Manage the results that matter most.
SuccessPro™ Metrics Module
You can’t know if you’re achieving success until you define and track it. And that’s what our Metrics Module is all about. It is a sales planning and tracking tool that helps advisors and institutions measure, monitor and report the metrics that matter most.
Drive down into the details.
A quantitative planning and results tracking tool that helps both advisors and their institution measure performance. In addition to setting goals and monitoring performance against those goals, an institution can leverage the Metrics Module for benchmarking and viewing aggregate data across the organization.
The Metrics Module can be used to set advisor’s goals and monitor performance against them, and to benchmark and view data across the entire organization. Business benefits include:
- Accountability, consistency and transparency at all levels
- Continually updated progress reports for evaluation and assessment
- The ability to track ongoing plans against actual performance
- Easy to access scoreboards, dashboards and pipelines
- Roll-up reporting for enterprise-wide change management
Metrics Success Story
Financial institutions are using our Metrics Module to drive practice performance. For instance, one firm used it to transform a spreadsheet-based process into a results-oriented activity planning and tracking system. They used peer-to-peer content benchmarking, hierarchical rollups and action-based content, and achieved impressive results. Advisor participation in planning increased from 60% to 80%, and those who used the system achieved double the growth rate of non-system users.