Revenue by Type is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Revenue by Type

The Revenue by Type card shows a pie chart of revenue types for selected Advisors over the chosen period. Only Revenue from Records where the Advisor is set as Advisor 1, has a Client classification and no Termination Date are included.

The following filters and controls are available:

Set Advisors

Click the Advisors drop-down in the upper right to adjust whose Revenue 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.

Select Period

Use the Period drop-down to choose how far back to view revenue for. You can select Past 3 Months, Past 6 Months, Past 9 Months, Past 12 Months, or define a custom date range.

Hover

Hover over any segment in the chart to see the exact dollar total of that segment.

Drill Down

Click any chart section to view a grid of the specific Clients under that revenue type along with additional details around their contributions to Revenue and AUM.

• Use the Search box to search for a particular by Record Name or Advisor.
• 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 client Record.