Financial Assets Management Dashboards
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Financial Assets Management Dashboards
- 1. Financial Assets Management KPI & Dashboard Your Com pan y Nam e
- 2. 2 Content Portfolio Management Dashboard Portfolio Summary Management Dashboard Portfolio Management Securities Allocation Dashboard Portfolio Management Investment Allocation KPI’ Portfolio Management KPI’s 01 02 03 04 05 Portfolio Management Dashboard Portfolio Summary Management Dashboard Portfolio Management Securities Allocation Dashboard Portfolio Management Investment Allocation KPI’ Portfolio Management KPI’s 06 07 08 09 10
- 3. Portfolio Performance Dashboard 0 20 40 60 80 100 0 K 200 K 400 K 600 K 800 K 1,000 K Mohammad farley Assets Count of Clients Assets: 727,933,93 Assets Management by Manager 0 K 200 K 400 K 600 K 800 K Tucke Bevis Silas Bevia Chann Brody Barre Howar Zacha Damia Top 10 Clients by Assets Number of Clients :1 Average Assets Per Client :$727,934 0 K 20 K 40 K 60 K Lobortis Nisi Nibh PC Rutrum Urna NEC PC Erat Volutpat Nulla Corp. Elit Pharetra Corporation Mauris Magna Duis Ltd Phasellus At LLP Neque Institute Elit Pharetra Ut Incorporated Risus Limited At Lacus Company Top 10 Assets Owned Portfolio Performance 52 Weeks 0% 100% 200% 300% 400% 500% 14/1/2019 15/1/2019 16/1/2019 17/1/2019 18/2/2019 19/2/2019 20/2/2019 21/2/2019 22/3/2019 23/3/2019 24/3/2019 25/3/2019 22/4/2019 23/4/2019 24/4/2019 25/4/2019 Dow Jones Portfolio NASDAQ S&P 500 3
- 4. Project Portfolio Summary Dashboard 1/2 $0.00 $20.00 $40.00 $60.00 $80.00 $100.00 $120.00 $140.00 $160.00 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Actual Cost Plan Baseline Cost Cost Summary On-Boarded Projects Total Completed Projects Completed on Time 5 0 0 Budget Actual Average Cost $1,214,456.47 $414,446.57 $414,446.57 4
- 5. Project Portfolio Summary Dashboard 2/2 Pipeline Projects Planned Work 24,812 hrs Planned Cost $31,450,32412 18 Pipeline Projects 20% 15% 5% 25% 5% 30% Financial IT Legal Operations Programs Sales & Marketing Project by Development Work Forecast 1912 3612 300 800 1300 1800 2300 2800 3300 3800 Baseline Work Work Actual Work Hrs Hrs Hrs Hrs Hrs Hrs Hrs Hrs Hrs Hrs Financial Forecast 1812 3712 $300.00 $800.00 $1,300.00 $1,800.00 $2,300.00 $2,800.00 $3,300.00 $3,800.00 Baseline Work Work Actual Work Q1 2017 Q2 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q1 2019 Apparel ERP Upgrade 3/1-8/30 Audit tracking Solution 1/9-7/19 Catalog Publishing 4/6-1/10 Your Text Here Dd/Mm-dd/Mm Your Text Here DD/MM-DD/MM Your Text Here DD/MM-DD/MM Your Text Here DD/MM-DD/MM Your Text Here DD/MM-DD/MM Your Text Here DD/MM-DD/MM Today 5
- 6. Portfolio Risk and Change Request Dashboard 6 Portfolio Risks 0% 20% 40% 60% 80% 100% Strategic Initatives Human Capital Initiatives Operational Excellence Facilities Upgrade Internal Activities Portfolio Insurance Biz Product Engineering IT Long Haul Catastrophic Major Moderate Minor Insignificant Portfolio Change Requests 0 50 100 150 Strategic Initatives Human Capital Initiatives Operational Excellence Facilities Upgrade Internal Activities Portfolio Insurance Biz Product Engineering IT Long Haul High Priority Medium Priority Low Priority Normal Priority 0 20 40 60 80 Strategic Initatives Human Capital Initiatives Operational Excellence Facilities Upgrade Internal Activities Portfolio Insurance Biz Product Engineering IT Long Haul Open Risks Reviwed Total Risks Your Text Here Your Text Here 0 20 40 60 80 100 Strategic Initatives Human Capital Initiatives Operational Excellence Facilities Upgrade Internal Activities Portfolio Insurance Biz Product Engineering IT Long Haul / Open Changes Requests Total Changes Requests
