View Instant Visual Analytics
Get the big picture of everything you work on: Your clients’ activities, their progress, your client portfolio and much more.
The analytics show meta data that will help you see patterns from a few or hundreds activities for a large client portfolio over a year.
- What are your client's ambitions?
- Which results and achievements have you accomplished together?
- What type of clients are you working with?
- How many actions and decisions have clients completed?
- How many results and achievements have clients accomplished?
All analytics are available as visual PDF reports, so you can easily share them with your colleagues, managers, and stakeholders. You can also use them in a presentation or upload them to any other CRM system you might be using for reporting.
If you are a manager you can also get reports with analytics of all clients and advisors in your organization or network.
Analytics of all clients' decisions and actions
How many actions and decisions have your clients completed? Get a report of all clients' decisions and actions.
Analytics of your client portfolio
What types of clients are you working with? Get a report of your client portfolio by life stage, company size, and engagement time and use it for reporting.
Analytics of all clients' outcomes
How many results and achievements have your clients accomplished? Get a report of all your clients' outcomes and share it with your manager or stakeholders.
Analytics of all clients' financials
In Financials, you can see revenue charts and tables for all your clients that you can use for reporting. If you are a manager you can see aggregated data for the whole organization.
Analytics for the entire organization or network
If you are a manager, you can see analytics of what the clients and advisors are working on, and get reports with aggregated data for the entire network or organization.