Whether you're an Advisor or an Admin, dashboards are your gateway to quickly accessing and visualizing the data that matters most.
For individual users, Workflow dashboards provide a clear and organized view of relevant data such as departure and returns, events, deposits and final payments, and actions.
Sales & Commissions dashboards include easy to understand graphs and lists of current and historical data to help visualize sales analysis and projected commissions.
For Admins, the dashboards are even more powerful, as they encompass data from the entire program. This offers comprehensive insights into sales analysis and team performance.
Both users and admins will find that dashboards make it easier to stay informed, manage tasks efficiently, and optimize business.
Learn more about each dashboard at the links below:
My Sales & Agency Commissions Dashboard
My Sales & My Commissions Dashboard
Agency Sales & Commissions Dashboard