The Tableau Accelerator for Trading gives you a jumpstart to getting data-driven insights into your equity sales. Financial traders can use this Accelerator to get a better understanding of the volumes of trading and clients they manage, and their revenue.
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 Revenue
- Number of Trades
- Number of Clients
- Nb of New Clients
- Avg Commission Rate
- Trade Volume per client
- Revenue per client
- Date (date)
- Trader (string)
- Client (string)
- Sector (string)
- Trade Type (string)
- Nb of Transactions (numeric)
- Trade Amount (numeric)
- Commission Rate (numeric)
- Trade Revenue (numeric)
Partners of Choice
Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.
- InterWorks - Tableau expertise from 8X Partner of the Year
- IBM - Global Salesforce and Business Expertise
- USEReady - Global team of modernization and analytics experts focused on Financial Services
- Atrium - Regional Partner helps you make better decisions with CRM, AI, and Analytics
- CoEnterprise - Deep Customer and Vendor insights with Tableau
- Lovelytics - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.