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

Advisor YTD Goals

The Advisor YTD goals card shows the current new assets vs the goal set on the card for the selected time period. The defined goal is set per user. New Assets are calculated from Won and Completed Opportunities assigned to the Advisor. A spedometer type graph shows how close to the goal the Advisor is.

Set Goal

Click Set Goal to define the comparative goal. If a goal has already been set, click the spedometer to edit the current goal.

Set Advisor

Click the Advisors filter in the upper right corner to choose which advisor to compare. By default the card shows data for all advisors. Duplicate the card and select a different advisor for each instance to track as many advisors vs their goal as needed.

Set Period

Click the period filter in the upper right corner to choose how far back to compare. By default the card shows YTD but can go back up to 5 years if data is available.