Search
Close this search box.

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.

Book of Business

Book of Business

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

Event Analytics

Event Analytics - CRM Analytics Accelerator

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

Dynamic Tables

Allow users to select grouped columns within a dynamically displayed table