Trading

by Tableau

Free

Description

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

Required attributes

  • 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.

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal

Accelerator