- 7. Timeline Summary 0 m. 1 m. 2 m. 3 m. 4 m. 5 m. 6 m. Strategic Initiatives Human Capital Intial Human Capital Intial Facilities Upgrade Internal Activities Po Insurance Biz Product Engineering IT Long Haul Allocated Budget2 Used Budget Financial 0 K 200 K 400 K 600 K 800 K 1,000 K Strategic Initiatives Human Capital Intial Human Capital Intial Facilities Upgrade Internal Activities Po… Insurance Biz Product Engineering IT Long Haul Estimated Cost Actual Cost Your Text Here 0 5 10 15 20 Strategic Initiatives Human Capital Intial Human Capital Intial Facilities Upgrade Internal Activities Po Insurance Biz Product Engineering IT Long Haul Milestones Achieved Total Milestones Your Text Here Portfolio Timeline Summary Dashboard 7 Portfolio Name Total Milestones Milestones Achieved Overdue Milestones Upcoming Milestones IT Long Haul 6 2 3 0 Product Engineering 15 5 11 0 Insurance Biz 2 0 2 0 Internal Activities Portfolio 2 0 2 0 Facilities Upgrade 5 1 2 2 Operational Excellence 5 2 2 1 Human Capital Initiatives 4 1 2 1 Strategic Initiatives 7 1 2 4
- 8. Portfolio Dashboard : Cost and Benefit Portfolio Cost And Benefit Analysis Portfolio Overall Health Risk Target Cost Distributed Cost Target to Distributed Cost Variance Planned Cost Distributed to Planned Cost Variance Target Benefits Distributed Benefits Target to Distributed Benefits Variance Planned Benefits Distributed to Planned Benefits Variance Application Management 2,400,000 2,360,000 (80,000) 1,500,000 337,440 2,360,000 1,500,000 1,50,000 737,440 90,000 Business Services 3,500,000 3,170,000 340,000 3,600,000 536,571 3,170,000 3,600,000 400,000 836,571 409,237 Portfolio 3 2,500,000 4,520,000 (520,000) 4,000,000 36,300 4,520,000 4,000,000 0 36,310 165,000 Portfolio 4 740,000 740,000 0 1,750,000 20,527 740,000 1,750,000 50,000 20,557 121,738 Portfolio 5 2,10,000 849,795 150,205 1,500,000 114,995 849,795 1,500,000 300,000 117,965 150,000 Portfolio 6 6, 00,000 6,500,000 0 1,900,000 321,760 6,500,000 1,900,000 0 341,760 742,199 0 m. 1 m. 2 m. 3 m. Application Management Business Services Business Technologies Infrastructure Regulartory and Compliance Request Management Distributed Cost Planned Cost Target Cost Portfolio Cost Stoplights • Green (68 through 1000). The portfolio overall health is green. • Yellow (34 through 67). The portfolio overall health is yellow. • Red (0 through 33). The portfolio overall health is red. Stoplights • Green (Low). The portfolio is low risk. • Yellow (Medium). The portfolio is medium risk. • Red (High). The portfolio is high risk ! X ! x 1 ! ! ! 8
- 9. Portfolio Management Dashboard 9 Transactions 2019-3-15 In payment Transfer + 500,000$ 2018-3-14 Sell Shares + 500,000$ 2017-3-22 Purchase Bonds + 500,000$ 2016-3-05 sell Bonds + 500,000$ 2015-3-20 Outpayment Transfer + 500,000$ 2014-3-07 Purchase Shares + 500,000$ Holdings QNA + 3,05% C + 2,75% Dual + 1,70% BWT + 3,50% VNK + 1,07% TARH + 0,80% 0 5 10 15 20 25 30 35 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Net Worth 125.5 MC 50% 35% 15% Equity Food Income Alttemetives Allocations 25% 20% 18% 15% 12% 10% Technology Energy Healthcare Financials Meterial Industerial Sectors 60% 25% 15% Emea America Acap Regions Net Flows -€3 -€1 €1 €3 €5 €7 €9 €11 €13 €15 Allocations Equity Fixed Income 2015 2016 2017 2018 2019
