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

Detailed presentation of the AUM, LENDING STOCK (FLOWS) dashboard

Your AUM, LENDING STOCK (FLOWS) dashboard will contain 18 KPIs

and 7 dashboard pages

Home

AuM, Lending Stock (Flows) Home

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

Cockpit

Cockpit - AuM, Lending Stock

Cockpit - AuM, Lending Stock
Cockpit - AuM, Lending StockCockpit - AuM, Lending Stock
Overview of your KPIs related to the profitability of your Clients Asset & Liabilities

Breakdown: AuM, Lending Stock

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

Inflows / Outflows (AuM)

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

Client Base

Client Base
Client BaseClient Base
Better understand the composition of your client base

Behavioral Analytics

AuM, Lending Stock (Flows) Adhoc Analysis

AuM, Lending Stock (Flows) Adhoc Analysis
AuM, Lending Stock (Flows) Adhoc AnalysisAuM, 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

AuM, Lending Stock (Flows) KPI Performance

AuM, Lending Stock (Flows) KPI Performance
AuM, Lending Stock (Flows) KPI PerformanceAuM, 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!

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):

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

3rd STEP: Map your attributes

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

Finally, click 'Confirm & Download'... and your AuM, Lending Stock (Flows) dashboard is already downloading :-)

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

Your AuM, Lending Stock (Flows) dashboard is now ready to be used or customized!


Other DataViz Packs