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
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
- Trade Volume: Total trade amount (expressed in currency)
- Number of Trades: Number of trade transactions
- Total Revenue: Total revenue amount generated by trade transactions (expressed in currency)
- Avg Commission Rate: Average commission rate (expressed in %)
- 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)
- 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