Three executive reports show how your whole firm is doing: this year against last year, year to date against your goals, and what each person on your team gets done.
The Executive Report Per Year puts new households, 1st appointments, new clients, cost per household and acquisition cost next to last year. Pick any past year to see if the firm is growing.
Track Your Goals Year to Date
Set yearly goals in the Marketing Dashboard and the Executive Report YTD shows how close you are, with the last 7 days, last 30 days and year to date next to last year.
See Production by Business Type and Advisor
Production KPIs show issued, pending and forecasted amounts for annuities, MYGA and AUM. Advisor KPIs split the same figures by advisor, so you can see who is producing the most.
Know Which Sources Bring In Clients
The Marketing ROI page lists spend, households, new clients, acquisition cost, amount issued and ROI for each source, counted by the date each household was added.
See What Your Team Gets Done
The Productivity Report counts appointments, calls, emails, notes, texts and tasks for each user by month. Filter by person and date to see who engages the most contacts.
Three reports under Reports, Executive Reports: Executive Report Per Year, Executive Report YTD and the Productivity Report. The first two each have four pages: Scorecard, Production KPIs, Advisor KPIs and Marketing ROI.
Executive Report Per Year covers a full calendar year, this year or a past one, compared with the year before. Executive Report YTD runs from January 1 to today and adds the last 7 and 30 days.
You add a yearly goal for a KPI, such as 1st appointments booked or total issued assets, under Goals in the Marketing Dashboard. The executive reports then show each goal and the percentage reached.
Contacts in the sales pipeline, calendar appointments, financial accounts, marketing expenses and your goals. Appointments from external calendars such as Google, Microsoft or Redtail are not included.
Appointments, calls, emails, notes, SMS and tasks for each user, a monthly timeline and a list of each item. You can filter by user and date range.
They refresh every 15 minutes. Each report has a Download (PDF) button so you can share it.
See Your Whole Firm in Three Reports
Track year over year results, goals and team activity in one place inside LeadCenter.
Automate your marketing, sales, and operations processes and increase your lead-to-business conversion rates with a fully automated platform designed specifically for financial advisors.
