Dashboard Tip Of The Week

Within your Sales and Productivity Monitor, you can review higher-level individual staff performance results against targets before refering to the Consultant page for more detailed information relating to each Consultant’s performance

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Financial Monitor Dashboard Tip: Consultant Review Analysis

When reviewing service fees, ensure you review against previous results and not just the benchmark, as many agents still simply bundle fees into the commission area.

Any reduction in performance against a consultant should be noted, and a review of total yield should also be carried out to see if this could be one of the key contributing factors. Read more