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ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service
Assess your overall performance: Assets under Management & Profitability
- Industries
- Financial Services
- Business Need
- AnalyticsDashboards & ReportsData Visualization
- Requires
- Tableau
Assess your overall performance. Identify most impactful Business Lines. Review your Client Portfolio and identify outliers. Determine the dynamics of (in/out)flows across mandates and pinpoint what are the drivers. Deep-dive at Client level of detail
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Tableau
App Details
- Version
- ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator for Financial Services
- Listed On
- 08/25/2023
- Languages
- English
Security
This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Additional Details
📌 Explore the Resources & Documentation below for detailed information and practical usage of this Tableau Accelerator.
Need help?
Salesforce Labs
San Francisco, CA, USA
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