Get a complete view of your book of business with a summary overview that compares performance across month, quarter, and year. Analyze your product portfolio mix and monitor net inflows and outflows to understand how your clients' assets are moving. Track commission and fee earnings to measure the financial impact of your advisory work and identify opportunities for growth.
| 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 My Book of Business Dashboard.
| Metric | Description |
|---|---|
| Average products per client | Average number of products used by each client. |
| Avg Accounts/Client | Average number of accounts held by each client. |
| Clients | Number of clients based on selections in filters along top. |
| Net | Total deposits - total withdrawals. |
| # of Financial Accounts | Total Financial Accounts. Sum of financial accounts for households. |
| Total Deposits | Sum of client deposit amounts. |
| Total Financial Accounts | Sum of financial accounts for households. |
| # Total Products | Number of financial account types based on filter selections. |
| Total Withdrawals | Sum of client withdrawal amounts. |
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