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 Actions were completed by selected CRM Users over a given time frame.

View By

Only 10 Employees may be viewed at a time in the graph. Select to view the Top 10 Employees, Bottom 10 Employees, or Custom Select to manually select which 10 you wish to view.

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.

Drill Down

Click any employee’s bar to view a grid of the specific Actions completed by that employee in the selected time frame.

Click View All Employees at the bottom to view a grid of all Actions completed in the selected time frame.

• Use the Search box to search for a particular Action by Assignee, Record Name, or Action 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 the selected Action.