Open Pipeline by Stage List
Which open conversations hold expected value, and which Relationship Owner is responsible?
- Wealth Advisory CRM
- Reports and operational decisions
Reports for the questions your team asks
Review the advisory book, due household assessments and uncertain operation results.
Overview×
Wealth Advisory CRM · Overview
Wealth Advisory CRM dashboard
This quarter
Household reviews in view
6Total assets under review
2,540Submitted
6Review due in 14 days
4Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 29 | ||
| Qualified | 17 | 59% | |
| Proposal | 12 | 71% | |
| Negotiation | 6 | 50% |
Expected value USD by status
Sample totals per stage
Questions to answer
Open Weighted Forecast List
What does the current open book imply when expected USD value is weighted by recorded probability?
From Advisory Pipeline
Household Review Due Book List
Which unfinished assessments need attention, and which household and opportunity do they concern?
From Household Reviews
Household Review Decisions List
Who decided the submitted revision, when did they decide and what reason did they record?
From Household Reviews
Relationship Activity Outcomes List
What happened in the advisor's conversations, and which dated activities are already complete?
From Advisory Pipeline
Customer Outcome Analysis List
Which engagements were won or lost, and what evidence or reason explains the outcome?
From Advisory Pipeline
Operation Exception Register List
Which actions remain pending, failed or in need of review?
From Advisory Pipeline
Evidence Coverage by Opportunity Grouped
Which documents support an opportunity and the decisions recorded against it?
From Household Reviews
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