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Templates > Finance (Bank, Wealth, FO...) > AuM Balance > AuM (Flows)

AuM (Flows)
Portfolio Management: Get a better understanding of the volumes you manage (AuM). The pack requires AuM, Market Effect, Inflow and Outflow.
Overview
Required Attributes
KPIs
Data Visualizations
Step-by-Step
dashboard template for tableau on Finance (Bank, Wealth, FO...) AuM Balance AuM (Flows) cockpit
9 required attributes
14 KPIs
8 dashboard pages

Required Attributes

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

  • string
    Business Line Business Line, Team...
  • string
    Relationship Manager RM, Account Manager, Banker...
  • date
    Month Month (Date used for time-series analysis)
  • 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

KPIs

Your AuM (Flows) dashboard will contain 14 KPIs

Dashboard Pages & Data Visualizations

Your AuM (Flows) dashboard will contain 8 pages

Home

AuM (Flows) Home

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

Cockpit

Cockpit - AuM

Cockpit - AuM
Cockpit - AuMCockpit - AuM
Overview of your Asset under Management.

Portfolio Management

Breakdown: AuM

Breakdown: AuM
Breakdown: AuMBreakdown: AuM
Get instant overview of your banking KPIs: AuM, Net New Money, Market Effect

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

Client Portfolio: AuM
Client Portfolio: AuMClient Portfolio: AuM
Get a detailed status of your client portfolio: AuM, Net New Money, Market Effect

Behavioral Analytics

AuM (Flows) Adhoc Analysis

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

AuM (Flows) KPI Performance

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

Creating your AUM (FLOWS) dashboard Step-by-Step

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

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your AuM (Flows) data in less than 5 minutes!

AuM (Flows) dashboard Live Demo

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your AuM (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):

  • string
    Business Line Business Line, Team...
  • string
    Relationship Manager RM, Account Manager, Banker...
  • date
    Month Month (Date used for time-series analysis)
  • 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

2nd STEP: Upload your Tableau workbook file

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

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

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


Create AuM (Flows) dashboard

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