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

Clients by Source

Clients by Source uses the Referred By information on a Record to show the source 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 valid entry in the Referred By field.

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.

Set Record Type

Click the RECORD TYPE drop-down in the upper right to adjust which Record Types you are viewing.

• Remove types by clicking remove by the type name.
• Remove all currently selected Record Types by clicking in the bottom right.
• Add Record Types by clicking and selecting the types 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 bar of the chart displays the total of clients falling in that source.

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.