dashboard template for tableau on Finance (Bank, Wealth, FO...) Trading Equity Sales cockpit

Required Attributes

To get your Equity Sales dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

  • date
    Date Trade date (Date used for time-series analysis)
  • string
    Trading Desk Trading Desk is where the transaction occured
  • string
    Sales Manager Name of the sales manager
  • string
    Client Name of the Client
  • string
    Sector Area of the economy such as technology, healthcare, energy.
  • string
    Equity Type Type of Equities
  • numeric
    Nb of Transactions Nb of the trade transactions
  • numeric
    Trade Amount Amount of the trade
  • numeric
    Commission Rate Commission Rate
  • numeric
    Trade Revenue Amount of the revenue = Trade amount * Commission

KPIs

Your Equity Sales dashboard will contain 8 KPIs

Dashboard Pages & Data Visualizations

Your Equity Sales dashboard will contain 5 pages

Home

Equity Sales Home

Equity Sales Home
Equity Sales HomeEquity Sales Home
Get a Home Page for your Equity Sales dashboard

Cockpit

Cockpit Equity Sales

Cockpit Equity Sales
Cockpit Equity SalesCockpit Equity Sales
Get instant overview of your Equity Sales : Trade Volume, Revenue and Clients

Breakdown Equity Sales

Breakdown Equity Sales
Breakdown Equity SalesBreakdown Equity Sales
Get instant overview of your Equity Sales : Trade Volume, Total Revenue, Number of Clients, Trade Volume per Client

Behavioral Analytics

Equity Sales Adhoc Analysis

Equity Sales Adhoc Analysis
Equity Sales Adhoc AnalysisEquity Sales Adhoc Analysis
Perform simple ad-hoc analysis on your Equity Sales data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Equity Sales KPI Performance

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

Creating your EQUITY SALES dashboard Step-by-Step

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Equity Sales 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
    Date Trade date (Date used for time-series analysis)
  • string
    Trading Desk Trading Desk is where the transaction occured
  • string
    Sales Manager Name of the sales manager
  • string
    Client Name of the Client
  • string
    Sector Area of the economy such as technology, healthcare, energy.
  • string
    Equity Type Type of Equities
  • numeric
    Nb of Transactions Nb of the trade transactions
  • numeric
    Trade Amount Amount of the trade
  • numeric
    Commission Rate Commission Rate
  • numeric
    Trade Revenue Amount of the revenue = Trade amount * Commission

2nd STEP: Upload your Tableau workbook file

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

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

Your Equity Sales dashboard is now ready to be used or customized!


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