Financial Services demo
Financial Services Analytics Dashboard
Advisors, AUM & pipeline
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Financial Services dashboard
Concentration by segment, advisor productivity, and pipeline coverage of next-quarter growth.
Sample dataAUM
$1.8B
+11.4%Revenue
$24.2M
+9.6%Client retention
94.0%
+1.2ppPipeline
$240M
+22%AUM by segment (stacked)
Granularity
HNWMass affluentUHNWInstitutional
JanFebMarAprMayJunJulAugSepOctNovDec
Product mix
Click to filterAdvisor productivity
1. J. Rivera2. S. Chen3. M. Okafor4. P. Ali
Pipeline stages
Prospect
$240M
100%
Qualified
$168M
70%
-30%
Proposal
$96M
40%
-43%
Won
$42M
18%
-56%
Top clients (Pareto)
OtherClient AClient BClient CClient DClient EClient FClient G
Executive Insights
What the numbers mean for this business
- InsightManaged leads at $780M — 43% of the mix.
- OpportunityAlternatives trails the leader by 4.3× — highest-leverage growth target.
- RiskLargest funnel drop-off: Proposal → Won at 56% — focus retention here.
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