Reports & Dashboards
The numbers your managers keep asking for.
Everyone gets a dashboard with their own referrals, sales and tasks. Managers build the reports they want, and the monthly numbers show up in their inbox.
Quick to set upStaff training included
Dashboards
A shared one for the institution, plus personal ones people set up themselves.
Custom reports
Build the reports your team asks for.
Monthly email
Scheduled reports land in your inbox each month.
Everyone sees their own numbers.
A banker sees their own referrals and sales. A manager sees the branch, or the whole institution.
Reports for the questions you get asked.
Build reports around what your managers want to know. Incentive reports total up what each employee and branch earned.
Schedule it once.
Pick a report and who gets it, and it goes out every month. Each branch and the institution also get a monthly overview by email.
Last year's numbers stay put.
Reports keep each referral's branch and department as they were at the time. When staff move, last year's numbers don't change.
Also in Reports & Dashboards
- Reports in your terminology
- Scheduled reports go to designated recipients
- Your data, exportable any time
Works well with
See ProTrac in action
We'll spend 30 minutes in 46 Trust, our demo institution, using your terminology. Bring whatever questions you have.