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Report: Agency KPIs

Your Agency KPIs dashboard highlights key performance metrics across the entire agency. These indicators help leadership quickly assess business health and evaluate strategic needs.

Abby DeVito avatar
Written by Abby DeVito
Updated today

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

Year-to-date

Month-to-date

Use Cases

Agency KPIs will help you

  • Measure your agency’s overall performance

  • Track advisor productivity side by side

  • Analyze trends over time

  • Set data-drive goals

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

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