/uploads/galerie/000045/banking cockpit.PNG /uploads/galerie/000045/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

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

and 7 dashboard pages

Home

Front-Office Home

Front-Office Home
Front-Office HomeFront-Office Home
Get a Home Page for your Front-Office dashboard

Cockpit

Banking Cockpit

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

Front-Office Top KPIs Evolution

Front-Office Top KPIs Evolution
Front-Office Top KPIs EvolutionFront-Office Top KPIs Evolution
Visualize how your Front-Office KPIs are evolving (Month-to-Date, Year-to-Date)

Front-Office Top KPIs Overview

Front-Office Top KPIs Overview
Front-Office Top KPIs OverviewFront-Office Top KPIs Overview
Get a transversal view on your top 6 Front-Office KPIs, split by the dimension of your choice

Trends Analysis

Front-Office Trends Analysis

Front-Office Trends Analysis
Front-Office Trends AnalysisFront-Office Trends Analysis
Visualize the evolution of any of your Front-Office KPIs: Trends, Performance & Year over Year

Distribution Analysis

Front-Office Segmentation Analysis

Front-Office Segmentation Analysis
Front-Office Segmentation AnalysisFront-Office Segmentation Analysis
Visualize the value of any of your Front-Office KPIs, split by the dimension you selected (market share analysis)

Front-Office Pareto Analysis

Front-Office Pareto Analysis
Front-Office Pareto AnalysisFront-Office Pareto Analysis
Perform a Pareto Analysis on any of your Front-Office KPIs: the 80/20 rule.

Creating your FRONT-OFFICE dashboard Step-by-Step

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Front-Office 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
  • 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...

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Front-Office' 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 Front-Office dashboard is already downloading :-)

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

Your Front-Office dashboard is now ready to be used or customized!


Just give it a try here :-)

Other #DataViz Packs