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

Required Attributes

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

  • 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
  • numeric
    Income Income, Revenue

KPIs

Your AuM, Lending Stock & Income (Flows) dashboard will contain 23 KPIs

Dashboard Pages & Data Visualizations

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

Home

AuM, Lending Stock & Income (Flows) Home

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

Cockpit

Cockpit - AuM, Lending Stock & Income

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

Portfolio Management

Breakdown: AuM, Lending Stock & Income

Breakdown: AuM, Lending Stock & Income
Breakdown: AuM, Lending Stock & IncomeBreakdown: AuM, Lending Stock & Income
Get instant overview of your banking KPIs: AuM, Net New Money, Income, Net New Lending, Lending Stock, Return on CAL...

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 (including New and Lost Clients): Customer Acquisition, Customer Churn

Client Portfolio: AuM, Lending Stock & Income

Client Portfolio: AuM, Lending Stock & Income
Client Portfolio: AuM, Lending Stock & IncomeClient Portfolio: AuM, Lending Stock & Income
Get a detailed status of your client portfolio: AuM, Lending Stock & Income

Behavioral Analytics

AuM, Lending Stock & Income (Flows) Adhoc Analysis

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

AuM, Lending Stock & Income (Flows) KPI Performance

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

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

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

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your AuM, Lending Stock & Income (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 & Income (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
  • numeric
    Income Income, Revenue

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: AuM, Lending Stock & Income (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 & Income (Flows) dashboard is already downloading :-)

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

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


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