Month
Business Line
Relationship Manager
Client
Mandate
Inflows
Outflows
Market Effect
AuM
Inflows (Lending)
Outflows (Lending)
Lending Stock
Detailed presentation of the AUM, LENDING STOCK (FLOWS) dashboard
Your AUM, LENDING STOCK (FLOWS) dashboard will contain 18 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
- Nb of New ClientsNumber of new clients (first position over the period)
- 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
and 7 dashboard pages
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Cockpit
Cockpit - AuM, Lending Stock
Breakdown: AuM, Lending Stock
Inflows / Outflows (AuM)
Behavioral Analytics
AuM, Lending Stock (Flows) Adhoc Analysis
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):
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!