You are here:
Analytics for Wealth Management Dashboard Glossary (Managed Package)
Learn the contents and use of metrics, filters, and other common dashboard elements. Keep this glossary open in a separate window as you use the dashboards.
Note Partial listing. Includes metrics for the following dashboards:
- Client Acquisition
- Client Interactions
- My Book of Business
- My Clients
- My Households
- Sales Performance
Global Filters
A subset of these filters appears across the top of the app’s dashboards depending on the
dashboard’s contents. They’re listed alphabetically here. Select one, many, or all values in
each filter. The selection changes metrics across all parts of the dashboard you’re currently
viewing. Revert to default values by clicking the Return to Initial View icon 
to the right of the dashboard name.
- Account Name: Select the accounts you’d like to analyze.
- Active: Select whether the event(s) you view are active or not.
- Advisor Name: Shows the name of the current user of the app. For managers of advisors, this filter shows names of advisors they manage. For advisors, selection is locked to themselves.
- Amount: Set the range for deal amounts.
- Date: Set a date range for client data.
- Event Date: Set period for events to view.
- Household Size: Set the range for the size of households you’d like to view.
- Investment Experience: Select clients by how experienced they are as investors.
- Investment Objectives: Select clients by their investment objectives.
- Last Activity: Set period for lead’s last activity to view only leads with activities during that time.
- Last Interaction: Set period for client’s last interaction to view only clients with interactions during that time.
- Lead and Referral Source: Select the sources for leads.
- Lead and Referral Status: Select status of leads in the closing process.
- Length of Relationship: Set the range of time households have worked with you to view only households during that time.
- Marketing Segment: Values from Marketing Segment field in Account object.
- Next Review: Set period for next scheduled review to view only households set for review during that time.
- Opportunity Age: Set the range for age of opportunities.
- Opportunity Type: Select types of opportunities.
- Rating: Select lead rating.
- Record Type: Select a lead type.
- Seminar/Event Name: Select the seminars or events to view.
- Service Model: Select clients according to their service model.
- Stage: Select stages in the opportunity closing process.
- Type (Events and Seminars): Select the types of seminars or events type to view.
Metrics Glossary
Metrics for the CRM Analytics for Financial Services app appear in one or many dashboards, depending on the dashboards’ contents. They are listed alphabetically here.
A-E
- Attainment (Quota): (Total amount of closed won opportunities/ My quota) * 10
- # Attended: Count of invitees to events defined by filter selections who responded to invitations.
- Average Time to Convert (Days): Average of days between creation and conversion dates for converted leads with status of Qualified
- Average # Touches to Convert: Average of activities to convert for converted leads with status of Qualified
- Avg Accounts/Client: Average number of accounts held by each client
- Avg Attendance Rate: Number of attended / Number of invited defined by filter selections
- Avg AUA/Household: Assets under advisement (AUA) / #Households
- Avg AUM/Household: Assets under management (AUM) / #Household
- Avg Conversion Rate: Number of converted / Number of attendees to events defined by filter selections
- Avg Cost / Conversion: Number of converted / Total seminar/event costs defined by filter selections
- Avg Products/Client: Average number of products used by each client
- Business Days Left: Number of days in quarter - Completed days in quarter
- #Clients: Number of clients based on selections in filters along top
- $ Closed Lost: Sum of amount of closed opportunities that have been lost
- $ Closed Won: Sum of amount of closed opportunities that have been won
- # Closed Lost: Sum of number of closed opportunities that have been lost
- # Closed Won: Sum of number of closed opportunities that have been won
- Conversion Rate: Converted leads / processed leads
- # Converted: Sum of won opportunities among attendees to events defined by filter selections
- Days Since Last Activity: Number of days between last activity and today
- Days > Historical Average: Number of days greater than the historical average for the stage that the opportunity has stayed in that stage
- # Deals with Age > Avg in Stage: Count of open opportunities with age greater than historical average in stage
E-J
- Expected Revenue: Amount of revenue from closed won opportunities plus revenue from open opportunities where probability of winning is at least 90% probability
- External Referrers: Number of leads marked Referred by Contact
- # of Financial Accounts: Number of households based on selections in filters along top
- From Commission: Sum of commissions from clients
- From Fees: Sum of fees from clients
- Held Away: Sum of Held Away for selected accounts
- #Households: Number of households based on selections in filters along top
- Internal Referrers: Number of leads marked Referred by User
- # Invited: Count of invitees to events defined by filter selections
K-P
- My Quota: Sum of quota amount
- # No Activity Last 30 Days: Count of open opportunities with no activities for 30 days
- # Open Deals: Count of open opportunities.
- Open Leads/Referrals: Count of leads with status other than Closed–Not Converted or Qualified
- Overdue Tasks: Count of tasks that have not been completed. Data drawn from Task or Event
objects where record is set to
type=taskand days between start of task and today is greater than 0. Excludes Household record types - Processed Leads/Referrals: Count of leads with status of Closed–Not Converted or Qualified
Q-Z
- 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 Closed Deals: Count of closed opportunities
- Total Closed Won: Sum of amounts of closed won opportunities
- Total Converted: Count of converted leads with status of Qualified
- Total Disqualified: Count of leads with status of Closed–Not Converted
- Total Earnings: Sum of commissions from clients + Sum of fees from clients
- Total Emails: Count of emails. Data drawn from Task or Event objects where record is
set to
type=email. Excludes Household record types - Total Financial Accounts: (My Book of Business) Sum of Balance field for clients selected using filters on top
- Total Leads/Referrals: Count of leads
- Total Open Deals: Sum of number of open opportunities
- Total Open Pipe: Sum of amount of open opportunities
- #Total Products: Number of financial account types based on filter selections
- Total Revenue: Sum of revenue from clients
- Total Seminar/Events Cost: Sum of actual cost of events defined by filter selections
- Total Sessions: Count of events defined by filter selections.
- Total Tasks: Count of tasks. Data drawn from households with Task or Event objects where record is set to type=task
- Under Advisement: Sum of Assets Under Advisement (AUA) for selected accounts.
- Under Management: Sum of Assets Under Management (AUM) for selected clients
- Wallet Share: Sum of AUM for selected clients / (Sum of AUM for selected clients + Sum of Held Away for selected client)
- Win Rate: Value ($) of closed opportunities that have been won / Value ($) of all closed opportunities
- With Activity in 30 Days: Count of leads with status other than Closed–Not Converted or Qualified and with an activity in the last 30 days
Did this article solve your issue?
Let us know so we can improve!
