Dashboard Card: Number of Clients by Advisor

Dashboard Card: Number of Clients by Advisor

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

Number of Clients by Advisor

The Number of Clients by Advisor Card shows how many clients are currently assigned to any given Advisor.

To be counted, the Advisor must be listed as Advisor 1 on the Record.

View By

Choose whether to view the Top 10 Advisors with the most clients, the Bottom 10 Advisors with the least clients, or to select any group of up to 10 Advisors.

Hover

Hover over any segment of the bar graph for additional details on the items in that segment including AUM total and Revenue.

Drill Down

Click any bar of the graph to open a pop-up Grid filtered to the selected Records for that Advisor.

  • Use the Search box to search by Record Name.
  • 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 to the selected Record.

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