Dashboard Card Library
Dashboard Card: Top Clients by AUM with Overdue Actions
Top Clients by AUM with Overdue Actions is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Top Clients by AUM with Overdue Actions The Top Clients by AUM with Overdue ...
Dashboard Card: Top Holdings
Top Holdings is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Top Holdings Top Holdings shows a treemap chart of the most-held positions across all managed assets for ...
Dashboard Card: Total Actions Completed w/ Avg Completion Time
Total Actions Completed w/ Avg Completion Time is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Total Actions Completed w/ Avg Completion Time The Total Actions ...
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 ...
Dashboard Card: Upcoming Actions by Employee
Upcoming Actions by Employee is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Upcoming Actions by Employee The Upcoming Actions by Employee displays how many Actions ...
Dashboard Card: Upcoming Client Reviews
Upcoming Client Reviews is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Upcoming Client Reviews Upcoming Client Reviews shows a list of all Client Records that have ...
Dashboard Card: Won/Lost Clients
Won/Lost Clients is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Won/Lost Clients The Won/Lost Clients Card displays a line graph of clients added or removed from ...
Dashboard Card: Workflow Productivity Monitor
Workflow Productivity Monitor is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Workflow Productivity Monitor The Workflow Productivity Monitor card allows you to view ...
Dashboard Card: Year-to-Date (YTD) Revenue
Year-to-Date (YTD) Revenue is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Year-to-Date (YTD) Revenue The Year-to-Date Revenue reports the total Client Revenue this ...