# of Clients w/ Workflows Completed is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

This card is integrated with the AE Wealth Platform. It requires an AE Wealth Platform subscription and the Wealth Platform/CRM Integration to be enabled.

# of Clients w/ Workflows Completed

The # of Clients w/ Workflows Completed charts how many clients of the selected advisors have had designated workflows completed for them across the time range selected. This is paired with the total AUM for these clients, pulled from the AE Wealth Platform. An average for the term is also displayed.

A client is defined as a Record with a Classification of Client, have an Advisor 1 assigned, and have no Termination Date.

Filter by Workflow, Service Level, or Advisor

Click the Workflow (Action Categories), Service Level, or Advisors drop-down in the upper right to filter the data you are viewing.

Note that unlike other Dashboard cards, Advisors on this card is pulling a list from the AE Wealth Platform of Rep Codes that your user is entitled to view.

• Remove filters by clicking remove by the item name.
• Remove all currently selected filters in a category by clicking in the bottom right.
• Add filters by clicking and selecting the items 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

Hover on any line graph point for exact details of that reference point.

Click any bar or graph point to open a pop-up Grid filtered to the selected Clients and the relevant Workflows.

• Use the Search box to search by Record Name, Advisor, or Workflow.
• Click to export the Grid to CSV. You may select additional columns of data to include before downloading the CSV.