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My Clients Dashboard

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My Clients Dashboard

Prioritize your client relationships by identifying clients at risk of attrition due to withdrawn funds, market losses, or open cases. Analyze your top clients by wallet share and relationship tenure, and explore client demographics by net worth and geography to focus your outreach effectively. Track goal progress across your book to ensure every client stays on course and receives the attention they need.

Required Editions

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 Clients Dashboard.

Metric Description
My Clients Count of clients scoped to "My Clients" view.
WNA Clients Count of distinct clients who have both a transaction and a case on record.
 
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