Revenue Operations

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).

See how your team is tracking in aggregate and across nine different metrics

Find whitespace not just based on “sold” and “not sold”; also see which products are associated with active deals

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