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Reports

Clients With No Review Meeting Scheduled for Future Report
Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Clients With No Review Meeting Scheduled for Future Report

The Clients with no review meeting scheduled for future report helps you identify contacts who do not have a review meeting scheduled within a future look-ahead window that you define.

The report heading is Clients with No Review Meeting scheduled in future. The visible criteria is: contacts with or without AUM and no review meeting scheduled for a selected number of days in the future.

Open the Report

  1. In LeadCenter.AI, select Reports in the left sidebar.
  2. Select Clients with no review meeting scheduled for future .

Set the Future Look-Ahead Window

Use the days in future field to define how far ahead the report should check for a scheduled review meeting.

  1. Enter a number in the field labeled days in future.
  2. Use the adjacent guidance, Enter number of days, as a reminder that the field expects a number of days.

The report uses this value to identify contacts without a review meeting scheduled within that future window.

Use the Contact Created Date Filter

The Contact Created Date date range filters contacts by when they were created.

Contact Created Date is separate from the future look-ahead window. It does not filter by meeting date.

Filter the Report

Use the filters at the top of the report to narrow the contact list. The KPI card and contact list respond to the selected controls and filters.

Available controls and filters include:

  • Enter number of days / days in future
  • Contact Created Date
  • Stage
  • Client Status
  • Category
  • Service Advisor(s)
  • Writing Advisor(s)
  • Source
  • Medium
  • In Sales Pipeline?
  • Is Head of Household?
  • Has Issued AUM

Use Has Issued AUM to focus the current view on contacts with issued AUM.

Select Reset Filters to clear the selected filters and return the report to its default view.

Review the KPI Card

The Contacts KPI card shows the count of contacts matching the report’s future-window criteria and current filters.

Review the Contact List

The contact table provides contact-level detail for the matching records.

The contact list includes:

  • Contact ID
  • Contact Name
  • Client Status
  • Client Since
  • Last Meeting
  • Next Scheduled Meeting
  • Stage
  • Source
  • Lead Owner
  • Service Advisor
  • Writing Advisor(s)
  • Created Date
  • Closed Date
  • AUM Issued

Last Meeting shows the contact’s visible last-meeting context, while Next Scheduled Meeting shows the visible next scheduled meeting context.

Select a Contact ID to open the related contact record in LeadCenter.

Use Table Controls

The contact table includes controls labeled Optional metrics, Show applied filters, and Show chart menu.

Download the Report

Select Download (PDF) to download the current report view as a PDF.

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