Business Metric Dashboard - serviced policies

The dashboard currently shows the AUM, measured by the total value of everything on the system. That's not really very useful.

Can you include a toggle or something, so that it only shows the values of policies which are serviced by us?

A total AUM of my own business is genuinely useful. Knowing the total value of all my clients' properties, for example, is not!

Area of the system
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Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

Tags

Dashboard

Date

Over 1 year ago

Author

Paul Grant

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