Financial Services

Team Member Activity

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

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

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

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

This dashboard provides managers their total accounts/entities and insight into their team’s AUM (assets under management).

Track visitor traffic and revenue, visualized against a custom map of the event space

Allow users to select grouped columns within a dynamically displayed table

Set your activity plan by evaluating who in your portfolio should be contacted next

View activities across a variety of dimensions and spot trends over time