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Henceforward
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Henceforward — Practice Dashboard
Existing clients · internal management view
Snapshot: —
— active clients
Revenue & Concentration
AUM by segment
Annual fees by segment
Clients by AUM band
Book Composition
Segment (by client count)
Fee basis & billing
New clients per year
Advice Journey — Pipeline
Where clients sit in the advice journey
Active advice / onboarding
In review cycle (plan complete)
Lifecycle status
Review Tracker
Overdue & upcoming reviews
Review data hygiene
Client Register
All segments
All stages
Client
▼
Segment
AUM
Annual fee
Fee basis
Advice stage
Next review
How to read this & monthly update
Blended yield
is total annual fees ÷ total AUM — useful as a flat-fee firm to see your effective rate against the assets you advise on.
Active advice clients
are still working through the plan (onboarding to delivery);
review-cycle
clients have a completed plan and recur annually.
To refresh monthly: update the Masterfile, regenerate this file, and the figures update from the embedded snapshot.