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RIAs
Advisor and Firm-Level Performance Dashboards
Complexity
Medium
Timeline
6-10 weeks
Outcomes
4+
Challenge
Limited visibility into firm-wide and individual advisor performance metrics, preventing data-driven management and accountability.
Solution
Create multi-level performance dashboards in Salesforce showing advisor, team, and firm-level KPIs with comparative analysis and trend visualization.
Key Outcomes
- Real-time firm-wide performance visibility
- Advisor-level KPI tracking and comparison
- Data-driven management insights
- Automated performance reporting
Tags
performance-dashboardsanalyticsriasmanagementkpis
Implementation Timeline
6-10 weeks
Medium Complexity