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 clients over a set time period. Any Actions in the specified date range with an Action Type of Email, Meeting, or Phone will count for the graph data. The date of contact is taken from the Date Entered on the Action.

Contact Type

Use this drop-down to see only contact points of a specific type: Email, Meeting, or Phone.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose contact 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 how much historical data to display in the tile. Choose a pre-defined range or set a custom range.

Hover

Hover over any point on the graph for additional details on the items in that segment including a contact breakdown by type.

Drill Down

Click any point of the graph to open a pop-up Grid filtered to the counted Actions.

• Use the Search box to search by Record Name, Advisor, Entered by, or Type.
• 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 that Action.