AdvisorEngine CRM Support | Dashboard Card Library | Knowledge Base
Dashboard Card Library
Dashboard Card: Advisor YTD Goals
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Dashboard Card: Client Life Stages
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Dashboard Card: Opportunities Won by Quarter
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Dashboard Card: Opportunities Won by Month
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Dashboard Card: Opportunities Won by Advisor
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Dashboard Card: AUM vs Net New Assets
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Dashboard Card: Total Actions Entered
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Dashboard Card: Clients Eligible for Medicare
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Dashboard Card: New Prospects by Owner
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Dashboard Card: New Clients by Advisor
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Dashboard Card: New Clients by Source
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Dashboard Card: AE CRM Adoption Tracker
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Dashboard Card: Policy Status Summary
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Dashboard Card: Policies Placed by Type
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Dashboard Card: Policies by Carrier
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Dashboard Card: # of Clients w/ Workflows Completed
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Dashboard Card: Accounts by Investment Model
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Dashboard Card: Action Items
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Dashboard Card: Actions Completed by Employees
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Dashboard Card: Actions Due Today by Employee
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Dashboard Card: All Opportunities - Channel
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Dashboard Card: AUM by Advisor
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Dashboard Card: AUM by Age Range
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Dashboard Card: Client Contact Trends
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Dashboard Card: Client Demographics
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Dashboard Card: Client Life Events
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Dashboard Card: Client Retention Rate
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Dashboard Card: Clients - Out of Contact
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Dashboard Card: Discretionary and Non-Discretionary Accounts
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Dashboard Card: Firm AUM vs Goal
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Dashboard Card: Managed and Non-Managed Accounts
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Dashboard Card: Net New Assets
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Dashboard Card: Number of Clients by Advisor
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Dashboard Card: Open Opportunities - Funnel
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Dashboard Card: Open Opportunities - Insights
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Dashboard Card: Opportunities Lost - By Reason
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Dashboard Card: Opportunities Won - Projected vs Actual
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Dashboard Card: Past Due Actions by Employee
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Dashboard Card: Revenue by Advisor
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Dashboard Card: Revenue by Age Range
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