Dashboard Card: Total Client Count - Households

Dashboard Card: Total Client Count - Households

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

Total Client Count - Households

The Total Client Count - Households reports Client Households you have currently along with the difference over the same time last year.

To be counted as a client household, a Record must have a Classification of Client, and Advisor 1 assigned, and have no Termination Date.

Set Advisors

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

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