Understanding Your Dashboard Metrics

This article explains what each dashboard metric means, how to read it, and what to do when it looks off.

Active Clients

What it means: the number of clients currently in progress.

What to do with it:

• High Active Clients but low Completion Rate usually means disengaged clients who need a nudge.
• Low Active Clients means your focus is onboarding new ones and activating existing ones.

Monthly Revenue

What it means: a revenue total as represented in your system. Your configuration determines whether this reflects actual revenue, projected revenue, or a pipeline-based total.

What to do with it:

• Use it to gauge whether your workflow is turning client data into real planning conversations.
• If the number looks wrong, check that your opportunity values are entered consistently.

Pick one definition of “value” and hold to it. What that means depends entirely on how you're paid — the tool doesn't assume a model:

• Fee-only: an expected planning or engagement fee
• Fee-based: a blend — planning fee plus any expected commission or product revenue
• Estate planners: the expected drafting or engagement fee for the work this client generates
• Ongoing/recurring: expected annual recurring revenue, if you bill that way

Completion Rate

What it means: how consistently clients are completing the vault journey.

Why it matters: completion is a leading indicator for retention, client satisfaction, referral likelihood, and opportunity discovery — the more a client fills in, the more planning conversations their data surfaces.

What those conversations look like: a completed vault puts concrete, planning-relevant facts in front of you — and these land the same whether you're fee-only, fee-based, or an estate planner, because none of them depend on selling a product:

• A beneficiary designation that conflicts with the will — captured on financial, life insurance, and crypto records. It's one of the most valuable things you can flag in a single meeting, and it costs the client nothing to fix.
• Records not assigned to any vault — information the client believes is protected but that would reach no one. Catching it is concrete, demonstrable value.
• Gaps in coverage — no will on file, no directive, no life insurance recorded, an unnamed guardian.

What to do when it's low:

• Go to Clients and sort by lowest progress.
• Intervene early: schedule a short completion call and remove friction.
• Use a concierge (done-for-me) approach for clients who won't self-complete — often the busy or lower-tech ones.

Hot Revenue Opportunities (table)

What it means: your highest-priority pipeline items — usually those closest to closing or needing immediate follow-up.

What to do with it:

• Pick the top 3 and advance them today.
• Move status forward when the client takes an action or you schedule a next step.

Related Articles

• Hot Revenue Opportunities: How to Work the Pipeline
• Revenue Opportunities: Add and Manage Opportunities