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.
Admin
Rob Millen
Feb 20, 2023
Great feedback, thanks! We'll make sure we factor this in to our plans for the Homepage Dashboard going forward.
Great feedback, thanks! We'll make sure we factor this in to our plans for the Homepage Dashboard going forward.