Providea workbookcontaining at least9 attributes
Geta ready-to-use,best-in-marketAUM (FLOWS) dashboard
AuM (Flows) Home
AuM (Flows) Home
Get a Home Page for your AuM (Flows) dashboard
Cockpit - AuM
Cockpit - AuM
Overview of your Asset under Management.
Breakdown: AuM
Breakdown: AuM
Get instant overview of your banking KPIs: AuM, Net New Money, Market Effect
Inflows / Outflows (AuM)
Inflows / Outflows (AuM)
Get instant overview on your AuM flows (Inflows / Outflows) and your top/bottom contributors.
9 required attributes
Business Line - Relationship Manager
Month - Client
- Mandate
Inflows - Outflows
- Market Effect
- AuM
- ...add your own attributes!
14 KPIs
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):
- Business Line Business Line, Team...
- Relationship Manager RM, Account Manager, Banker...
- Month Month (Date used for time-series analysis)
- Client Client, Portfolio holder...
- Mandate DPM, Advisory, Execution Only...
- Inflows Inflows - Incoming money
- Outflows Outflows - Outgoing money (negative values expected)
- Market Effect Market Effect
- AuM Assets under Management
KPIs
Your AuM (Flows) dashboard will contain 14 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
- Nb of ClientsNumber of distinct clients
- Lost ClientsTotal number of lost clients
- New ClientsTotal number of new clients
- 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
Dashboard Pages & Data Visualizations
Your AuM (Flows) dashboard will contain 8 pages
Home
AuM (Flows) Home
AuM (Flows) Home
Get a Home Page for your AuM (Flows) dashboard
Cockpit
Cockpit - AuM
Cockpit - AuM
Overview of your Asset under Management.
Portfolio Management
Breakdown: AuM
Breakdown: AuM
Get instant overview of your banking KPIs: AuM, Net New Money, Market Effect
Inflows / Outflows (AuM)
Inflows / Outflows (AuM)
Get instant overview on your AuM flows (Inflows / Outflows) and your top/bottom contributors.
Client Base
Client Base
Better understand the composition of your client base (including New and Lost Clients): Customer Acquisition, Customer Churn
Client Portfolio: AuM
Client 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
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
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!
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):
-
Business Line Business Line, Team...
-
Relationship Manager RM, Account Manager, Banker...
-
Month Month (Date used for time-series analysis)
-
Client Client, Portfolio holder...
-
Mandate DPM, Advisory, Execution Only...
-
Inflows Inflows - Incoming money
-
Outflows Outflows - Outgoing money (negative values expected)
-
Market Effect Market Effect
-
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).
78 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
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▶ Specific to a Business Sector
▶ Specific to a Data Source
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!
