Accelerators | Tableau Exchange


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Financial Services

Project Pipeline Planning

by Moyo

Provide insights on the cost and expected benefits of planned projects

Budget Allocation - Arabic

by Beinex

Accelerator tracks expenses and revenue for a stable financial environment in the organization


by Tableau

Assess and Improve your trading performance

Assets under Management & Profitability

by Tableau

Assess your overall performance: Assets under Management & Profitability

AuM - Assets under Management

by Tableau

Assess your overall performance: Assets under Management & Net New Money

Banking Loans

by Tableau

Assess your performance on loans: client liabilities, interests, amortization, revenue...

Client Assets, Liabilities & Profitability

by Tableau

Assess and improve the profitability of your client's assets & liabilities

Client Assets & Liabilities

by Tableau

Assess your overall performance: Assets under Management & Lending Stock

Risk Register

by Tableau

Assess your current exposure to risks

Financial Statement

by Tableau

Assess the financial health of your organization: Income Statement & Balance Sheet

Bank Income Statement

by Tableau

Appraise your financial results (income & expense): Income Statement, Waterfall,...

Call Center

by Tableau

Assess & Improve the performance of your Call Center: Incoming Calls, FCR, CSAT...

Budget Controlling

by Tableau

Assess & Control your budget consumption

Climate Change Portfolio Risk

by USEReady

Make better decisions for your investments portfolio based on climate change projections

Client-facing Wealth Management Analytics

by Lovelytics

Enable clients to monitor key portfolio metrics

Financial Advisor Outreach Performance

by USEReady

Customer Outreach performance metrics for Fund Advisors

Insurance Underwriter Scorecard

by CoEnterprise

Evaluate underwriter efficiency, improve cycle time, and reduce costs.

운용자산 + 주식대차거래 + 수익 대시보드 - 한국어

by Tableau

해당 엑셀러레이터를 통해 운용자산, 대차거래(대주), 수익을 전반적으로 파악하고 추세를 확인 할 수 있습니다.

운용자산 + 주식대차거래 대시보드 - 한국어

by Tableau

해당 엑셀러레이터를 통해 운용자산, 주식대차거래(대주액), 신규자금, 신규대출지급액의 규모를 이해하고 현황을 모니터링 할 수 있습니다.

운용자산 + 수익 대시보드 - 한국어

by Tableau

운용자산 + 수익 대시보드를 통해 운용자산 규모와 수익성에 대해 확인 할 수 있습니다.

운용자산 대시보드 - 한국어

by Tableau

운용자산 대시보드를 통해 운용자산 규모와 신규 자금의 입/출 현황을 모니터링 할 수 있습니다.

Broker Portfolio Analytics

by The Information Lab

Explore and contrast how brokers have contributed to KPIs

Investment Portfolio Performance

by Lovelytics

Insights into the financial performance of the companies in your investment portfolio

Insurance Underwriter Performance

by The Information Lab

Comparison and benchmarking of underwriters across a series of customizable key metrics

Portfolio Performance for Wealth Managers

by The Information Lab

Insights into Portfolio and Client performance for Managers and Advisors.