What does the reporting functionality provide?
Our platform provides reporting insights that add up to powerful metrics to help you understand how your business is performing. Below are the top metrics and data that our system tracks:
- YTD Revenue (based on closings throughout the year)
- Monthly Revenue (based on closings through the month)
- Weekly Revenue (based on closings through the week)
- Revenue Projections
- Close Rates
- Renewal Rates
- New Leads
- Plans Sold
- Potential Revenue in Pipeline
- Client Details
- Total Clients
- YTD New Clients
- Monthly New Clients
- Weekly New Clients
- Plans
- Supplemental Renewals by Month
- Top Plans
- Referrals
- YTD New Referrals
- Monthly New Referrals
- Weekly New Referrals
- Top Ambassadors
- Top Champions