Overview of Dashboards
Learn about the two different dashboards and why they are important
The Client Overview and Practice Management Dashboards in HubSpot provide essential snapshots of your client relationships and operational workflows, enabling proactive management and improved client service.
Where to Find the Dashboards
These dashboards centralize essential data, offering an at-a-glance view of the metrics that matter most—so you can make informed decisions, streamline your workflows, and save valuable time. To find the dashboards, navigate to the CRM → Reporting → Dashboards. Search the dashboard you want to view
What is a Client Overview / Book Analysis Dashboard?
The Client Overview Dashboard provides a comprehensive snapshot of your client relationships, including detailed information about client demographics, account composition, investment distributions, and financial insights. This dashboard compiles critical metrics such as assets under management (AUM), client age distributions, and investment breakdowns into clear, visual formats for quick analysis.
How it benefits you
-
Enhanced Client Insights: Quickly identify trends, client demographics, and investment patterns to effectively tailor your approach.
-
Improved Decision Making: Access detailed analytics that inform strategic decisions on resource allocation and client targeting.
-
Efficient Portfolio Management: Stay informed of investment distributions, fee structures, and systematic plans, enabling proactive portfolio management.
Reasons to use the dashboard
-
To monitor overall financial health of your book of business.
-
To identify high-value client segments and investment opportunities.
-
To ensure effective client segmentation and targeted communication.
How this benefits Clients
These dashboards don’t just help you—they help your clients, too. By providing robust insights, real-time updates, and increased visibility, you can:
- Stay Proactive and Responsive: You’ll have a clearer picture of your clients’ needs, accounts, and ongoing requests, enabling faster follow-ups and more tailored service.
- Deliver a Smoother Experience: With better tracking and workflows, you can ensure nothing slips through the cracks—creating a more seamless and reliable client experience.
- Build Trust and Strengthen Relationships: Consistently staying informed allows you to provide thoughtful, proactive service, reinforcing trust and fostering deeper client relationships.
What is a Practice Management Dashboard?
The Practice Management Dashboard centralizes operational tasks, tracking client service requests and account opening processes in real-time. It provides clear visibility into outstanding items, ticket statuses, and bottlenecks within your practice, ensuring efficient management of client onboarding and servicing activities.
How it benefits you
-
Streamlined Workflow: Easily track the progress of new account openings, transfers, and service requests.
-
Quick Identification of Issues: Rapidly identify bottlenecks or delayed tasks needing immediate attention.
-
Increased Efficiency: Improve your practice management by clearly visualizing workflow status, priorities, and outstanding actions.
Reasons to use the dashboard
-
To ensure smooth and timely onboarding of new clients.
-
To proactively manage transfers and client service requests.
-
To maintain consistent and high-quality client service standards.
How this benefits Clients
- Clients experience timely account openings.
- Efficient service requests.
- Enhanced communication throughout their interactions.
This dashboard ensures clients consistently receive responsive and professional service.