Dashboard Tip of the Week

In the key results area of the Financial Monitor, located on the left side of the Consultant Performance page, you can identify where a consultant is under performing by results highlighted in orange and where they are over performing by results highlighted in green.  E.g.: Read more

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