Revenue by Source
Detailed view of your income to target, by source
New Business Pipeline
How many clients and how much revenue is in your pipeline?
How are your expenses tracking against your budget?
New Client – Team View
How is your team performing against their New Client targets?
Quick snapshot of your New Client target - in front or behind?
Clients in Pipeline
View the progress of each of the new clients in your pipeline
Qualitative Targets Gauge
View progress of your qualitative goals in percentage complete. (goal definitions are fully customised by you)
Qualitative Targets – Simple List
You can choose to track your other goals by simply done or not done
Referrals by Source
Who's referring what clients
New Client Activity
Quick snapshot of all enquiries you've received so far this year
Benchmark your business against others in a host of key measures