banking cockpit.PNG banking cockpit d.PNG
9 required attributes
  • dateMonth
  • stringBusiness Line
  • stringTeam
  • stringRelationship Manager
  • stringAccount
  • stringPortfolio
  • numericAuM
  • numericIncome
  • numericNet New Money
11 KPIs
  • Total AuM
  • Total Income
  • Total Net New Money
  • Nb of Accounts
  • Nb of Portfolios
  • Nb of RMs
  • AuM per Account
  • AuM per RM
  • Income per Account
  • Income per RM
  • RoA %

Detailed presentation of the FRONT-OFFICE dashboard

KPi Your FRONT-OFFICE dashboard will contain 11 KPIs:

  • Total AuM(Last) Sum of AuM
  • Total IncomeSum of Income
  • Total Net New MoneySum of Net New Money
  • Nb of AccountsNumber of distinct accounts
  • Nb of PortfoliosNumber of distinct portfolios
  • Nb of RMsNumber of distinct relationship managers
  • AuM per AccountTotal AuM / Nb of Accounts (expressed in currency)
  • AuM per RMTotal AuM / Nb of RMs (expressed in currency)
  • Income per AccountTotal Income / Nb of Accounts (expressed in currency)
  • Income per RMTotal Income / Nb of RMs (expressed in currency)
  • RoA %Return on Asset: Annualized Income / AuM Monthly Average

Visualization and 9 dashboard pages

Home

Banking - Home

Banking - Home
Banking - HomeBanking - Home
Get a Home Page for your Banking Dashboard

Cockpit

Banking Cockpit

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

Banking KPIs

Banking KPIs
Banking KPIsBanking KPIs
Understand the contribution to the performance of your top Banking KPIs

Banking Top KPIs Evolution

Banking Top KPIs Evolution
Banking Top KPIs EvolutionBanking Top KPIs Evolution
Visualize how your Banking Performance is evolving (Month-to-Date, Year-to-Date)

Trends Analysis

Trends Analysis

Trends Analysis
Trends AnalysisTrends Analysis
Visualize the evolution of the KPI you selected: Trends, Performance & Year over Year

Banking - Evolution over years

Banking - Evolution over years
Banking - Evolution over yearsBanking - Evolution over years
Visualize how your top Banking KPIs are correlated and how this correlation evolved across years

Trends Split Analysis

Trends Split Analysis
Trends Split AnalysisTrends Split Analysis
Visualize the evolution of the KPI you selected, breakdown by the dimension you selected.

Segmentation Analysis

Banking Segmentation Analysis

Banking Segmentation Analysis
Banking Segmentation AnalysisBanking Segmentation Analysis
Visualize the value of the KPI you selected split by the dimension you selected (share analysis)

Pareto Analysis

Pareto Analysis
Pareto AnalysisPareto Analysis
Flexible Pareto Analysis (80 / 20 analysis)

 

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

Using LinPack-for-Tableau.com, you can generate a stunning Banking Dashboard on Sales in less than 1 minute!

 

Front-Office dashboard Live Demo

 

For this, just follow the instructions :-)

 

1st step: Create a Tableau workbook containing the connection definition to your sales data (whether it comes from Avaloq, Temenos, Excel...)

You must retrieve at least the following attributes:

  • date
    Month Month
  • 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
    AuM Assets under Management
  • numeric
    Income Income
  • numeric
    Net New Money Net New Money, Net Cash Flow...

The attributes names do not have to match and the underlying data model could be one file or 5 tables, it does not matter :-).

 

2nd step: On LinPack-for-Tableau.com, select 'create dashboard from template: Sales' and upload your Tableau workbook

 

3rd step: Map your attributes, click 'Confirm & Download'... you're done!!!

 

This dashboard will help you to better manage your Banking KPIs: 

Just try it here :-)

 

Enjoy and share your feedbacks with us so we can improve the solution :-)

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