Understand how you're spending your time and ensure that no client falls through the cracks. Identify neglected clients by AUM, days since last contact, and overdue tasks, and break down your activity by type and time period to optimize your focus. Track the outcomes of your efforts across AUM, deposits, and wallet share to connect your daily activity to measurable client value.
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services Add-on License. |
Learn about the key metrics on the Client Interactions Dashboard.
| Metric | Description |
|---|---|
| Total Activities | Count of activities. Data drawn from households with Task or Event objects. Excludes Household record types. |
| Total Calls | Count of calls. Data drawn from Task or Event objects where record is set to type=call. Excludes Household record types. |
| Total Emails | Count of emails. Data drawn from Task or Event objects where record is set to type=email. Excludes Household record types. |
| Total Tasks | Count of tasks. Data drawn from households with Task or Event objects where record is set to type=task. |
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