PAGES: Financial Dashboard

Dynamic Dashboard w/ Metrics Reporting

For this template, you'll want to customize with your own dynamic placeholders from your CRM Custom Fields.

Dynamic Placeholders mean that the same Dashboard can be used for multiple Clients, and depending on which Client is logged into the browser and viewing the Page, the data from that particular Client will be substituted for the appropriate placeholder.

You don't have to make an individual Dashboard or Reporting Page for each Client when you put Dynamic Placeholders to work!

Don't know much about Custom Fields?  See CUSTOM FIELDS DOCUMENTATION

Need some help understanding how to work with Templates? See USING TEMPLATES IN SUITEDASH

Screenshot

Step 1

Paste the following code into the HTML/Source of the Announcement

 <div class="row mt-1">
    <div class="col">
        <div class="card portalpage-titlecard" style="width: 100%;">
            <div class="card-body"><span class="portalpage-h3">{{clientFirstName}} {{clientLastName}}</span><span class="portalpage-headertag">STRATEGY: {{InvestmentStrategy}}</span></div>
        </div>
    </div>
</div>
<div class="row mt-3">
    <div class="col-6 col-lg-3">
        <div class="card" style="width: 100%;">
            <div class="card-header portalpage-cardheadertext">Account Balance</div>
            <div class="card-body text-center"><span class="portalpage-hero-number-1">{{AccountBalance}}</span></div>
        </div>
    </div>
    <div class="col-6 col-lg-3">
        <div class="card" style="width: 100%;">
            <div class="card-header portalpage-cardheadertext">Avg. Annual Growth</div>
            <div class="card-body text-center"><span class="portalpage-hero-number-1">{{AverageAnnualGrowth}}</span></div>
        </div>
    </div>
    <div class="col-6 col-lg-3">
        <div class="card" style="width: 100%;">
            <div class="card-header portalpage-cardheadertext">Current Year Growth</div>
            <div class="card-body text-center"><span class="portalpage-hero-number-1">{{CurrentYearGrowth}}</span></div>
        </div>
    </div>
    <div class="col-6 col-lg-3">
        <div class="card" style="width: 100%;">
            <div class="card-header portalpage-cardheadertext">Retirement Target</div>
            <div class="card-body text-center"><span class="portalpage-hero-number-1">{{RetirementTarget}}</span></div>
        </div>
    </div>
</div>
<div class="row mt-5">
    <div class="col">
        <div class="card portalpage-titlecard" style="width: 100%;">
            <div class="card-body"><span class="portalpage-h3">Extended Account Details</span><span class="portalpage-headertag">Member since March, 2015</span></div>
        </div>
    </div>
</div>
<div class="row mt-3">
    <div class="col-12">
        <div class="card" style="width: 100%;">
            <div class="card-body text-center">
                <p>Seamlessly enhance technically sound collaboration and idea-sharing with premium networks. Dynamically simplify interactive web-readiness through quality e-tailers. Globally simplify standardized technologies rather than frictionless architectures. Phosfluorescently disintermediate innovative interfaces via top-line markets. Proactively parallel task enterprise e-services without visionary convergence. Interactively parallel task process-centric functionalities via scalable technology. Credibly pontificate fully tested "outside the box" thinking via premier technologies. Interactively fashion turnkey partnerships via low-risk high-yield web services. Quickly reintermediate tactical opportunities vis-a-vis diverse niche markets. Completely leverage existing business testing procedures via enabled core competencies. Monotonectally brand state of the art channels through interdependent scenarios. Authoritatively engage 24/365 internal or "organic" sources rather than impactful ROI. Compellingly optimize empowered action items with dynamic data. Intrinsicly network high-quality vortals before unique core competencies. Competently predominate B2B expertise whereas resource sucking alignments. Synergistically exploit high-payoff web-readiness for highly efficient e-business. Seamlessly administrate adaptive core competencies rather than customized deliverables. Collaboratively optimize cross-platform relationships via functional paradigms. Progressively reinvent parallel leadership skills rather than wireless scenarios. Assertively customize parallel outsourcing for granular strategic theme areas. Professionally maintain competitive experiences for competitive leadership. Rapidiously drive parallel processes without sticky infomediaries.</p>
            </div>
        </div>
    </div>
</div>

Step 2

Replace the placeholders with your own, and modify text as needed

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