Dashboards & Reporting

Turn your CRM data into real insight.

Build reports, visualize key metrics, and use AI to generate the answers your team needs.
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See what’s happening across your firm.

Wealthbox transforms the activity already happening in your workspace into reports and dashboards that help your team make better decisions.

WHEN YOU NEED ANSWERS FAST

Ask instead of building.

Describe the report you need, and Wealthbox AI generates it in seconds.

When Reviewing Performance

Share the dashboard.

Create dashboards that surface the metrics that matter most, so everyone gets a real-time view of the business.

When Sharing Data

Export it with a click.

Download reports as Excel or CSV files, or print them for meetings, presentations, or additional analysis.
REPORTS

Build reports that fit your business.

Create custom reports using the data already in Wealthbox, save your favorite report templates, and quickly generate the insights your team relies on every day.

  • Reusable report templates with saved criteria
  • Run reports on demand for deeper analysis
  • Export to Excel, CSV, or print
CHARTS & GRAPHS

Turn data into clear insights.

Visualize report data with interactive charts and graphs that make trends, performance, and opportunities easier to understand.

  • Visualize data with bar, line, funnel, donut, and other chart types
  • Spot trends and patterns at a glance
  • Drill into reports for deeper analysis
DASHBOARDS

Keep your firm focused on what matters.

Create personalized dashboards that bring together your most important reports, charts, and KPIs, giving your team instant visibility into firm performance.

  • Build custom dashboards for every role
  • Share key metrics across your team
  • Monitor firm performance in real time
AI REPORTS

Generate reports with a simple prompt.

Describe the report you’re looking for, and Wealthbox AI builds it in seconds, making reporting faster, easier, and accessible to everyone.

  • Generate reports using natural language prompts
  • Skip manual filtering and report setup
  • Create custom reports in seconds

Explore more Wealthbox capabilities.

Admin & Customizations

Admin & Customizations

Customize Wealthbox to fit the way your firm works with configurable fields, layouts, navigation, permissions, and settings that support your unique processes.

Learn more Opportunity Tracking

Opportunity Tracking

Track every opportunity from first conversation to closed business with a visual pipeline that keeps your team organized, focused, and ready for what comes next.

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Get a personalized demo of Wealthbox.

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