AdvisorEngine CRM Support | Dashboard Card Library | Knowledge Base
Dashboard Card Library
Dashboard Card: Revenue by Type
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Dashboard Card: Top Clients by AUM with Overdue Actions
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Dashboard Card: Top Holdings
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Dashboard Card: Total Actions Completed w/ Avg Completion Time
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Dashboard Card: Total Client Count - Households
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Dashboard Card: Upcoming Actions by Employee
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Dashboard Card: Upcoming Client Reviews
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Dashboard Card: Won/Lost Clients
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Dashboard Card: Workflow Productivity Monitor
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Dashboard Card: Year-to-Date (YTD) Revenue
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