In this tutorial, learn how to set and track annual marketing goals in LeadCenter.AI to stay focused, measure progress, and align your marketing efforts with business growth. Ideal for financial advisors, this feature helps you plan strategically, monitor performance, and adjust campaigns to hit your yearly targets.
Learn how to track marketing expenses in LeadCenter.AI to monitor your ad spend, measure ROI, and make informed budgeting decisions. This tutorial shows financial advisors how to log costs by campaign, view performance metrics, and optimize marketing strategies with data-driven insights.
Get a high-level walkthrough of the Events Report in LeadCenter, the all-in-one CRM and marketing automation platform for financial advisors.
Learn how to evaluate the real impact of your seminars and workshops using LeadCenter’s Event Performance Report—designed specifically for financial advisors.
Get a complete walkthrough of the Event Attendees Report in LeadCenter.AI, designed specifically for financial advisory firms. Learn how to track registrations, monitor attendance, and follow up with participants effectively—helping you measure event success and improve client engagement.
Track every appointment across your firm—clients, prospects, first meetings, follow-ups, and reviews—all in one unified report.
Get a clear overview of the Sales Pipeline Report in LeadCenter.AI and learn how financial advisors can track prospects, monitor deal stages, and forecast revenue with ease. This report helps you visualize your pipeline, identify bottlenecks, and make data-driven decisions to grow your practice.
Understand how Production Reports help you monitor revenue, track advisor performance, and measure business growth.
Gain insights into high-level business performance with Executive Reports, helping leadership teams track key metrics.
Track and analyze all first appointments with new prospects to measure engagement and improve conversion rates.
Track and measure the effectiveness of first appointments with new prospects to improve conversions and optimize follow-ups.
Discover how to export your reports in different formats for analysis, and sharing.
Learn how to apply filters to reports, refine data, and extract key insights to make informed business decisions.
Understand how reports are structured in LeadCenter.AI, making it easy to track leads, appointments, and business performance.
Learn how to navigate and use reports in LeadCenter.AI to track sales, marketing, and operational performance effectively.
