Skip to Main Content
Status Awaiting Prioritization
Categories Practice Management
Created by Chris Morris
Created on Feb 8, 2023

Having key client metrics on the dashboard. For example, total clients, total combined turnover, total clients gross assets, headcount

Being able to look at the growth of the business by looking at how clients are growing would be a great tool for measuring the impact the practice is having on clients.

  • Attach files
  • Admin
    Rob Millen
    Reply
    |
    Feb 20, 2023

    Great feedback, thanks! We'll make sure we factor this in to our plans for the Homepage Dashboard going forward.