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. Click any card to be taken to the help document describing it.

• # of Clients w/ Workflows Completed ¹
• Accounts by Investment Model
• Action Items
• Actions Completed by Employees
• Actions Due Today by Employee
• Advisor YTD Goals
• AE CRM Adoption Tracker
• All Opportunities - Channel
• AUM by Advisor
• AUM by Age Range
• AUM vs Net New Assets ¹
• Client Contact Trends
• Client Demographics
• Client Life Events
• Client Life Stages
• Client Retention Rate
• Clients - Out of Contact
• Clients by Source
• Clients Eligible for Medicare
• Discretionary and Non-Discretionary Accounts
• Firm AUM vs Goal
• Managed and Non-Managed Accounts
• Net New Assets ¹
• New Clients by Advisor
• New Clients by Source
• New Prospects by Owner
• Number of Clients by Advisor
• Open Opportunities - Funnel
• Open Opportunities - Insights
• Opportunities Lost - By Reason
• Opportunities Won - Projected vs Actual
• Opportunities Won by Advisor
• Opportunities Won by Month
• Opportunities Won by Quarter
• Past Due Actions by Employee
• Policies by Carrier
• Policies Placed by Type
• Policy Status Summary
• Revenue by Advisor
• Revenue by Age Range
• Revenue by Type
• Top Clients by AUM with Overdue Actions
• Top Holdings
• Total Actions Completed w/ Avg Completion Time
• Total Actions Entered
• Total Client Count - Households
• Upcoming Actions by Employee
• Upcoming Client Reviews
• Won/Lost Clients
• Workflow Productivity Monitor
• Year-to-Date (YTD) Revenue

¹ This card is integrated with the AE Wealth Platform. It requires an AE Wealth Platform subscription and the Wealth Platform/CRM Integration to be enabled.