Dashboard Tip of the Week: Measuring Your Success

As we are now in the third Quarter of the 2014 financial year we have reached the half-way mark, and it is now an ideal time to take stock of your business and see how you’re tracking this year versus the same time last year. To do this, log into your Sales and Productivity Monitor and choose “Financial Year to Date” on the Agency Summary page to view your Year-on-Year comparisons across the key areas of your business.3