Homepage Dashboard
What is the Dashboard?
The dashboard allows you to customize your homepage with various interactive cards that display important information pertaining to your clients. It provides better visibility to the information you need and more functionality across workflows.
Portfolio View: Access a comprehensive overview of your client's portfolio by clicking the Portfolio View icon at the top of the page. Quickly analyze their asset allocation, transaction activity, performance, gain/loss, income, and more. Review the Portfolio View article found here for more details.
Customize Your Dashboard
Personalize your dashboard by adding cards, updating settings, prioritizing your cards, and applying filters! Click + Add Card in the upper right corner to review all available cards or to add a new one. To customize the order of the cards and where they display, click and hold the title of each card, and drag the card to the desired position on the page.
How to Edit, Clone, or Delete Cards
Click on the menu in the upper right corner of each individual card to Edit, Clone, or Delete a card. Select Edit Card to update the card’s name to something more specific, and to change the settings to reflect certain data within the card. For instance, certain cards have settings to group data by different criteria such as Household, Rep, etc. or, to view data over certain periods of time. |
Clone Card duplicates the same card. Then, update the settings of the cloned version so that each card reflects similar data, but is based on different criteria. Use Case: You would like to review new accounts that have come into your database within the last 30 and 90 days.
- First, add the New Accounts card to your Dashboard where the default setting is 90 days.
- Then, clone the card to duplicate it.
- On the duplicate card, edit the settings and update the name to "New Accounts in the Last 30 Days", then change the Last Number of Days setting to 30.