When you open Wealthbox first thing in the morning, what do you see? If it's the default dashboard with a mix of recent activity, upcoming tasks, and a few widgets you don't use, you're getting a view of your CRM that isn't optimized for how you actually work.
A well-configured Wealthbox dashboard answers one question every morning: what do I need to do today, and for whom? Here's how to set it up to answer that question clearly.
Start with the tasks widget — but filter it right
The tasks widget is the highest-value element of the Wealthbox dashboard. The problem is the default view often shows too much — all open tasks, sorted by creation date, with no priority hierarchy. What you want to see is: overdue tasks first, then tasks due today, then tasks due this week.
In your Wealthbox dashboard settings, configure the tasks widget to show "Due Today and Overdue" as the default filter. This gives you an immediate to-do list each morning that only shows what genuinely needs your attention today. Next week's tasks don't clutter the view until next week.
If you have a habit of leaving tasks open well past their due date, fix the tasks first — the dashboard view will become more useful once the overdue pile is cleared. An overdue list with 40 items is not a useful dashboard tool; it's evidence of a backlog problem.
Configure the calendar widget to show the right window
The calendar widget on the Wealthbox dashboard should show your week view by default, not just today. Today's meetings matter, but knowing what's coming tomorrow and the day after lets you do meaningful prep and anticipate what follow-up will hit your task list in the next 48 hours.
Set the calendar widget to show 3–5 days. Each meeting should display the client name and meeting type so you're not decoding calendar event titles. If your calendar events are titled vaguely ("Client Call" without the name), that's worth fixing at the calendar integration level — the names should come through automatically from your Wealthbox contacts if meetings are booked against them.
Use streams for focused views, not the main dashboard
Wealthbox streams let you create filtered views of contact activity — for example, all activity related to Tier A clients, or all recent notes across your Pre-Retirement segment. These are more useful as saved filters you access on-demand than as dashboard widgets.
The main dashboard should stay focused on today's actionable items. Streams are for deeper dives: reviewing a client before a meeting, doing a weekly check-in on a specific segment, or auditing who hasn't had a touchpoint recently.
Build two or three streams you'll actually use and bookmark them:
- Tier A this week: all activity on Tier A contacts in the last 7 days
- Upcoming reviews: all contacts with "Annual Review Due" tag
- Overdue tasks by client: a task view grouped by contact for clients with multiple overdue items
The activity feed: useful signal vs. noise
The Wealthbox activity feed shows recent actions across your firm — notes logged, tasks completed, contacts updated. For a solo practice, this feed is entirely your own activity, which makes it useful as a recent-history view but redundant as an alert system (you already know what you just did).
The most useful function of the activity feed for a solo advisor is as a quick way to see what was logged after your last few meetings. Did your post-meeting workflow actually fire? Are the notes there? Did the tasks get created? A glance at the activity feed after Fingale processes a voice note tells you the answer in 10 seconds.
Notifications: turn off most of them
Wealthbox's default notification settings are generous — you can get notified for a lot. For a solo practice, most of these are noise. You're notifying yourself about your own actions, which is pointless.
Keep notifications on for: tasks due (day-of), workflow steps due (day-of), and messages from clients if you use Wealthbox's messaging feature. Turn off notifications for: contact updates, note creation, and task completion — you're doing those actions yourself, you don't need a notification.
The morning routine the dashboard enables
With the right setup, your Wealthbox morning routine should take under 5 minutes:
- Check tasks due today — handle or reschedule anything overdue
- Scan the calendar for today's meetings and tomorrow's
- Quick look at the stream for Tier A clients — any recent activity you should know about before their next meeting?
That's it. You're oriented for the day. No scrolling through noise, no hunting for information, no opening 4 different tabs. The dashboard answers the question and gets out of the way.
The configuration investment is 30 minutes. The time it saves is cumulative across every morning you open Wealthbox for the rest of your practice.
Speak about a client meeting. Watch Fingale draft the tasks, notes, workflows and follow-up email in front of you.