Review criteria
- +Assets and fee-based revenue by client
- +Segment and tier roll-ups
- +Top-client and concentration view
- +Works in Google Sheets and Excel
Advisor Book Metrics Tracker in Financial Advisor
The Advisor Book Metrics Tracker is a copy-ready spreadsheet for financial advisor that tracks clients, assets, fee rate, revenue, segment. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Advisor Book Metrics Tracker”
Tabs: How to use · Households · BookFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 7
Columns (grey = calculated for you)
- Household ref
- Segment
- Assets under management
- Fee rate
- Advisor
- Annual fee revenue
- Share of book
- Open the Households tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Business metrics only: household references and totals, not account numbers or holdings. Keep client records in your CRM.
- Share of book turns amber over 15%, a common concentration risk check.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Advisor Book Metrics Tracker
About this template
It is built for people who want results without another subscription: advisors tracking book size and revenue. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Advisor Book Metrics Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Advisors tracking book size and revenue
- +Anyone segmenting clients by assets
Pause before choosing when
- -Portfolio performance or advice
- -Custodial data integration
About Financial Advisor
Why people consider this option
- +Track clients, reviews, and book metrics without paid CRM software
- +Never miss an annual review
- +See your book at a glance
What to review before acting
- -Practice-ops only — not investment advice or a system of record
- -Compliance-bound firms need a compliant CRM
Trust FAQ
Questions people ask before copying a template
Does the Advisor Book Metrics Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Advisor Book Metrics Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Advisor Book Metrics Tracker track?
It tracks clients, assets, fee rate, revenue, segment. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.