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

New Prospects by Owner

The New Prospects by Owner card uses Opportunity information on a Record to show how many Prospects each Advisor has during the specified date range.

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

In addition, the Record must have an open Opportunity within the selected date filter. Closed, Won/Lost, and Completed Opportunities will not be included.

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 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 bar of the chart will display additional details for the selected Advisor, including the Total Projected Asset Value and number of Prospects for all Opportunities that meet the selected criteria.

Drill Down

Click any bar 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 Opportunity.