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Adviser Dashboard

As the Key Metrics dashboard is just at firm level could there be an adviser dashboard that shows:
Adviser AUM (Historic AUM graph)
Split by Provider
Split by plan type
Revenue for last month / 12 months (and the ability to filter by type)
Adviser Revenue estimate
Converted leads in a period?

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Upvoters
Status

Rejected

Board
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Feature Request

Tags

Dashboard

Date

Over 2 years ago

Author

James Gillespie

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