Number of new leads added this week
Leads pending for follow-up
Overdue follow-up tasks
Conversion ratio (Lead to Investor)
- Source of leads (Referral, Digital, Events)
2️⃣ SIP Missed & Upcoming SIP ReportSIP discontinuation directly impacts AUM growth. This report helps you identify missed, bounced, or upcoming SIPs so you can take proactive action. Instead of reacting after loss, you stay ahead of the situation.Check for:
SIPs missed in the last 7 days
Upcoming SIPs for next 7 days
Repeated SIP failures
High-value SIP clients
- Follow-up status on failed mandates3️⃣ Portfolio Review Due ReportRegular reviews build trust and open upsell opportunities. This report helps you track which clients are due for quarterly, half-yearly, or annual reviews. Structured review scheduling improves retention and client satisfaction.Check for:
Clients whose review is overdue
Reviews scheduled this week
Last review date
Clients with no review in 12 months
- HNI clients pending review4️⃣ Revenue & AUM Movement ReportWeekly tracking of AUM movement gives clarity on growth direction. It shows inflows, redemptions, and net movement. This helps you identify trends early instead of waiting for month-end surprises.Check for:
Total inflow this week
Total redemption amount
Net AUM increase/decrease
Top contributing clients
- Clients showing redemption patterns5️⃣ Task & Team Productivity ReportIf you have a team, this report ensures accountability. It tracks completed tasks, pending tasks, and response time. Even solo MFDs can use this to maintain discipline and workflow consistency.Check for:
Tasks completed vs assigned
Overdue tasks
Response time to client queries
Follow-up efficiency
Productivity by team member
Weekly CRM report review is not about checking numbers — it is about controlling your business direction. Just 30 minutes every week can improve conversions, increase retention, and accelerate AUM growth.
A structured MFD practice is built on data, not assumptions.
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5 CRM Reports Every MFD Must Check Weekly
05/03/2026 06:00 PM
Running an MFD business without reviewing reports is like driving without a dashboard. A CRM is not just for storing data — it is a decision-making engine. Weekly report tracking helps you improve follow-ups, increase conversions, prevent SIP drop-offs, and maintain strong client engagement.
Here are 5 essential CRM reports every Mutual Fund Distributor should check weekly :
1️⃣ Lead Status & Follow-Up Report
This report shows how many leads are new, contacted, pending, converted, or lost. Many MFDs lose business not because of competition, but because of delayed follow-ups. A weekly review ensures no lead gets ignored and every opportunity is properly nurtured.
Check for: