New Clients by Advisor is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

New Clients by Advisor

The New Clients by Advisor card uses Opportunity information on a Record to show how many clients each Advisor won during the specified date range.

To appear in the chart, a Record must have an Advisor 1 assigned, have a Client classification, no Termination Date, and Date Became Client must fall within the selected date filter.

In addition, the Record must have a Won Opportunity with the completion date set within the selected date filter.

View By

Only 10 Advisors may be viewed at a time in the graph. Select to view the Top 10 Advisors, Bottom 10 Advisors, or Custom Select to manually select which 10 you wish to view.

Select Period

Use the Period drop-down to choose the date range to view. You can select YTD, Past 3 Months, Past 6 Months, Past 12 Months, or define a custom date range.

Hover

Hovering over any bar of the chart will display additional details for the selected Advisor, including the Total Assets and AUM for all Opportunities that meet the selected criteria.

Drill Down

Click any bar of the chart to view a grid of the Records that meet the selected criteria.

• Use the Search box to search for a particular Record.
• Click to export the Grid to CSV. You may select additional columns of data to include before downloading the CSV.
• Click any row to be taken directly to the selected Record.