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

Detailed presentation of the AUM, LENDING STOCK & INCOME (NNM, NNL) dashboard

Your AUM, LENDING STOCK & INCOME (NNM, NNL) dashboard will contain 19 KPIs

and 7 dashboard pages

Home

AuM, Lending Stock & Income (NNM, NNL) Home

AuM, Lending Stock & Income (NNM, NNL) Home
AuM, Lending Stock & Income (NNM, NNL) HomeAuM, Lending Stock & Income (NNM, NNL) Home
Get a Home Page for your AuM, Lending Stock & Income (NNM, NNL) 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...

Client Base

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

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 (NNM, NNL) Adhoc Analysis

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

AuM, Lending Stock & Income (NNM, NNL) KPI Performance

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

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

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

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your AuM, Lending Stock & Income (NNM, NNL) 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 (NNM, NNL) 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...
  • numeric
    Net New Money Net New Money
  • numeric
    Market Effect Market Effect
  • numeric
    AuM Assets under Management
  • numeric
    Net New Lending Net New Lending
  • 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 (NNM, NNL)' 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 (NNM, NNL) dashboard is already downloading :-)

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

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


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