Monitor Your Book of Business with Dashboards


  1. On the navigation menu, click the Dashboards list view.
  2. Click All Folders.Public Dashboards contains:My Book of Business - Overview—Manage your existing book of business with insights aboutAUM, wallet share, held-away assets, and financial account totals by client.My Book of Business - Engagement Opportunities—Deepen client relationships by trackingupcoming client reviews, birthdays, and other relationship touchpoints.My Book of Business - Sales & Opportunities—Grow your book of business byidentifying new AUM opportunities and focusing your sales process on hitting targets.Referrals Dashboards contains:My Top Referrers—Discover the internal and external referrers who are bringing you themost new business.Referral Performance by User—Track the performance of referrals you made and thereferrals assigned to you.
  3. Public Dashboards contains:My Book of Business - Overview—Manage your existing book of business with insights aboutAUM, wallet share, held-away assets, and financial account totals by client.My Book of Business - Engagement Opportunities—Deepen client relationships by trackingupcoming client reviews, birthdays, and other relationship touchpoints.My Book of Business - Sales & Opportunities—Grow your book of business byidentifying new AUM opportunities and focusing your sales process on hitting targets.
  4. My Book of Business - Overview—Manage your existing book of business with insights aboutAUM, wallet share, held-away assets, and financial account totals by client.
  5. My Book of Business - Engagement Opportunities—Deepen client relationships by trackingupcoming client reviews, birthdays, and other relationship touchpoints.
  6. My Book of Business - Sales & Opportunities—Grow your book of business byidentifying new AUM opportunities and focusing your sales process on hitting targets.
  7. Referrals Dashboards contains:My Top Referrers—Discover the internal and external referrers who are bringing you themost new business.Referral Performance by User—Track the performance of referrals you made and thereferrals assigned to you.
  8. My Top Referrers—Discover the internal and external referrers who are bringing you themost new business.
  9. Referral Performance by User—Track the performance of referrals you made and thereferrals assigned to you.
  10. Select a dashboard.To get the latest data, click Refresh.

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