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Practice Management

Sales Pipeline

Identify, Link, Manage

Revenue opportunities can be tracked and managed in the intuitive Commercial Dashboard that provides an overview of your entire sales pipeline. 

Once identified, sales opportunities can be created and linked to the particular event. The calendar view shows all opportunities scheduled for the upcoming week, along with forecasts for revenue and funds under advice. 

In addition to being won or lost, opportunities can be flagged as blocked should further action be required to move them along the pipeline, such as analysis, information, or a client decision. 

Revenue, Analytics, Trends

Written and paid revenue can be seen at-a-glance with the average revenue per period calculated to help you track and manage performance.  

The Report Builder can produce further sales analytics reports, filtered by adviser or opportunity type, to help identify trends and training needs. 


Next Steps

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