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Wealth Management
Advisor Dashboard and Analytics
Complexity
Medium
Timeline
6-8 weeks
Outcomes
4+
Challenge
Advisors lack real-time visibility into key performance metrics, book of business health, and pipeline status, relying on manual spreadsheets for performance tracking.
Solution
Build custom Salesforce dashboards and reports using Einstein Analytics/Tableau CRM to provide real-time visibility into AUM, revenue, client activity, and pipeline metrics.
Key Outcomes
- Real-time KPI visibility for all advisors
- Automated performance tracking and reporting
- Data-driven book of business management
- Improved forecasting and pipeline visibility
Tags
analyticsdashboardswealth-managementeinsteinreporting
Implementation Timeline
6-8 weeks
Medium Complexity