In Hubly, the Client Meeting dashboards:

Hubly’s Client Meeting dashboards help your firm understand which clients you’ve spoken to, which clients you haven’t spoken to, and what times of year are busiest or slowest. There are 3 Dashboards to help your firm dive into the data around Client Meetings:

This dashboard is best used to highlight the total number of meetings scheduled over a certain period of time, as well as how many unique clients or households have participated in those meetings:

It also displays a summary of the type of each meeting scheduled. This can help your firm understand if you’re doing, for example, way more client meetings than introductory calls over a certain period of time:

Finally, a bar graph displays the meetings your firm has scheduled or completed over a specified period of time. This visualization is great for forecasting, so you can understand that, for example, your firm does 5 times as many meetings at the end of March each year (potentially due to tax season) compared to other months:

The All Client Meetings dashboard presents a list view showing all meetings that are associated with a household or a client. This dashboard offers a different visualization (since it’s in a list view) compared to the Client Meetings Overview Dashboard. It is also useful if you’re trying to quickly see how many times you’ve met with a particular client over a certain period of time:

The Clients With No Meetings Dashboard is particularly useful to spot existing and potential failure points in client communication. This dashboard presents a list view including all clients that do not have a meeting date at all. This dashboard can be crucial to keep your business compliant by helping you ensure that maintain frequent contact with your clients.

For example, your firm may have a goal of speaking with each of your clients twice a year or every quarter. As a quarter comes to a close, you might want to understand who you haven’t met with yet this quarter so you can still meet your goals. Filtering this dashboard by Meeting Date = “is this quarter or is null” will show you, in a list view, who has not had a meeting yet this quarter:

A similar use case would be as the year is coming to a close. To make sure your firm remains compliant, you could filter this Dashboard to show you contacts you have not met with in the current year.

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