Add Top Clients by AUM to Pie Chart on Dashboard
The pie chart with "Status", "Category" and "Source" are not important to me. The only thing I liked about Junxure was that it had a pie chart showing who my top clients were by AUM and how I was progressing in my attaining my new AUM goals with a slick bar chart. Salesforce has a cool feature with this as well.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Michele Tomlinson commented
that would be nice!