Understanding Your Dashboard Metrics

This article explains what each dashboard metric means, how to interpret it, and what action to take when it looks off.

Active Clients

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

What to do with it:

• If Active Clients is high but Completion Rate is low, you likely have disengaged clients who need intervention.
• If Active Clients is low, your immediate focus should be onboarding new clients and activating existing ones.

Monthly Revenue

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

What to do with it:

• Use Monthly Revenue to measure whether your workflow is converting client data into real planning conversations.
• If the number looks wrong, check whether your opportunity values are being entered consistently (see below).

Recommended practice: Pick one definition for “value” and stick to it, for example:

• Expected planning fee (conservative estimate)
• Expected commission (conservative estimate)
• Expected annual recurring revenue (if you use ongoing services)

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
• Opportunity discovery (more completed data yields more planning insights)

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 approach for clients who will not self-complete.

Hot Revenue Opportunities (table)

What it means: Your highest priority pipeline items, typically those closest to closing or requiring 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