--- schema_version: "1" id: 444bb91e7c24353176cd7100ccc9c2a7264e3ec21637c16c7ae043a32f13f00d title: Book of Business Components collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_rmcomponents_bookofbusiness.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_rmcomponents_bookofbusiness.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 5273c8ff81f01120a2c702f53156fcf8e2fb429ca28b3fdbde0d016bbe05a0dd description: Use the Book of Business components to understand your business performance. They include a summary of your metrics, customer and advisor leaderboards, client segmentation charts and whitespace analysis charts. products: - CRM Analytics - Cross Cloud release: "264" --- # Book of Business Components Use the Book of Business components to understand your business performance. They include a summary of your metrics, customer and advisor leaderboards, client segmentation charts and whitespace analysis charts. ### Required Editions
Available in: Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions.
## Book of Business Overview The Book of Business components include these charts. - Summary Metrics: Use these metrics in places where you want a quick view of your business performance. They provide an at-a-glance view of the state of your business. - Customer Leaderboards: Quickly see which customer accounts are performing best. Use this chart to determine opportunities for growth. - Advisor Leaderboards: Quickly see which advisors are performing best. Use this chart to determine opportunities for coaching. - Clients by Age Group: See the distribution of your clients’ AUM and financial accounts sorted by AgeBucket. Use this chart to better understand who your clients are. - Whitespace Analysis: Use this chart to identify gaps in your business and uncover upsell and cross-sell opportunities within your product portfolio, sorted by States and Category. - Whitespace Analysis for Individual Accounts: Use this chart to identify gaps in your business and uncover upsell and cross-sell opportunities within your product portfolio, sorted by individual person accounts. ## Key Performance Indicators in the Summary Metrics This table shows the key performance indicators in Summary Metrics. | Metric | Description | Calculation | | --- | --- | --- | | Total AUM | Summary of the assets under management | Sum of AUM from the Account object for non-household account records. | | Wallet Share | Average of wallet share for accounts | Average of the Wallet Share from the Account object for non-household account records. | | \# of Financial Accounts | Number of financial accounts | Count of rows from the Financial Account object. | | Total FA Balance | Summary of the financial account balance. | Sum of the balance from the Financial Account object. | ## Key Performance Indicators in the Customer Leaderboard Chart This table shows the key performance indicators in the Customer Leaderboard chart. | Metric | Description | Calculation | | --- | --- | --- | | Total AUM | Summary of the assets under management | Sum of AUM from the Account object for non-household account records. | | Wallet Share | Average of wallet share for accounts | Average of the Wallet Share from the Account object for non-household account records. | | \# of Financial Accounts | Number of financial accounts | Count of rows from the Financial Account object. | | Total FA Balance | Summary of the financial account balance. | Sum of the balance from the Financial Account object. | The Customer Leaderboard chart uses these Salesforce objects. - Accounts - FinancialAccount ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note All the charts with these metrics are grouped by Account Name and sorted by selected metric values in descending order. ## Key Performance Indicators in the Advisor Leaderboard Chart This table shows the key performance indicators in the Advisor Leaderboard chart. | Metric | Description | Calculation | | --- | --- | --- | | Total AUM | Summary of the assets under management | Sum of AUM from the Account object for non-household account records. | | \# of Clients | Count of accounts for non-household account records. | Count of accounts for non-household account records. | | Total FA Balance | Summary of the financial account balance. | Sum of the balance from the Financial Account object. | The Advisor Leaderboard chart uses these Salesforce objects. - Accounts - FinancialAccount - Users ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note All the charts with these metrics are grouped by Owner Name and User Name from the Account object. The groupings are sorted by selected metric values in descending order. ## Key Performance Indicators in the Clients by Age Group Chart This table shows the key performance indicators in the Clients by Age Group chart. | Metric | Description | Calculation | | --- | --- | --- | | AUM | Summary of the assets under management | Sum of AUM from the Account object for non-household account records. | | \# of Clients | Count of accounts for non-household account records. | Count of accounts for non-household account records. | The Clients by Age Group chart uses these Salesforce objects. - Accounts - FinancialAccount ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note AgeBucket is a derived field in the recipe that’s used to group the data for these metrics. Bucketing is based on the values available in Age fields in the Account object. ## Key Performance Indicators in the Whitespace Analysis by States and Category Chart This table shows the key performance indicators in Whitespace Analysis by States and Category chart. | Metric | Description | Calculation | | --- | --- | --- | | Whitespace AUM | Count of Financial Account Records with Country, Region, and Account record type. | Count of Financial Account Records with Country, Region, and Account record type. | The Clients by Age Group chart uses these Salesforce objects. - Account - FinancialAccount ## Key Performance Indicators in the Whitespace Analysis for Individual Accounts Chart This table shows the key performance indicators in Whitespace Analysis for Individual Accounts chart. | Metric | Description | Calculation | | --- | --- | --- | | Whitespace AUM | Count of Financial Account Records for individual accounts | For each account, count of financial accounts for the FA Account record. This metric is shown as a percentage of financial account distribution within that account. | The Client Whitespace Analysis for Individual Accounts chart uses these Salesforce objects. - Account - FinancialAccount