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

Detailed presentation of the AUM & INCOME (FLOWS) dashboard

Your AUM & INCOME (FLOWS) dashboard will contain 17 KPIs

and 7 dashboard pages

Home

AuM & Income (Flows) Home

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

Cockpit

Cockpit - AuM & Income

Cockpit - AuM & Income
Cockpit - AuM & IncomeCockpit - AuM & Income
Overview of your Asset under Management, as well as Revenues and Return on Asset

Breakdown: AuM, Income & RoA

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

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

Behavioral Analytics

AuM & Income (Flows) Adhoc Analysis

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

AuM & Income (Flows) KPI Performance

AuM & Income (Flows) KPI Performance
AuM & Income (Flows) KPI PerformanceAuM & 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!

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):

  • 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
  • numeric
    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).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your AuM & Income (Flows) dashboard is already downloading :-)

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

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


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