Dashboard Card: Upcoming Client Reviews

Dashboard Card: Upcoming Client Reviews

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

Upcoming Client Reviews

Upcoming Client Reviews shows a list of all Client Records that have a Service Level added from the Service Monitor coming due in the selected time period.

Client is defined as a Record with a classification of Client, an Advisor 1 set, and no termination date.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose contact numbers 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.

Set Date Range

Click the date range in the upper right corner to choose how much historical data to display in the tile. Choose a pre-defined range or set a custom range.

Drill Down

Click any row to be taken directly to the selected Record.


    • Related Articles

    • Dashboard Card: Client Life Events

      Client Life Events is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Life Events The Client Life Events Card shows upcoming Birthdays, Wedding Anniversaries, or ...

    • Dashboard Card: Upcoming Actions by Employee

      Upcoming Actions by Employee is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Upcoming Actions by Employee The Upcoming Actions by Employee displays how many Actions ...

    • Dashboard Card: Client Demographics

      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 ...

    • Dashboard Card: Client Retention Rate

      Client Retention Rate is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Retention Rate The Client Retention Rate Card displays a client retention percent over a ...

    • Dashboard Card: Client Contact Trends

      Client Contact Trends is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Contact Trends The Client Contact Trends card charts the amount of contact points with ...