This Tableau Accelerator allows you to:

* **Assess your overall performance**
* **Appraise your ability to grow AuM by driving Net New Money**
* **Identify most impactful Business Lines**
* **Review your Client Portfolio and identify outliers**
* **Understand the composition of your Client base**
* **Determine the dynamics of (in/out)flows across mandates and pinpoint what the drivers are**
* **Deep-dive at Client level of detail**

[Demo video](https://youtu.be/3kE8nUa5EIA)

### Answer key business questions

* What is our volume of AuM?
* What contributed positively/negatively in the growth/decrease of AuM?
* What are the results split by business line?
* How did NNM and market effects evolve during the last months?

### Monitor and improve KPIs

#### *Assets under Management*

* Total AuM (Assets under Management): Total market value of the investments that a financial institution manages on behalf of clients (expressed in currency)
* Total Market Effect: Change in the valuation of Assets under Management due to changes in market prices (stock valuation change for instance)

#### *Flows*

* Total Inflows: Volume of assets entering a financial institution (expressed in currency)
* Total Outflows: Volume of assets leaving a financial institution (expressed in currency)
* NNM (Net New Money): Net amount of assets entering or leaving a financial institution (expressed in currency)

#### *Clients*

* Nb of Clients: Number of active clients over the period
* Lost Clients: Number of clients lost (last client position during the analysed period)
* New Clients: Number of new clients acquired (first client position during the analysed period)
* AuM per Client: Average volume of Asset under Management per Client (expressed in currency)

### Required attributes

* **Month** (date): Date
* **Business Line** (string): Business Line, Team...
* **Relationship Manager** (string): RM, Account Manager, Banker...
* **Client** (string): Client, Portfolio holder...
* **Mandate** (string): DPM, Advisory, Execution Only...
* **Inflows** (numeric): Incoming money
* **Outflows** (numeric): Outgoing money (negative values expected)
* **Market Effect** (numeric): Market Effect
* **AuM** (numeric): Assets under Management

AuM - Assets under Management

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