Providea workbookcontaining at least7 attributes
Geta ready-to-use,best-in-marketAUM (NNM) dashboard
AuM (NNM) Home
AuM (NNM) Home
Get a Home Page for your AuM (NNM) 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
Client Base
Client Base
Better understand the composition of your client base
7 required attributes
Month 
Business Line - Relationship Manager
- Client
Net New Money - Market Effect
- AuM
11 KPIs
Detailed presentation of the AUM (NNM) dashboard
Your AUM (NNM) dashboard will contain 11 KPIs
- Total AuMTotal Asset Under Management
- NNM (Net New Money)Sum of Net New Money
- Total Market EffectSum of Market Effect
- Nb of ClientsNumber of distinct clients
- Nb of New ClientsNumber of new clients (first position over the period)
- 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
and 6 dashboard pages
Home
AuM (NNM) Home
AuM (NNM) Home
Get a Home Page for your AuM (NNM) dashboard
Cockpit
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
Client Base
Client Base
Better understand the composition of your client base
Behavioral Analytics
AuM (NNM) Adhoc Analysis
AuM (NNM) Adhoc Analysis
Perform simple ad-hoc analysis on your AuM (NNM) data set: analyze any of your KPIs across any dimension
AuM (NNM) KPI Performance
AuM (NNM) KPI Performance
Visualize the overall performance of any of your AuM (NNM) KPIs: what is the performance, how does this performance evolve, who contributes to this performance
Creating your AUM (NNM) dashboard Step-by-Step
You want to get a clear understanding on your AuM (NNM) results? You want to build a Tableau dashboard to better understand your AuM (NNM) data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your AuM (NNM) data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your AuM (NNM) 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):
-
Month Month (Date used for time-series analysis)
-
Business Line Business Line, Team...
-
Relationship Manager RM, Account Manager, Banker...
-
Client Client, Portfolio holder...
-
Net New Money Net New Money
-
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 (NNM)' and upload your Tableau workbook (note: your data is NOT uploaded).
71 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
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▶ Specific to a Business Sector
▶ Specific to a Data Source
▶ TRIAL Templates
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your AuM (NNM) dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your AuM (NNM) dashboard is now ready to be used or customized!
