You’ve got your CRM up and running – your contact records are detailed and accurate, you automated repeatable tasks, and your workflows are consistent and timely. Now what?
It’s time to put all that data to work.
With a firm foundation and functioning system, you can zoom out to take a look at your business as a whole. Use these Wealthbox tools to gather data that matters and move forward with confidence.
1. How to Make the Most of Report Generating
Wealthbox makes it easy to generate customized and data – rich reports you can use again and again to gain insight into your client base, tasks completed, or growth over time. You can make these reports as granular as you wish with multiple criteria options to narrow your focus. Save relevant reports for continued review and refinement. Easily export the data into CSV or Excel files.
How to Best Use It:
- Create report templates for the most frequent searches.
- Track client data like retirement ages, monetary goals, or money movements.
- Keep tabs on advisor responsibilities and project completion.
Wealthbox Tools Bonus:
Use the Wealthbox AI reports function to help build reports. Simply type in a prompt such as “high net worth clients in the state of New York” and watch as the AI quickly and accurately pulls that information from your well-kept contact records. This tool is particularly useful when you’re not sure how to compile the report you want to generate. Start narrowing things down with a short prompt, and tweak it as the data rolls in.
2. View Key Metrics in an Instant with Dashboards
Once you’ve built your reports, create dashboards next so you can see your business at a glance. Dashboards display reports as widgets and can be visualized as bar charts, donut charts, or other formats, allowing you to present the data in the way that’s most meaningful to you.
Even better, Wealthbox lets you add these widgets directly to your home page. That way, every time you log in, you get an immediate, bird’s-eye view of the key numbers and insights that support faster, more informed decision-making.
How to Best Use It:
- Build Dashboards for different parts of the business (Operations, Financial Planning, Prospect Pipelines, etc.)
- Check-in daily with the information that is important to your firm.
Wealthbox Tools Bonus:
A new feature Wealthbox recently introduced is called “Omniview Reporting”. While CRM data is typically restricted by visibility settings to protect sensitive information, there are situations, such as audits, year-end reviews, compliance oversight, or working with consultants, where firm-wide visibility is necessary. Omniview Reporting allows authorized users to run reports that bypass standard visibility rules while remaining read-only, preserving data security and integrity. This makes it a powerful tool for gaining organization-wide insights when full access is required.
3. Use Opportunity Pipelines to Visualize Your Sales Funnel
Opportunity Pipelines give you a clear, visual way to track prospects and revenue opportunities from start to finish. Using a customizable, drag-and-drop board, you can define pipeline stages that reflect how your firm actually works, whether that’s an introductory call, discovery meeting, proposal, or close. Each opportunity is tied to a contact or household and can include details like estimated value and close date, allowing you to see progress at a glance. When used consistently, opportunity pipelines help advisors identify bottlenecks, forecast future revenue, and focus their time on the opportunities most likely to convert.
How to Best Use It:
- Break prospects into trackable stages.
- Add custom fields to track opportunity sources, contra firm, and other custom details.
- Monitor wins/losses to refine your process.
- Use closing dates to plan and schedule your efforts.
Wealthbox Tools Bonus:
The Kanban-style board provides a clear, visual layout with columns that represent each stage of your pipeline, making it easy to move opportunities forward as they progress. By dragging tiles from one stage to the next, you get an intuitive view of where each prospect stands in the process, along with valuable insight into what actions are needed to keep momentum moving.
Summary
Once your CRM is set up and running smoothly, the real value comes from knowing how to use the data it collects. Wealthbox tools like reporting, dashboards, and opportunity pipelines help transform raw information into clear insights you can actually act on. Whether you’re monitoring firm activity, tracking growth opportunities, preparing for compliance reviews, or planning for the next business cycle, these tools give you visibility into what’s working and where to focus next.
When used intentionally, Wealthbox allows you to move beyond simply storing data and start using it to drive better decisions, improve efficiency, and support long-term growth. If you’re ready to get more out of your CRM and ensure you’re tracking the data that truly matters, schedule a discovery call to see how expert CRM guidance can help your system work smarter for your firm.
