Dashboard

Across the top you get the numbers that matter, your total clients, open deals in progress, commission year to date and the tasks that are due. Below that sit a commission trend for the last eight months and your win rate, so you can see how the year is shaping up at a glance.

How to use it

Start your day here. The tiles are live counts, so if tasks are overdue or enquiries are waiting, the number tells you before you go looking. Click any tile to jump straight to the list behind it.

• Open the New enquiries count to triage fresh leads.
• Open Tasks due to clear anything overdue.
• Use the trend and win rate to spot a month that is slipping and act early.