Dashboards and Reporting
Transferring Dashboard Ownership
In the event that you need to designate a new Owner of a dashboard, ownership can be transferred through the All Dashboards screen. This must be done by the current Dashboard owner or an Administrative User. Navigate to Dashboards > All Dashboards ...
Sharing Dashboards
Sharing a Dashboard allows one user to create a Dashboard layout that can be viewed by other selected users in AE CRM. You must have at least one dashboard created or shared to you in order to share to others. If a shared dashboard is owned by ...
Dashboards Card Library
The following lists all visualization Cards available in for use in AE CRM Dashboards along with all relevant details to their use. See Creating and Customizing Dashboards for details on how to add a Card to your Dashboard. Available Card Library. ...
Creating and Customizing Dashboards
The first time you load the Dashboards page, you are prompted to create a Dashboard for your own use. You can either create your own layout from the available cards, or you can choose a curated template developed by AdvisorEngine and tweak it to your ...
Dashboards Overview
AdvisorEngine CRM contains a robust, customizable dashboard experience. Through the dashboard visualization cards available you can see where your firm has been, what you need to see for your day ahead, and data that will help plan your long-range ...
Reporting on Revenue
AdvisorEngine CRM includes a reporting option that allows you to see revenue generated for your firm by particular Records. In order to report on the data, you must first be Tracking Revenue for your Records. The Revenue Report allows you to use the ...
Entering and Reporting on Client Referrals
AdvisorEngine CRM has a referral tracking system that allows you to log which Person in your database referred another Record’s business to your firm. When diligently entered, this allows you to see who has been most useful in providing your firm ...
Setting Client Meeting Frequency
In order to track a client’s meeting frequency using the Meeting Monitor report, you must first set a Meeting Frequency in the client’s Record. Follow the steps below to set the frequency and allow the client to appear in the Meeting Monitor report. ...
Meeting Monitor Report
The Meeting Monitor Report provides an automated way to keep track of how often you want to meet with clients, when you last met, and when the next meeting will be due. Note that “client” here is used in the generic sense. The Meeting Monitor will ...
Formatting Your Logo for Reports
When adding your logo to customize the appearance of AdvisorEngine CRM reports, the logo image must be formatted correctly to appear properly on your printed reports. The following guidelines will help you format your logo correctly. The Aspect Ratio ...
Customizing the Appearance of Reports
The Report Customization panel allows you to change various static features of printed AdvisorEngine CRM reports, such as the location and image for your Firm Logo, the font settings, page numbers, and your Firm Title. Customizing Report Appearance ...
Report Assistant
The Report Assistant allows you to run PDF or Excel Reports for the firm from one of the five major categories of AdvisorEngine CRM data: Actions, Assets, Insurance, Opportunities, or Records. Reports are built on Advanced Searches. Advanced Searches ...
Primary Contact Info Report
AdvisorEngine CRM is designed to allow each Record, Person 1, or Person 2 to have their own entries of each kind of contact info (phone, email, or address). For each kind of Contact Info that a point of contact (Record, Person 1, or Person 2) has, ...
Pre-built Reports Overview
AdvisorEngine CRM contains a number of pre-built reports that can be run to view relevant data. The content of many of these reports can be customized by the Records selected or the parameters specified in the report itself. Access these reports from ...