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Team Member Activity

Team Member Activity

This dashboard provides managers comprehensive insight into the activites done by members of their team.

Opportunity Pipeline

Opportunity Pipeline

This dashboard provides managers with insights into the opportunities that are in the pipeline.

Money Movement

Money Movement

See the inflow and outflow of money through a client over a designated period of time.

Referral Pipeline

Referral Pipeline

This dashboard provides managers with detailed insights into their team’s referrals.