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Report: Your KPIs

The KPIs report provides a high-level snapshot of your current business health. These key metrics help you quickly understand trends, productivity, and performance.

Abby DeVito avatar
Written by Abby DeVito
Updated over 3 weeks ago

We've summarized and highlighted key metrics that are important to your business at a glance, accessible in two date ranges

Year-to-date

Month-to-date

Use Cases

Your advisor KPIs will help you

  • Measure your overall business performance

  • Set realistic goals

  • Track growth over time

  • Identify strengths and weaknesses

Learn more about how to drill into underlying data to see more details here.

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