Business dashboard template: AUM & INCOME (FLOWS)

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

Providea workbookcontaining at least10 attributes

Geta ready-to-use,best-in-marketAUM & INCOME (FLOWS) dashboard

AuM & Income (Flows) Home

Get a Home Page for your AuM & Income (Flows) dashboard

Cockpit - AuM & Income

Overview of your Asset under Management, as well as Revenues and Return on Asset

Breakdown: AuM, Income & RoA

Get instant overview of your banking KPIs: AuM, Net New Money, Income, RoA...

Inflows / Outflows (AuM)

Get instant overview on your AuM flows (Inflows / Outflows) and your top/bottom contributors.

10 required attributes

Business Line
Relationship Manager
Month
Client
Mandate
Inflows
Outflows
Market Effect
AuM
Income
...add your own attributes!

18 KPIs

8 dashboard pages

Required Attributes

To get your AuM & 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):

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
Income Income, Revenue

KPIs

Your AuM & Income (Flows) dashboard will contain 18 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
Total IncomeTotal Income
RoA %Return on Asset: Annualized Income / AuM Monthly Average
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)
Income per AccountTotal Income / Nb of Accounts (expressed in currency)
AuM per RMTotal AuM / Nb of RMs (expressed in currency)
Nb of RMsNumber of distinct relationship managers
Income per RMTotal Income / Nb of RMs (expressed in currency)
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 & Income (Flows) dashboard will contain 8 pages

Home

AuM & Income (Flows) Home

Get a Home Page for your AuM & Income (Flows) dashboard

Cockpit

Cockpit - AuM & Income

Overview of your Asset under Management, as well as Revenues and Return on Asset

Portfolio Management

Breakdown: AuM, Income & RoA

Get instant overview of your banking KPIs: AuM, Net New Money, Income, RoA...

Inflows / Outflows (AuM)

Get instant overview on your AuM flows (Inflows / Outflows) and your top/bottom contributors.

Client Base

Better understand the composition of your client base (including New and Lost Clients): Customer Acquisition, Customer Churn

Client Portfolio: AuM & Income

Get a detailed status of your client portfolio: AuM & Income

Behavioral Analytics

AuM & Income (Flows) Adhoc Analysis

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

AuM & Income (Flows) KPI Performance

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

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

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

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

AuM & Income (Flows) dashboard Live Demo

1st STEP: Create the initial Tableau workbook file

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

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
Income Income, Revenue

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: AuM & Income (Flows)' and upload your Tableau workbook (note: your data is NOT uploaded).

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