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

Revenue by Age Range

The Revenue by Age Range card displays a bar graph of how much revenue each age group has contributed to the firm over the selected time period. Age ranges are displayed in 10-year increments starting with 0-10 and finishing with Over 90. The median revenue across all groups is also displayed.

Only Revenue from Records where the Advisor is set as Advisor 1, has a Client classification and no Termination Date are included.

View By

Use the Advisors filter to only display revenue data for clients associated with the advisors you specify. By default All Advisors are selected.

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, or define a custom date range.

Hover

Hover over any bar in the graph to see additional details, including their % contribution to total revenue, the exact revenue value, % of clients in this range, and AUM in this age range.

Drill Down

Click any bar to view a grid of the specific Clients under that Age Range 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.