Investment Portfolio Performance
Review fund performance and company metrics in Tableau dashboards.
Lovelytics, LLCFree
TRADING | Tableau Accelerator for Financial Services
by Salesforce LabsSalesforceFree
Provides pre-built Tableau analytics for financial-services reporting and analysis.
PRICINGFree
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACENot published
What it does
Provides pre-built analytical apps for financial-services use cases in Tableau. The vendor describes access to peer practices, consistent metrics, and standardized data analysis and reporting. It also includes interactive presentations.
Key capabilities
from the Salesforce AppExchange listingPre-built analytical apps
Provides pre-built solutions for implementing analytical apps in Tableau.
Peer practice access
Provides access to peer practices for industry and business-function requirements.
Metric consistency
Supports consistent metrics and standardized data analysis and reporting.
Interactive presentations
Includes interactive presentations for reporting.
Use cases
- Financial-services teams can use the accelerator to apply peer practices to industry and business-function requirements.
- Organizations can use it to standardize metrics and reporting across teams.
How it compares
TRADING | Tableau Accelerator for Financial Services provides pre-built analytical apps and standardized metrics for financial-services analysis and reporting. Investment Portfolio Performance focuses on fund managers reviewing fund performance over time and drilling into individual company metrics such as sales and EBITDA. Income Statement | Tableau Accelerator focuses on relationships among sales, discounts, cost of goods, and taxes for finance and operations leaders.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | Not published |
| Investment Portfolio Performance | Free | Cloud | Not published |
| Income Statement | Tableau Accelerator | Free | Cloud | Not published |
In the catalog
16 plugins in Tableau · Finance
Price distribution: 16 free
Pricing & deployment
Platform
Salesforce
Product
Tableau
Deployment
Cloud
Pricing
Free
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What the vendor says
«Explore the Resources & Documentation below for detailed information and practical usage of this Tableau Accelerator. 🚀 Rapid & Cost-effective Deployment: Pre-built solutions that significantly reduce the time and effort required to implement analytical apps 🎯 Business Relevance & Outcome Driven: Instant access to …»