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.


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