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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 today

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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