Dashboard Card: Upcoming Client Reviews

Dashboard Card: Upcoming Client Reviews

Upcoming Client Reviews is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Upcoming Client Reviews

Upcoming Client Reviews shows a list of all Client Records that have a Service from the Service Monitor coming due in the selected time period.

Client is defined as a Record with a classification of Client

, an Advisor 1 set, and no termination date.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose contact numbers 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 Date Range

Click the date range in the upper right corner to choose how much historical data to display in the tile. Choose a pre-defined range or set a custom range.

Drill Down

Click any row to be taken directly to the selected Record.

    • Related Articles

    • Dashboards Card Library

      The following lists all visualization Cards available in for use in AE CRM Dashboards along with all relevant details to their use. See Creating and Customizing Dashboards for details on how to add a Card to your Dashboard. Available Card Library. ...

    • Dashboard Card: Client Life Events

      Client Life Events is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Life Events The Client Life Events Card shows upcoming Birthdays, Wedding Anniversaries, or ...

    • Dashboard Card: Upcoming Actions by Employee

      Upcoming Actions by Employee is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Upcoming Actions by Employee The Upcoming Actions by Employee displays how many Actions ...

    • Dashboard Card: Client Demographics

      Client Demographics is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Demographics The Client Demographics Card allows you to see how Revenue in your firm is ...

    • Dashboard Card: Client Life Stages

      Client Life Stages is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Life Stages The Client Life Stages card shows a summary of all clients in 4 pre-defined age ...