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

New Clients by Source

New Clients by Source uses Opportunity information on a Record to show the channel by which new clients were added during the specified date range.

To appear in the chart, a Record must have an Advisor 1 assigned, have a Client classification, no Termination Date, and Date Became Client must fall within the selected date filter.

In addition, the Record must have a Won Opportunity with the completion date set within the selected date filter.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose Records 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 the date range to view. You can select YTD, Past 3 Months, Past 6 Months, Past 12 Months, or define a custom date range.

Hover

Hovering over any slice of the chart will display additional details for the selected Channel, including the Total Assets and AUM for all Opportunities that meet the selected criteria.

Drill Down

Click any slice of the chart to view a grid of the Records that meet the selected criteria.

• Use the Search box to search for a particular Record.
• 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 Record.