Client Demographics is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Client Demographics

The Client Demographics Card allows you to see how Revenue in your firm is broken down in various categories based on the View By setting. Only clients with managed financial assets and Revenue will appear on the chart.

View By

Use the View By drop-down to set the y-axis breakdown of the chart.

• Account by Size: View revenue broken down by AUM ranges. Clients must have Managed Accounts on their Record to appear.
• Clients by Age: View revenue broken down by age of Person 1 on the client Record. Person 1 must have a Birthday entered for the Record to appear.
• Clients by Service Level: View revenue broken down by assigned Service Level. Records without a Service Level will not appear.
• Clients by Duration with the firm: View revenue broken down by how long the Record has been a client. Record must have Date Became Client entered.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose open Opportunities you are viewing.

• Remove advisors by clicking remove by the user name.
• Remove all currently selected advisors by clicking in the bottom right.
• Add advisors by clicking and selecting the users to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.

Hover

Hover over any segment of the bar graph for additional details on the items in that segment.

Drill Down

Click any bar of the graph to open a pop-up Grid filtered to the selected Records with totals for all four View By criteria.

• Use the Search box to search by Record Name.
• Click to export the Grid to CSV. You may select additional columns of data to include before downloading the CSV.
• Click any row to be taken directly to that Record.