#71 Advisors Assistant Dashboard

Jun 3, 2016

Did you know that there is an Advisors Assistant Dashboard to summarize important information all on one screen? The Dashboard uses pie charts, bar charts, sortable lists and RSS feeds to provide you with up-to-date information of your choosing. These Dashboard sections are called Widgets and you can fully customize your own Dashboard and Widgets at the user level to display and organize your pertinent data.

To open the Dashboard, click on the Dashboard Button from any View Screen.


You can choose to have the Dashboard open as soon as you open your Advisors Assistant but clicking on the “Show Dashboard on Startup” check box on the Dashboard screen. You can also change the size of the Dashboard screen by dragging the edge or corner with your mouse.


The Dashboard is fully customizable and you can have up to 3 lists or bar charts on the left side of the screen as well as up to 2 pie charts on the right side. Click on Setup to change the configuration of your Dashboard Widgets. There is a long list of Widgets to choose from.

The Dashboard Widgets are interactive and not just a static look at the data. For example, when you hover over one of the bars of a bar chart, or a slice of pie from a pie chart, and it pulses, you can click on that section of the chart and get a report that selects ONLY the data represented by that section.

You can click on the Excel Icon to export data to Excel or the Printer Icon to get a quick report of the data on the screen. The Magnifying Glass Icon will let you “take a closer look” and takes you to a full screen view of the Widget data.

Automatic integration with Workflows, the Calendar, as well as Insurance and Investment products provides up-to-date information on your clients and helps manage your daily processes. 

The Dashboard is just another way Advisors Assistant helps keep you organized and saves you time!




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