This Tableau Accelerator allows you to:

* **Assess and Improve your performance**
* **Breakdown your performance to pinpoint drivers**
* **Identify most impactful traders**
* **Compare trading volume and trend by Trade Types or Markets**
* **Simulate volume of potential new revenues by applying new commission policies**

[Demo video](https://youtu.be/SNLkUHOEpKU)

### Answer key business questions

* Is our trade volume increasing or decreasing?
* What is the trend of trade volume over the last months?
* What are the top trade types by trading volume?
* Are we generating more revenue?
* How is the average commission rate evolving?
* Who are our top clients in terms of revenue, and what commission rate did we apply to them?
* Are we acquiring new clients?

### Monitor and improve KPIs

#### *Trading Volume*

* Trade Volume: Total trade amount (expressed in currency)
* Number of Trades: Number of trade transactions

#### *Revenues*

* Total Revenue: Total revenue amount generated by trade transactions (expressed in currency)
* Avg Commission Rate: Average commission rate (expressed in %)

#### *Clients*

* Number of Clients: Number of active clients (having trade transactions)
* Nb of New Clients: Number of new clients acquired (first client position during the analysed period)
* Trade Volume per client: Average trade volume per client (expressed in currency)
* Revenue per client: Average revenue amount generated per client (expressed in currency)

### Required attributes

* **Date** (date): Trade date
* **Trader** (string): Name of the Trader
* **Client** (string): Name of the Client
* **Sector** (string): Area of the economy such as technology, healthcare, energy
* **Trade Type** (string): Type of Trades
* **Nb of Transactions** (numeric): Nb of the trade transactions
* **Trade Amount** (numeric): Amount of the trade
* **Commission Rate** (numeric): Commission Rate
* **Trade Revenue** (numeric): Amount of the revenue = Trade amount \* Commission

Trading

Assess and Improve your trading performance