Dashboard Card Library
Dashboard Card: Total Actions Entered
Total Actions Entered is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Total Actions Entered The Total Actions entered displays a line graph of how many Actions were ...
Dashboard Card: Advisor YTD Goals
Advisor YTD Goals is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Advisor YTD Goals The Advisor YTD goals card shows the current new assets vs the goal set on the ...
Dashboard Card: # of Clients w/ Workflows Completed
# of Clients w/ Workflows Completed is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. This card is integrated with the AE Wealth Platform. It requires an AE Wealth ...
Dashboard Card: Accounts by Investment Model
Accounts by Investment Model is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Accounts by Investment Model Accounts by Investment Model shows a treemap chart of the ...
Dashboard Card: Action Items
Action Items is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Action Items The Action Items Card allows you to see Actions due today, past due, or upcoming for ...
Dashboard Card: Actions Completed by Employees
Actions Completed by Employees is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Actions Completed by Employees Actions Completed by Employees shows how many and which ...
Dashboard Card: Actions Due Today by Employee
Actions Due Today by Employee is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Actions Due Today by Employee The Actions Due Today by Employee displays how many ...
Dashboard Card: AE CRM Adoption Tracker
AE CRM Adoption Tracker is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. AE CRM Adoption Tracker The AE CRM Adoption Tracker card shows login metrics for each CRM ...
Dashboard Card: All Opportunities - Channel
All Opportunities - Channel is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. All Opportunities - Channel The All Opportunities - Channel Card displays a visual ...
Dashboard Card: AUM by Advisor
AUM by Advisor is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. AUM by Advisor The AUM by Advisor card shows a bar graph of up to 10 Advisors and the combined AUM ...
Dashboard Card: AUM by Age Range
AUM by Age Range is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. AUM by Age Range AUM by Age Range shows how AUM is distributed among age groups across the firm or ...
Dashboard Card: AUM vs Net New Assets
AUM vs Net New Assets is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. This card is integrated with the AE Wealth Platform. It requires an AE Wealth Platform ...
Dashboard Card: Client Contact Trends
Client Contact Trends is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Contact Trends The Client Contact Trends card charts the amount of contact points with ...
Dashboard Card: Client Demographics
Client Demographics is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Demographics The Client Demographics Card allows you to see how Revenue in your firm is ...
Dashboard Card: Client Life Events
Client Life Events is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Life Events The Client Life Events Card shows upcoming Birthdays, Wedding Anniversaries, or ...
Dashboard Card: Client Life Stages
Client Life Stages is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Life Stages The Client Life Stages card shows a summary of all clients in 4 pre-defined age ...
Dashboard Card: Client Retention Rate
Client Retention Rate is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Retention Rate The Client Retention Rate Card displays a client retention percent over a ...
Dashboard Card: Clients - Out of Contact
Clients - Out of Contact is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Clients - Out of Contact The Clients - Out of Contact Card lists all Records that have not ...
Dashboard Card: Clients Eligible for Medicare
Clients Eligible for Medicare is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Clients Eligible for Medicare The Clients Eligible for Medicare card shows all Records ...
Dashboard Card: Discretionary and Non-Discretionary Accounts
Discretionary and Non-Discretionary Accounts is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Discretionary and Non-Discretionary Accounts The Discretionary and ...
Dashboard Card: Firm AUM vs Goal
Firm AUM vs Goal is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Firm AUM vs Goal The Firm AUM vs goal card shows the current Firm AUM vs the goal set on the card. ...
Dashboard Card: Managed and Non-Managed Accounts
Managed and Non-Managed Accounts is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Managed and Non-Managed Accounts The Managed and non-managed accounts Card displays ...
Dashboard Card: Net New Assets
Net New Assets is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. This card is integrated with the AE Wealth Platform. It requires an AE Wealth Platform subscription ...
Dashboard Card: New Clients by Advisor
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 ...
Dashboard Card: New Clients by Source
New Clients by Source is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. New Clients by Source New Clients by Source uses Opportunity information on a Record to show ...
Dashboard Card: New Prospects by Owner
New Prospects by Owner is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. New Prospects by Owner The New Prospects by Owner card uses Opportunity information on a ...
Dashboard Card: Number of Clients by Advisor
Number of Clients by Advisor is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Number of Clients by Advisor The Number of Clients by Advisor Card shows how many ...
Dashboard Card: Open Opportunities - Funnel
Open Opportunities - Funnel is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Open Opportunities - Funnel The Open Opportunities - Funnel Card displays a bar graph of ...
Dashboard Card: Open Opportunities - Insights
Open Opportunities - Insights is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Open Opportunities - Insights The Open Opportunities - Insights Card displays total ...
Dashboard Card: My Opportunities Lost - By Reason
My Opportunities Lost - By Reason is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. My Opportunities Lost - By Reason The My Opportunities Lost - By Reason Card ...
Dashboard Card: Opportunities Won - Projected vs Actual
Opportunities Won - Projected vs Actual is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Opportunities Won - Projected vs Actual The Opportunities Won - Projected vs ...
Dashboard Card: Opportunities Won by Advisor
Opportunities Won by Advisor is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Opportunities Won by Advisor The Opportunities Won by Advisor card shows the total ...
Dashboard Card: Opportunities Won by Month
Opportunities Won by Month is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Opportunities Won by Month The Opportunities Won by Month shows the total value of won ...
Dashboard Card: Opportunities Won by Quarter
Opportunities Won by Quarter is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Opportunities Won by Quarter The Opportunities Won by Quarter shows the total value of ...
Dashboard Card: Past Due Actions by Employee
Past Due Actions by Employee is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Past Due Actions by Employee The Past Due Actions by Employee displays how many Actions ...
Dashboard Card: Policies by Carrier
Policies by Carrier is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Policies by Carrier Policies by Carrier provides a bar graph showing how many policies in the ...
Dashboard Card: Policies Placed by Type
Policies Placed by Type is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Policies Placed by Type The Policies Placed by Type card displays a pie chart of the top 6 ...
Dashboard Card: Policy Status Summary
Policy Status Summary is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Policy Status Summary Policies Status Summary card provides a bar graph showing how many ...
Dashboard Card: Revenue by Advisor
Revenue by Advisor is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Revenue by Advisor Revenue by Advisor displays how much Revenue up to 10 Advisors have brought in ...
Dashboard Card: Revenue by Age Range
Revenue by Age Range is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Revenue by Age Range The Revenue by Age Range card displays a bar graph of how much revenue each ...
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