Dashboard Card: Year-to-Date (YTD) Revenue

Dashboard Card: Year-to-Date (YTD) Revenue

Year-to-Date (YTD) Revenue is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Year-to-Date (YTD) Revenue

The Year-to-Date Revenue reports the total Client Revenue this year along with the difference over the same time last year.

Client is defined as a Record with a classification of Client

, an Advisor 1 set, and no termination date. Clients with no revenue will not be included in the results.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose clients 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.