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Detailed presentation of the AUM dashboard

Your AUM dashboard will contain 16 KPIs

and 8 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 KPIs Breakdown

AuM Top KPIs Breakdown
AuM Top KPIs BreakdownAuM Top KPIs Breakdown
Get a transverse view on your top 6 AuM KPIs, split by the dimension of your choice

AuM Performance Cockpit

AuM Performance Cockpit
AuM Performance CockpitAuM Performance Cockpit
Visualize the performance on your top 4 AuM KPIs, how this performance evolves over time and who contributes to this performance

Behavioral Analytics

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

Trends Analytics

AuM Trends Analysis

AuM Trends Analysis
AuM Trends AnalysisAuM Trends Analysis
Visualize the evolution of any of your AuM KPIs: Trends, Performance & Year over Year

Distribution Analytics

AuM Segmentation Analysis

AuM Segmentation Analysis
AuM Segmentation AnalysisAuM Segmentation Analysis
Visualize the value of any of your AuM KPIs, split by the dimension you selected (market share analysis)

AuM Pareto Analysis

AuM Pareto Analysis
AuM Pareto AnalysisAuM Pareto Analysis
Perform a Pareto Analysis on any of your AuM KPIs: the 80/20 rule.

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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