Metrics and KPIs on the client list | Feature Requests

Metrics and KPIs on the client list

Nikhar Jajodia

Show metrics on the client list so teams can see at a high level how all of their clients are doing

Created by Ben Stein

Casey Galanti

would love to see client metrics / stats from the firm side such as # of transactions, # of accounts, etc to gauge complexity

Justin Wright

Firm based KPI reports and dashboards to show how many closes are outstanding, tasks outstanding by employee, etc. This would be so helpful!