AE CRM Adoption Tracker is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

AE CRM Adoption Tracker

The AE CRM Adoption Tracker card shows login metrics for each CRM user that has login data available. Number of log-ins, last date, and average session time are displayed for the selected filters.

Filter by Employees or Roles

Click the Employees or Roles drop-down in the upper right to filter whose stats you are viewing. Note that only Primary Role is available for filtering.

• Remove filters by clicking remove by the item name.
• Remove all currently selected filters in a category by clicking in the bottom right.
• Add filters by clicking and selecting the items to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.

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 on View All Employees at the bottom of the card to be taken to a Grid of all employees and their metrics.