dashboard template for tableau on Finance (Bank, Wealth, FO...) Wealth Wealth Management cockpit

Detailed presentation of the WEALTH MANAGEMENT dashboard

Your WEALTH MANAGEMENT dashboard will contain 28 KPIs

and 8 dashboard pages

Home

Wealth Management Home

Wealth Management Home
Wealth Management HomeWealth Management Home
Get a Home Page for your Wealth Management dashboard

Cockpit

Wealth Management Cockpit

Wealth Management Cockpit
Wealth Management CockpitWealth Management Cockpit
Get instant overview of your wealth management KPIs: AuM, Revenue, Expense, P&L...

Portfolio Management

Breakdown: AuM

Breakdown: AuM
Breakdown: AuMBreakdown: AuM
Get instant overview of your banking KPIs: AuM, Net New Money, Market Effect

Client Base

Client Base
Client BaseClient Base
Better understand the composition of your client base

Client Portfolio: AuM

Client Portfolio: AuM
Client Portfolio: AuMClient Portfolio: AuM
Get a detailed status of your client portfolio: AuM, Net New Money, Market Effect

Behavioral Analytics

Wealth Management Adhoc Analysis

Wealth Management Adhoc Analysis
Wealth Management Adhoc AnalysisWealth Management Adhoc Analysis
Perform simple ad-hoc analysis on your Wealth Management data set: analyze any of your KPIs across any dimension

Wealth Management KPI Performance

Wealth Management KPI Performance
Wealth Management KPI PerformanceWealth Management KPI Performance
Visualize the overall performance of any of your Wealth Management KPIs: what is the performance, how does this performance evolve, who contributes to this performance

GeoAnalytics

Wealth Management Country Analysis

Wealth Management Country Analysis
Wealth Management Country AnalysisWealth Management Country Analysis
Visualize the performance of any of your Wealth Management KPIs, at Country level

Creating your WEALTH MANAGEMENT dashboard Step-by-Step

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Wealth Management 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 Date (Date used for time-series analysis)
  • string
    Manager Office Manager City Office
  • string
    Manager Name of the Manager
  • string
    Client Name of the Client
  • string
    Country Of Residence Country of Residence
  • string
    Investment Model Conservative, Growth, Moderate...
  • string
    Custodian Name of the Custodian
  • string
    Currency Investment currency
  • numeric
    Market Value Asset Under Management
  • numeric
    Accrued Interest Accrued Interest
  • numeric
    Management Fees Management Fees Amount
  • numeric
    Flows Flows
  • numeric
    FX Gain FX Gain
  • numeric
    Price Gain Price Gain
  • numeric
    Fees Fees
  • numeric
    Fixed Fees Fixed Fees
  • numeric
    Variable Fees Variable Fees
  • numeric
    Introducer Commissions Introducer Commissions
  • numeric
    Manager Commissions Manager Commissions
  • numeric
    TWR Time-Weighted Return

2nd STEP: Upload your Tableau workbook file

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

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

Your Wealth Management dashboard is now ready to be used or customized!


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