Gain a comprehensive view of your firm’s performance with real-time insights into leads, appointments, production, and marketing ROI. Stay ahead by identifying trends and areas for improvement instantly.
Evaluate Marketing ROI for Maximum Efficiency
Track marketing expenses and ROI by source to see which channels drive the most value. Pinpoint high-performing campaigns and optimize budgets for better returns.
Understand Advisor Contributions at a Glance
Break down production and performance metrics by advisor. Recognize top performers, allocate resources efficiently, and support advisors where needed.
Compare Year-to-Year Progress
Analyze year-to-date (YTD) or full-year metrics against previous years to understand growth trends, assess goal achievement, and refine strategies for long-term success.
Executive Reports provide insights into leads, appointments, production, marketing ROI, and advisor performance. You can also track detailed KPIs like conversion rates and cost per lead.
Yes, the Full-Year Executive Report lets you view metrics for the current year and past years, along with year-over-year comparisons.
Marketing expenses entered in the marketing expenses page are automatically included in the Executive Reports, enabling accurate ROI calculations for each source.
Yes, the data is fully automated. Metrics are populated based on leads, appointments, accounts, and expenses entered into LeadCenter, ensuring up-to-date information without manual effort.
While the structure of Executive Reports is predefined, filters can be applied in LeadCenter to focus on specific advisors, campaigns, or sources for deeper analysis.
Take Control with LeadCenter’s Executive Reports
Get a 360° view of your firm’s performance and make data-driven decisions with ease. From tracking lead conversions to evaluating marketing ROI, LeadCenter’s Executive Reports deliver the insights you need to grow.
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