- 10. Portfolio Summary Management Dashboard 10 27.26 M Allocated Budget Across Portfolios 11.35 M Used Budget Across Portfolios 45% Used Budget Percentage 12.15 M Estimated Cost Across Portfolio &.80 M Actual Cost Across Portfolio Portfolio Budget Facilities Update Human Capital Initiatives IT Long Haul Internal Activities Portfolio Product Engineering Strategic Initiatives Insurance Biz 8% 10% 35% 15% 25% 30% 12% Portfolio Summary Portfolio Name Portfolio Owner Health Budget Used Budget # Projects Facilities Upgrade Thomann Beddov 1.51M 970.00K 1 Human Capital Initiatives Thomann Beddov 1.53M 980.00K 4 Internal Activities Portfolio Thomann Beddov 4.67M 2.20K 5 IT Long Haul Thomann Beddov 2.50M 565.45K 3 Operation Excellence Thomann Beddov 3.67M 1.05K 6 Product Engineering Thomann Beddov 4.20M 1.90K 12 Strategic Initiatives Thomann Beddov 1.50M 1.85K 2
- 11. Portfolio Management Securities Allocation Dashboard 11 TOTAL CURRENT ALLOCATION $12,300,20(70.0%) ETFs % Stocks $12,300,20(70. 0%) Fixed Income $4,252.85(25.01%) US Large Company Stocks- Fundamental $2,500.50 US Corporate High Yield Bonds $1,793.75 US Large Company Stocks $2,430.00 International Emerging Market Bonds $1,530,65 ProfileCriteria 4Criteria 3Criteria 2Portfolio Stocks Commodities Cash Fixed Income My Portfolio $17,500.00
- 12. Portfolio Management KPI’S 12 Allocated Budget Across Portfolios 29.50M Used Budget Across Portfolios 13.25 M Used Budget Percentage 50%
- 13. Portfolio Management Investment Allocation KPI’S 13 546000 -3,8% VS Previous Month Portfolio Summary Net Allocations 45735 -2,7% VS Previous Month Current Allocations 2,5% 1.7% VS Previous Month Holdings 3,1% 25,7% VS Previous Month Used Budget% 34 10.0% VS Previous Month % Returns 68% 8.00% VS Previous Month Add Criteria Here 54 0.1% VS Previous Month Add Criteria Here 47 0.5% VS Previous Month My Portfolio
- 14. Financial Assets Management Icons Slide 14
- 15. 15 Coffee Break Let’s have a break, we'll come back after 15 minutes
- 17. Clustered Column-Line 17 Product 01 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 03 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2016 2017 2018 2019 InPercentage
- 18. Clustered Bar 18 $0 $20 $40 $60 $80 $100 2017 2018 2019 In Dollars Product 01 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 03 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 19. 19 Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Mission
- 20. 20 Name Here Designation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Meet Our Team
- 21. 21 About Us Target Audiences This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Premium Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Value Clients This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 22. Comparison 22 Twitter Data and Facebook Data Use By Online Shopping This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 85% Twitter Data This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 65% Facebook Data
- 23. 23 $30 Minimum This slide is 100% editable. Adapt it to your needs and capture your audience's attention. $50 Medium This slide is 100% editable. Adapt it to your needs and capture your audience's attention. $80 Maximum This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Financial
- 24. Venn 24 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 25. 25 Thank You # street number, city, state Address Contact Numbers 0123456789 Email Address emailaddress@123gmail.com