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Detailed presentation of the WEALTH MANAGEMENT dashboard

Your WEALTH MANAGEMENT dashboard will contain 29 KPIs

and 11 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...

Wealth Management Top KPIs Overview

Wealth Management Top KPIs Overview
Wealth Management Top KPIs OverviewWealth Management Top KPIs Overview
Get a transverse view on your top 6 Wealth Management KPIs, split by the dimension of your choice

Wealth Management Top KPIs Evolution

Wealth Management Top KPIs Evolution
Wealth Management Top KPIs EvolutionWealth Management Top KPIs Evolution
Visualize how your Wealth Management KPIs are evolving (Month-to-Date, Year-to-Date)

Wealth Management Performance Cockpit

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

Behavioral Analytics

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

Wealth Management Dimension Performance

Wealth Management Dimension Performance
Wealth Management Dimension PerformanceWealth Management Dimension Performance
Instant overview of your Wealth Management top 4 KPIs split by the dimension you selected.

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

Trends Analytics

Wealth Management Trends Analysis

Wealth Management Trends Analysis
Wealth Management Trends AnalysisWealth Management Trends Analysis
Visualize the evolution of any of your Wealth Management KPIs: Trends, Performance & Year over Year

Distribution Analytics

Wealth Management Segmentation Analysis

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

Wealth Management Pareto Analysis

Wealth Management Pareto Analysis
Wealth Management Pareto AnalysisWealth Management Pareto Analysis
Perform a Pareto Analysis on any of your Wealth Management KPIs: the 80/20 rule.

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
    Report Date Report Date (Date used for time-series analysis)
  • date
    Inception Date Inception Date
  • string
    Country Of Residence Country of Residence
  • string
    Client Name of the Client
  • string
    Manager Name of the Manager
  • string
    Custodian Name of the Custodian
  • string
    Investment Model Conservative, Growth, Moderate...
  • string
    Manager Office Manager City Office
  • 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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