Trading

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.