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Alerts |
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Alert Summary |
List of Alerts showing Alert Name, Client Name, Alert Status and who is Responsible for the resolution |
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Client Focus |
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Adviser Client Category |
Pie chart showing count and percentage distribution of clients by Client Category for a single adviser or all advisers |
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Adviser Client Count |
Pie chart showing the number of clients under advice for selected advisers |
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Client Birthday |
List of clients with upcoming birthdays |
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Client Loans |
List of loans for either you clients or clients you have visibility. Filtering using Loan Status allows to specify which loans display |
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Client Policies Due For Renewal |
List of Policies, Renewal Dates and Client Names |
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Most Active Client Online Access |
List of clients who have accessed Client Online Access within a set period and how often they have logged in |
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New Clients Added |
List of new clients added to XPLAN |
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Quick Links |
List of quick hyperlinks to XPLAN sections (defined by your Quicklinks). Links to external sites can be setup in System Settings to be represented by images. External Website Links Settings |
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Recent Client Online Access Activities |
List of most recent clients accessing the system via Client Online Access |
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Recent Clients |
List of recently accessed XPLAN clients |
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Recent Users |
List of recently accessed XPLAN users |
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Top Lenders by Loan Volume |
Pie chart showing Total Loans by Lender |
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Total Sum Insured Per Product Provider |
Bar chart showing Total Sum Insured per Product Provider |
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CommPay |
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CommPay widgets allow for selecting Myself for the Adviser setting. When set in a Default Dashboard, this will show data for the current user when they view their Dashboard. The All option displays information only for advisers that the user has visibility permissions. |
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Revenue Analysis |
Supplier revenue based on CommPay transaction data, with various grouping and date range options available. Several chart options available. |
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Revenue Pipeline |
Chart of actual revenue and estimated future revenue, with the option of displaying a trendline. You can display either All revenue or select a specific type to display (New Business, On-Going or Fees) |
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Targets Actual Chart - Current Revenue period |
Bar chart comparing actual revenue against target for selected CommPay user |
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Top Clients by Remuneration Received last 12 months |
Table of top clients by remuneration for the selected adviser or all advisers within the current user's User Group |
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Datafeeds |
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System Datafeeds |
Displays number of unmapped accounts, unmapped clients, out of balance accounts and clients with out of balance accounts |
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Diary |
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Diary |
List of appointments in a user's Diary |
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Diary Appointments Created |
List of appointments created during user defined timeframe by either yourself or all advisers you can see |
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Document Notes |
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Recent Notifications |
List of Client Notes added or modified |
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Invoicing |
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Invoice Amount Breakdown by Adviser |
List of adviser's total invoices raised, collected, outstanding and average invoice size |
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Leads |
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Leads by Campaign |
Chart providers a measure of the effectiveness of Campaigns. |
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Lead Conversion by Campaign |
Chart provides a measure of the effectiveness of Campaigns by examining the current Entity Status of Leads linked to a Campaign. |
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Leads by Generation Method |
Chart provides a measure of the effectiveness of Lead generation methods. |
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Leads by Lead Source |
Chart of Lead sources. |
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Leads by Referrer |
Chart of number of Leads by referrer. |
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Open Leads |
List of open Leads. |
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Pipeline by Stage |
Chart shows a snapshot of the revenue to be delivered over the next “xx” days. |
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Licensee |
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Alternative Remuneration - total per user |
List of total Alternative Remuneration within a set period for selected users |
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Breach Alert Box |
List of breaches in the Breach Register within a set period for selected users |
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Conflict of Interests |
List of Conflict of Interests within a set period for selected users |
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CPD Total Per User |
List of total CPD Activity entries within a set period for selected users |
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Market Data |
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International Market Movements |
Table of international market movement values. A number of categories of data are available |
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Market Activity |
Table of top market activity by volume, value or change in percentage or points. You can choose to view the Total Market or a narrower Market Category |
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Market News |
Displays the latest market news for a security. Once added to the Dashboard you can change the selected security without accessing the widget options |
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Market Overview |
Table of market data |
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Waterfall Ticker |
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News Reader |
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News |
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Portfolios |
