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Detailed presentation of the AUM dashboard

Your AUM dashboard will contain 16 KPIs

and 6 dashboard pages

Home

AuM Home

AuM Home
AuM HomeAuM Home
Get a Home Page for your AuM dashboard

Cockpit

Banking Cockpit

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

AuM Top Performers

AuM Top Performers
AuM Top PerformersAuM Top Performers
Get an instant understanding of your top AuM performers

Top 4 KPIs Trends (MTD/YTD)

Top 4 KPIs Trends (MTD/YTD)
Top 4 KPIs Trends (MTD/YTD)Top 4 KPIs Trends (MTD/YTD)
Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Behavioral Analytics

AuM Adhoc Analysis

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

AuM KPI Performance

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

Creating your AUM dashboard Step-by-Step

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

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

1st STEP: Create the initial Tableau workbook file

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

  • date
    Month Month (Date used for time-series analysis)
  • string
    Business Line Business Line
  • string
    Team Team of Relationship Managers...
  • string
    Relationship Manager RM, Account Manager...
  • string
    Account Account, Customer, Portfolio holder...
  • string
    Portfolio Portfolio #
  • numeric
    Net New Money Net New Money
  • 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' 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 dashboard is already downloading :-)

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

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


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