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

Revenue by Advisor

Revenue by Advisor displays how much Revenue up to 10 Advisors have brought in over the selected period in a bar graph format. The graph also displays the median revenue for the displayed group. 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 features are available:

View By

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

Select Period

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

Hover

Hover over any Advisor’s bar in the graph to see additional details, including their % contribution to total revenue. the exact revenue value, how much AUM they manage and how many clients they have.

Drill Down

Click any Advisor’s bar to view a grid of the specific Clients under that Advisor along with additional details around their contributions to Revenue and AUM.

Click View All Employees at the bottom to view a grid of all Clients that have contributed revenue.

• 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.