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            Book of Business Components

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            Book of Business Components

            Use the Book of Business components to understand your business performance. They include a summary of your metrics, customer and advisor leaderboards, client segmentation charts and whitespace analysis charts.

            Required Editions

            Available in: Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions.

            Book of Business Overview

            The Book of Business components include these charts.

            • Summary Metrics: Use these metrics in places where you want a quick view of your business performance. They provide an at-a-glance view of the state of your business.
            • Customer Leaderboards: Quickly see which customer accounts are performing best. Use this chart to determine opportunities for growth.
            • Advisor Leaderboards: Quickly see which advisors are performing best. Use this chart to determine opportunities for coaching.
            • Clients by Age Group: See the distribution of your clients’ AUM and financial accounts sorted by AgeBucket. Use this chart to better understand who your clients are.
            • Whitespace Analysis: Use this chart to identify gaps in your business and uncover upsell and cross-sell opportunities within your product portfolio, sorted by States and Category.
            • Whitespace Analysis for Individual Accounts: Use this chart to identify gaps in your business and uncover upsell and cross-sell opportunities within your product portfolio, sorted by individual person accounts.

            Key Performance Indicators in the Summary Metrics

            This table shows the key performance indicators in Summary Metrics.

            Metric Description Calculation
            Total AUM Summary of the assets under management Sum of AUM from the Account object for non-household account records.
            Wallet Share Average of wallet share for accounts Average of the Wallet Share from the Account object for non-household account records.
            # of Financial Accounts Number of financial accounts Count of rows from the Financial Account object.
            Total FA Balance Summary of the financial account balance. Sum of the balance from the Financial Account object.

            Key Performance Indicators in the Customer Leaderboard Chart

            This table shows the key performance indicators in the Customer Leaderboard chart.

            Metric Description Calculation
            Total AUM Summary of the assets under management Sum of AUM from the Account object for non-household account records.
            Wallet Share Average of wallet share for accounts Average of the Wallet Share from the Account object for non-household account records.
            # of Financial Accounts Number of financial accounts Count of rows from the Financial Account object.
            Total FA Balance Summary of the financial account balance. Sum of the balance from the Financial Account object.

            The Customer Leaderboard chart uses these Salesforce objects.

            • Accounts
            • FinancialAccount
            Note
            Note All the charts with these metrics are grouped by Account Name and sorted by selected metric values in descending order.

            Key Performance Indicators in the Advisor Leaderboard Chart

            This table shows the key performance indicators in the Advisor Leaderboard chart.

            Metric Description Calculation
            Total AUM Summary of the assets under management Sum of AUM from the Account object for non-household account records.
            # of Clients Count of accounts for non-household account records. Count of accounts for non-household account records.
            Total FA Balance Summary of the financial account balance. Sum of the balance from the Financial Account object.

            The Advisor Leaderboard chart uses these Salesforce objects.

            • Accounts
            • FinancialAccount
            • Users
            Note
            Note All the charts with these metrics are grouped by Owner Name and User Name from the Account object. The groupings are sorted by selected metric values in descending order.

            Key Performance Indicators in the Clients by Age Group Chart

            This table shows the key performance indicators in the Clients by Age Group chart.

            Metric Description Calculation
            AUM Summary of the assets under management Sum of AUM from the Account object for non-household account records.
            # of Clients Count of accounts for non-household account records. Count of accounts for non-household account records.

            The Clients by Age Group chart uses these Salesforce objects.

            • Accounts
            • FinancialAccount
            Note
            Note AgeBucket is a derived field in the recipe that’s used to group the data for these metrics. Bucketing is based on the values available in Age fields in the Account object.

            Key Performance Indicators in the Whitespace Analysis by States and Category Chart

            This table shows the key performance indicators in Whitespace Analysis by States and Category chart.

            Metric Description Calculation
            Whitespace AUM Count of Financial Account Records with Country, Region, and Account record type. Count of Financial Account Records with Country, Region, and Account record type.

            The Clients by Age Group chart uses these Salesforce objects.

            • Account
            • FinancialAccount

            Key Performance Indicators in the Whitespace Analysis for Individual Accounts Chart

            This table shows the key performance indicators in Whitespace Analysis for Individual Accounts chart.

            Metric Description Calculation
            Whitespace AUM Count of Financial Account Records for individual accounts For each account, count of financial accounts for the FA Account record. This metric is shown as a percentage of financial account distribution within that account.

            The Client Whitespace Analysis for Individual Accounts chart uses these Salesforce objects.

            • Account
            • FinancialAccount
             
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