Skip to main content

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!

Status: Completed

Log in to comment and vote

No comments yet

Be the first to share your thoughts.