Your Advisor Dashboard is the first screen you should use each day. It gives you a real-time snapshot of client momentum and revenue momentum, so you know exactly where to focus next.
What this page is for
- Client momentum: Who is progressing, who is stalled, and who needs outreach
- Revenue momentum: Which opportunities are active and which are most likely to close soon
- Decision-making: What you should do next (go to Clients, Opportunities, or Settings)
What you will see on the dashboard
- Active Clients (clients currently in progress)
- Monthly Revenue (how your account is configured to represent revenue)
- Completion Rate (overall client completion performance)
- Hot Revenue Opportunities table (your highest-priority pipeline items)
Note: Some accounts may show additional features during rollout. If you do not see something referenced in an article, your account may not have that feature enabled yet.
Recommended daily workflow (5 minutes)
- Scan Completion Rate to spot potential churn risk.
- Open Hot Revenue Opportunities and pick your top 3 items to advance today.
- Go to Clients and contact anyone who is clearly behind.
- Go to Opportunities and update statuses so your pipeline stays accurate.
Why this matters
- You instantly see which clients are falling behind
- You can prioritize high-value revenue opportunities
- You avoid missed follow-ups and dropped relationships
Advisor value
- You uncover:
- Outdated estate plans
- Insurance coverage gaps
- Unprotected digital assets
- These directly convert into billable opportunities.
- Refer to this article set for deeper vault management guidance:
- Managing Client Vaults – Full Guide
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