Dashboard Overview
Dashboard Overview
The Dashboard provides a snapshot of your business performance and client activity.
Key Metrics
| Metric | Description |
|---|---|
| Projected Revenue | Total expected annual revenue, based on active pipeline data. |
| Completed Revenue | Actual fees received or finalised. |
| Active Opportunities | Number of open client opportunities currently in the pipeline. |
Visual Reports
- Referral Source Breakdown – Pie chart showing where new clients come from (e.g., Ezy Mortgages, Hansen Accountants).
- Client Trigger Breakdown – Tracks why clients engaged (e.g., Retirement Planning, Second Opinion).
- New Client Numbers – Monthly graph of new client engagements.
- Client Metrics – Median fees and total clients (completed & projected).
💡 Tip: Use these visuals to identify which referral partners and client triggers produce the most revenue.