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Booking Status |
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FUM Chart |
Pie chart showing total FUM by asset type % |
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Portfolio Movement by % |
Top number of positive or negative portfolio movements over a time frame |
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Top Clients By FUM |
Bar chart showing advisers top clients and value of FUM |
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Trade Analytics |
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Watchlist |
Table of data on selected securities |
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Watchlist with Buy and Sell Limits |
Table of data on selected securities including user-set Buy and Sell Limits |
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Yesterday's Trades |
Pie chart of previous day's transactions, displaying either transaction types or securities. It can be optionally filtered by transaction type, security type, portfolio group or adviser. |
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Reviews |
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Incomplete/Upcoming Reviews |
List of incomplete or upcoming reviews showing, client name, review date and time, Type and responsibility |
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Opt-in Anniversaries and Status Changes |
Displayed data is determined by the option selected for the Opt-in Filter setting: |
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Opt-in Anniversaries - clients with Opt-In Status set to Opt-In, with filtering by Next Opt-In Date to show upcoming anniversaries in set periods in the future (such as 30 or 60 days), or when the Next Opt-In Date is today or in the past |
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Changes to Opt-In Status - client where their Opt-In Status has changed within set periods in the future. |
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These changes allow you to clearly specify if you want to use the widget to monitor the renewal of clients have Opted-In (especially if the renewal date has passed), or any changes made to their Opt-In Status. |
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Opt-in Status by Adviser |
Bar chart of Opt-in Status set for selected adviser's clients for a set period |
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Upcoming/Overdue Fee Disclosure |
Table of overdue or upcoming Next Disclosure Statement Dates for a set period |
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Risk Researcher |
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Recent Risk Researcher Scenarios |
List of recently access Risk Researcher scenarios. |
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Tasks |
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Active thread days 20 exceptions |
Bar chart showing days since activation for a user defined Thread and against a user defined benchmark |
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Aged Overdue Tasks by Assignee |
Bar chart showing aged overdue Tasks in a users work queue. Colours signify age ranges |
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Aged Overdue Tasks by Group |
Bar chart showing aged overdue Tasks in a User Group work queue |
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Breakdown of Tasks Assigned by Task Type |
Pie chart showing breakdown of Tasks assigned to a particular User Group or Assignee |
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Expected Revenue |
Table showing the expected revenue for a specific adviser and specific Thread type (FUM, Initial Revenue, Ongoing Revenue) |
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Group Workflow by Assignee |
Bar chart showing number of Tasks/Threads per individual, colour coded to indicate current status (unactioned, actioned, pending, review) |
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Group Workflow Status Snapshot |
Pie chart showing split of Tasks by Status for user defined User Group |
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Outstanding Task |
List of outstanding tasks for a single user or the users assigned clients, showing Subject, Due Date, Task Type, Priority and Client. User also has the ability to add a Comment, add Time Taken or Close a Task |
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Outstanding Task Count by Assignee within Thread |
List of outstanding Tasks within a particular Thread showing Task Name, User names and counts |
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Overdue Tasks versus Total Tasks |
Bar chart showing number of Tasks per users, with separate colour coded bars to segregate the overdue and the total Tasks |
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Recently Updated Comments |
List of recently updated comments on Tasks showing Subject, Due Date, Comment Date, Assignee, Assigner, Task Type, Task Sub Type and Status |
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Specified Task in Thread Outcome Breakdown by Assignee |
Bar chart showing counts of outcomes for specific Thread Tasks completed by a user |
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Specified Task in Thread Outcome Breakdown by Group |
Pie chart showing split of outcomes for specific Thread Tasks completed by a User Group |
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Specified Task in Thread Workflow Status |
Pie chart showing split of Task Status within a specific Thread (Unactioned, Actioned, Review, Pending) |
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Specified Task in Thread Workflow Status by Assignee |
Bar chart showing counts of Tasks within a specific Thread completed by a user |
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Task in Thread Aged Overdue Count by Assignee |
Bar chart showing selected assignee’s overdue specific Task in a Thread on an aged basis |
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Task Time Completion versus Mean |
Bar chart showing total time to complete all Tasks vs. mean average time taken to complete those Tasks |
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Workflow Status Tasks Assigned by Assignee |
Bar chart showing Count and Status of Tasks outstanding by assignee |
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Workflow Status Tasks Assigned by/to Me |
Pie chart showing Split, Count and Status of Tasks outstanding |
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Workflow Tracking |
List of Threads, Cases or Leads activated within a set period of time |
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User Time Taken |
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User Income (Chargeable - Cost) Over Time |
Line chart of an adviser's Income (Chargeable Time - Cost) over a user defined period |
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User Time Breakdown |
Pie chart showing breakdown of User Time over a user defined period |
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User Time Sheet |
User Time Sheet for a user defined period showing time spent on various activities (Ticker, Diary, Tasks and Notes) for the various categories of time (Client Activity, Non-client Activity, Leave and Available). For each category the Total time spent, Cost and Chargeable amount are shown |