Wealth Protection - Unit Trust Performance in a Dashboard Report
Screenshots of the Dashboard
Features in the Excel Dashboard
The Excel Chart dashboard contains a dropdown box that allow you to click and select the
fund you wish to review.
A table that displays the profitability of the fund for the last 2 years. The table
will show a green arrow if the variance make a positive contribution to profit for
this year compared to last year.
The graph on the fund ranking are automatically arranged in descending order and
it will highlight the bar representing the selected fund in red. In case the
bar is too short, the top left hand corner of the graph will display the rank and
the rate of return (profit only) of the fund.
The second graph will display the income and profit trend of the selected fund
for the last 5 years. The y axis will auomatically switched in denomination from
thousands to millions when the values in the graph cross the half a million mark.
Finally, you can easily add more funds for comparison just by filling in the
details in the next empty column all the way to column Z.
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Unit Trust Dashboard Report
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