This Tableau Accelerator allows you to:

* **Assess your overall performance**
 * **Ability to grow AuM by driving Net New Money**
 * **Ability to grow Revenues and Return on Asset**
* **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 are the drivers**
* **Deep-dive at Client level of detail**

[Demo video](https://youtu.be/Pz51g5X9_Mc)

### Answer key business questions

* What is the volume of AuM managed?
* How is the AuM distributed by client type?
* What type of client is contributing most to the growth of AuM?
* How have the AuM, NNM, and income evolved in recent months?
* Who are our top clients?
* Which clients contributed significantly to the (in and out) flows?
* How much revenue did we generate, and how did we perform compared to the same period last year?

### 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 New Money: Net amount of assets entering or leaving a financial institution (expressed in currency)

#### *Revenues*

* Total Income: Volume of revenues generated by the financial institution through its relationships with its clients (expressed in currency)
* RoA %: Return on Asset: Profitability ratio that measures how well a financial institution is generating profits from its Total Assets under Management (expressed in %)

#### *Clients*

* Nb of Clients: Number of active clients over the period
* Lost Clients: Number of clients lost (last client position during the analyzed period)
* New Clients: Number of new clients acquired (first client position during the analyzed 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
* **Income** (numeric): Income, Revenue

Assets under Management & Profitability

Assess your overall performance: Assets under Management & Profitability