New Lending)Total Net New Money
Total CALClient Asset and Liabilities (also known as Product under Management): AuM + Lending Stock
Nb of ClientsNumber of distinct clients
Lost ClientsTotal number of lost clients
New ClientsTotal number of new clients
AuM per ClientTotal AuM / Nb of Clients (expressed in currency)
AuM per RMTotal AuM / Nb of RMs (expressed in currency)
Nb of RMsNumber of distinct relationship managers
NNM per ClientTotal Net New Money / Nb of Clients (expressed in currency)
NNM per RMTotal Net New Money / Nb of RMs (expressed in currency)
Accounts per ClientAverage number of clients by RM

Dashboard Pages & Data Visualizations

Your AuM, Lending Stock (Flows) dashboard will contain 8 pages

Home

AuM, Lending Stock (Flows) Home

Get a Home Page for your AuM, Lending Stock (Flows) dashboard

Cockpit

Cockpit - AuM, Lending Stock

Overview of your KPIs related to the profitability of your Clients Asset & Liabilities

Portfolio Management

Breakdown: AuM, Lending Stock

Get instant overview of your banking KPIs: AuM, Net New Money, Market Effect, Net New Lending, Lending Stock.

Inflows / Outflows (AuM)

Get instant overview on your AuM flows (Inflows / Outflows) and your top/bottom contributors.

Client Base

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

Client Portfolio: AuM & Lending Stock

Get a detailed status of your client portfolio: AuM & Lending Stock

Behavioral Analytics

AuM, Lending Stock (Flows) Adhoc Analysis

Perform simple ad-hoc analysis on your AuM, Lending Stock (Flows) data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

AuM, Lending Stock (Flows) KPI Performance

Visualize the overall performance of any of your AuM, Lending Stock (Flows) KPIs: what is the performance, how does this performance evolve, who contributes to this performance

Creating your AUM, LENDING STOCK (FLOWS) dashboard Step-by-Step

You want to get a clear understanding on your AuM, Lending Stock (Flows) results? You want to build a Tableau dashboard to better understand your AuM, Lending Stock (Flows) data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your AuM, Lending Stock (Flows) data in less than 5 minutes!

AuM, Lending Stock (Flows) dashboard Live Demo

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your AuM, Lending Stock (Flows) 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):

Month Month (Date used for time-series analysis)
Business Line Business Line, Team...
Relationship Manager RM, Account Manager, Banker...
Client Client, Portfolio holder...
Mandate DPM, Advisory, Execution Only...
Inflows Inflows - Incoming money
Outflows Outflows - Outgoing money (negative values expected)
Market Effect Market Effect
AuM Assets under Management
Inflows (Lending) Inflows for Lending Stock
Outflows (Lending) Outflows for Lending Stock (negative values expected)
Lending Stock Lending Stock

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: AuM, Lending Stock (Flows)' and upload your Tableau workbook (note: your data is NOT uploaded).

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