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 selected timespan along with the change in that retention rate for the same period the year prior.

The base amount of clients is calculated from the number of Records that existed the start of the period which currently have the classification of Client. To be considered Lost, a Record must have a Termination Date entered that falls in the selected period and a classification of Client or Ex-Client. New clients added during the selected time period are not included in the calculations.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose Record numbers you are viewing.

• Remove advisors by clicking remove by the user name.
• Remove all currently selected advisors by clicking in the bottom right.
• Add advisors by clicking and selecting the users to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.

Set Date Range

Click the date range in the upper right corner to choose the span for viewing retention. Choose a pre-defined range or set a custom range.

Drill Down

Click any point of the graph to open a pop-up Grid showing lost clients during the selected date range.

• Use the Search box to search by Record Name.
• Click to export the Grid to CSV. You may select additional columns of data to include before downloading the CSV.
• Click any row to be taken directly to the Records Workspace.