Banking - Cockpit WHITE.png Banking - Cockpit DARK.png
9 required attributes
  • Date
  • Business Line
  • Team
  • Relationship Manager
  • Account
  • Portfolio
  • AuM
  • Income
  • Net New Money
13 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
  • NNM per Account
  • NNM per RM
  • Accounts per RM

Detailed presentation of the BANKING dashboard

KPi Your BANKING dashboard will contain 13 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)
  • NNM per AccountTotal Net New Money / Nb of Accounts (expressed in currency)
  • NNM per RMTotal Net New Money / Nb of RMs (expressed in currency)
  • Accounts per RMTotal Net New Money / Nb of RMs (expressed in currency)

Visualization and 9 dashboard pages

Banking - Home
Banking - Home Banking - Home
Get a Home Page for your Banking Dashboard
Banking Cockpit
Banking Cockpit Banking Cockpit
Get instant overview of your banking KPIs: AuM, Net New Money, Income...
Banking KPIs
Banking KPIs Banking KPIs
Understand the contribution to the performance of your top Banking KPIs
Banking Top KPIs Evolution
Banking Top KPIs Evolution Banking Top KPIs Evolution
Visualize how your Banking Performance is evolving (Month-to-Date, Year-to-Date)
Banking - Evolution over years
Banking - Evolution over years Banking - Evolution over years
Visualize how your top Banking KPIs are correlated and how this correlation evolved across years
Banking Segmentation Analysis
Banking Segmentation Analysis Banking Segmentation Analysis
Visualize the value of the KPI you selected split by the dimension you selected (share analysis)
Pareto Analysis
Pareto Analysis Pareto Analysis
Flexible Pareto Analysis (80 / 20 analysis)
Trends Analysis
Trends Analysis Trends Analysis
Visualize the evolution of the KPI you selected: Trends, Performance & Year over Year
Trends Split Analysis
Trends Split Analysis Trends Split Analysis
Visualize the evolution of the KPI you selected, breakdown by the dimension you selected.

 

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!

 

Banking 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
    Date Date
  • 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

 

3nd 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 :-)