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Detailed presentation of the AUM & LENDING STOCK dashboard

Your AUM & LENDING STOCK dashboard will contain 18 KPIs

and 8 dashboard pages

Home

AuM & Lending Stock Home

AuM & Lending Stock Home
AuM & Lending Stock HomeAuM & Lending Stock Home
Get a Home Page for your AuM & Lending Stock dashboard

Cockpit

Banking Cockpit: AUM & Lending Stock

Banking Cockpit: AUM & Lending Stock
Banking Cockpit: AUM & Lending StockBanking Cockpit: AUM & Lending Stock
Get instant overview of your banking KPIs: AuM, Net New Money, Income, Net New Lending, Lending Stock, RoA...

AuM & Lending Stock Top KPIs Breakdown

AuM & Lending Stock Top KPIs Breakdown
AuM & Lending Stock Top KPIs BreakdownAuM & Lending Stock Top KPIs Breakdown
Get a transverse view on your top 6 AuM & Lending Stock KPIs, split by the dimension of your choice

AuM & Lending Stock Performance Cockpit

AuM & Lending Stock Performance Cockpit
AuM & Lending Stock Performance CockpitAuM & Lending Stock Performance Cockpit
Visualize the performance on your top 4 AuM & Lending Stock KPIs, how this performance evolves over time and who contributes to this performance

Behavioral Analytics

AuM & Lending Stock KPI Performance

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

Trends Analytics

AuM & Lending Stock Trends Analysis

AuM & Lending Stock Trends Analysis
AuM & Lending Stock Trends AnalysisAuM & Lending Stock Trends Analysis
Visualize the evolution of any of your AuM & Lending Stock KPIs: Trends, Performance & Year over Year

Distribution Analytics

AuM & Lending Stock Segmentation Analysis

AuM & Lending Stock Segmentation Analysis
AuM & Lending Stock Segmentation AnalysisAuM & Lending Stock Segmentation Analysis
Visualize the value of any of your AuM & Lending Stock KPIs, split by the dimension you selected (market share analysis)

AuM & Lending Stock Pareto Analysis

AuM & Lending Stock Pareto Analysis
AuM & Lending Stock Pareto AnalysisAuM & Lending Stock Pareto Analysis
Perform a Pareto Analysis on any of your AuM & Lending Stock KPIs: the 80/20 rule.

Creating your AUM & LENDING STOCK dashboard Step-by-Step

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

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your AuM & Lending Stock 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 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
  • string
    Team Team of Relationship Managers...
  • string
    Relationship Manager RM, Account Manager...
  • string
    Account Account, Customer, Portfolio holder...
  • string
    Portfolio Portfolio #
  • 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

2nd STEP: Upload your Tableau workbook file

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

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

Your AuM & Lending Stock dashboard is now ready to be used or customized!


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