Dashboard Card: Firm AUM vs Goal

Dashboard Card: Firm AUM vs Goal

Firm AUM vs Goal is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Firm AUM vs Goal

The Firm AUM vs goal card shows the current Firm AUM vs the goal set on the card. The defined goal is set per user. The total AUM is shown (sum of all assets in the CRM marked as Managed on a Client classified Record with one of the selected Advisors set as Advisor 1, and no termination date), along with the percent of goal this equals. In addition, a spedometer type graph shows how close to the goal the firm is.

Set Goal

Click Set Goal to define the comparative goal. If a goal has already been set, click the spedometer to edit the current goal.


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