Investment Dashboard is a valuable tool primarily used by large financial and government organizations for portfolio tracking and monitoring, risk assessment, performance analysis and reporting. Enabling organisations with better visibility and insights to take decisions on asset allocation, risk aversion, and stakeholder communication.


We at Quantum Digital have delivered various such dashboards for our clients in the Middle Eastern region, providing them with a clearer view of their investments and supporting intelligent decision-making. 


In this blog we will explore the high-level features and capabilities of an investment dashboard built on Tableau, taking you through the key performance indicators for this industry.


The Tableau Investment Dashboard offers an intuitive and user-friendly interface that allows you to view and interact with your investment data in real time. One can easily drill down into the details of the company’s portfolio, view historical trends, and monitor the performance of individual investments or asset classes. The dashboard also provides powerful visualization tools, including charts, graphs, and maps, that help you quickly identify patterns and trends in your investment data.


The Dashboard above provides a quick summary of the investment health of the organization, helping the viewer to identify potential opportunities or risks that may require further investigation. The following features are covered:

  1. Investment is diversified in various portfolios. Visualization of portfolios is critical from a business growth point of view. Tableau can be utilized to visually highlight key performance indicators (KPIs) and provide a clear overview of the portfolios' status.
  2. Analysis of Investment portfolio diversification using Heat Maps, Line Area charts and geographic distribution. 
  3. Customizable filters and drill-down options for exploring Investment portfolio data.
  4. Breakdown of portfolio allocation by sections, regions, or other relevant dimensions.
  5. Comparison of portfolio performance against benchmarks and peer portfolios over the years.





Filters in Tableau Investment Dashboard can help in controlling the story by allowing users to selectively focus on specific subsets of data. By applying filters to various visualizations, users can create a more customized and targeted analysis of their investments. These features make the dashboard more interactive and engaging for the end-users. Filters and theme customization allow users to explore the data and draw insights based on their unique perspectives.



The dashboard above features various visual elements available in Tableau for investment by value, region, economic activity, company size and % of gross fixed formation. Filters can be used to optimize data story year and economic activity. Currency conversion is available based on the viewer’s preferences. These features enable users to focus on specific subsets of data, identify trends and patterns, and make the analysis more interactive and engaging.






Line charts as demonstrated in the image above are an effective way to visualize time-series data. They can be used to track investment performance over time, compare investments, analyze performance against benchmarks, and display trends and patterns.


Using animations to showcase data over a period is another useful feature of Tableau Dashboards. This can be used to highlight trends over time, view the performance of various categories in a single window, and identify patterns that may not be apparent when viewing static charts. Animations can also be used to draw attention or emphasize on specific events or data points that are important. In all animations enhance the storytelling experience and provide context by displaying a sequence of charts or graphs with the progression of the data.


In the image above, the animation is used to provide the freedom to visualize Investment flow from multiple sources and change with respect to the past year or quarter, highlighting key data points across multiple charts. Dashboards can also be toggled to change subcategories and get a different perspective through a click of a button.


Check out the video below to see the live action on Tableau Investment Dashboard:




An investment dashboard is a powerful tool that helps investors and stakeholders to manage and track their portfolios effectively. It provides real-time insights into portfolio data, facilitates risk management, and enables informed decision-making.  Contact us for more information.